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Dext Precision

By Dext Prepare
4.89 out of 5 stars
Free trial available
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Take control of your Xero data with Dext Precision (formerly Xavier); spot data anomalies, track key liabilities and prioritise your clients to take action & empower advisory in your Practice.
Rated
4.9
out of 5
Reviewed by
270
Xero users
Try this app
Free trial
available
Listed for
5 years
September 2018

Overview

Dext Precision helps you and your team get a handle on the health of the transactional data in Xero across all your clients.

Precision guides your team members through a process of data cleanup, compliance checks and activity insights, leading to cleaner accounts, faster filing and accurate reporting. You can also keep track of key liabilities such as Corporation Tax and VAT with Xavier’s customisable calculations, to monitor upcoming liabilities in real-time.

We believe that effective reporting starts with accurate data; by using Precision to make sure that all transactions are recorded and coded correctly against the right contacts, accounts and tax codes in Xero, you can be confident in any predictions or analysis you might want to make later. This can empower your team to have the right conversations with your clients.

Take advantage of the resulting sanitised data by building powerful, reusable reports in Precision’s pivot-table data sandbox, both within clients and across them, and share these with your team - reduce the amount of spreadsheets you have bouncing around the office.

Key benefits:

  • Client Onboarding: Run a client through Precision and get a thorough idea of their bookkeeping needs and business size from the very beginning, for a fair quotation and no surprises further down the line.

  • Tax Returns: When tax season rolls around, use Precision's VAT Return Checks to identify high value transactions, review account and tax codes codes and performance against scheme thresholds.

  • Practice Overview: Use Precision's Client List, Practice Dashboard and VAT Dashboard to view information across all your clients at once. See at a glance health scores, cash position, and who has paid VAT, and take action quickly. Group clients by account manager to identify which team member needs the most help with their clients.

  • Precision's Health Score Review: The Precision Health Score is a great way to get ready for management reports or filing. Or have a bit of fun and motivate your team and clients by rewarding high health scores!

  • Monthly Check-Ins: Use Precision to start conversations and set up a recurring check-in with your clients; review their books, business performance and upcoming liabilities on a regular basis to ensure their success.

  • Pricing Review: You can view your clients activity updated on a daily basis; use client transaction and sales performance to inform pricing reviews and make sure you're paid for the work you do.

Dext Precision + Xero

  • Health Scores: Each client will have a consolidated data health score for an instant overview - try hitting 100% for all clients!

  • Clean Up: Dext Precision can identify duplicate contacts, mis-coded invoices and irregular transactions based on contact history for checking, fixing or dismissing.

  • Practice-wide Insights: Precision provides a view of all your Xero clients, so you can actively monitor their relative performance and Xero quality, and prioritise accordingly.

  • Lock in Lock Dates: track any Locked Period changes in Xero, quickly find what has changed, and ensure upkeep of Lock dates ahead of important reporting periods.

  • Focus on jobs to be done: Integrate Precision into your processes by building a custom list of checks using Focus, and assign them to a team member to run through and check off.

* Key Liabilities: Track Corporation Tax and VAT, run through checks on key VAT account codes and make sure you're within your scheme thresholds. (coming soon for SA, AUS and NZ users!)

Reviews & ratings

4.9 out of 5 stars
270 Reviews

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Most recent reviews

HD
Holly Donohue
Posted 24 Jun 2024
5 out of 5 stars
outstanding! highly recommend
MS
Michaella Smith
Posted 19 Mar 2024
5 out of 5 stars
Looks helpful
AB
Annabel Barnes
Posted 7 Feb 2024
5 out of 5 stars

Dext Precision

A fantastic tool - I wouldn't be without it in my practice after having used it now for over a year!

Additional info

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Dext Prepare
Added in 2018

Countries

Australia, Ireland, New Zealand, Singapore, United Kingdom

Languages

English

Support

Setup walkthroughContact supportprecision-support@dext.com

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