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.

Experience the power of precision and data capture, now seamlessly combined in one place

We’ve upgraded Dext Prepare, combining it with Dext Precision and Dext Commerce for a unified platform offering Data Capture, Automation, and Insights. For more details, click here