Manually entering financial data is tedious, time-consuming, and outdated. Thankfully, modern accounting and bookkeeping are shifting toward automation while facilitating efficiency and preserving quality. We sat down with Dext this week to learn how their platform enables clients to easily capture, prepare and share their financial data.
Dext has a mission to help accountants and bookkeepers make their firms more productive, profitable, and powerful by automating data entry, streamlining workflows, and improving data quality. This week’s episode is packed full of some excellent information! We had a full house with Eric Tung, General Manager at Dext, Kate Egan, Head of Customer Success at Dext, and Matt Simons, Head of Commercials at Dext Commerce. They walk us through Dext’s all-in-one productivity platform that includes Dext Prepare, Dext Commerce, and Dext Precision.
Dext Prepare gives you full oversight of team workload and client performance all on one dashboard.
Dext Commerce allows you to automatically fetch sales and expense transactions from top retailers, payment platforms, and seller marketplaces.
Dext Precision provides better financial insights into your clients’ financial data, helping you form a clear picture of their business and offer up-to-the-minute advice.
We also had the pleasure of getting a very comprehensive demo of the Dext platform. This is a super informative episode you won’t want to miss!
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To learn more about the show sponsor, follow the link to: Dext
