Running a bookkeeping business means handling many moving parts. You manage clients’ records, and keep track of receipts and invoices but you need the right tools to stay organised. That’s why we’ve partnered with Dext, a platform that saves bookkeeping data where and when you need it.
We’ll explore Dext’s key benefits and what makes it a valuable resource for our franchisees. and support their business growth.
Dext: Turn Hours of Bookkeeping into Minutes
Dext is an automation tool that gives you a real-time flow of accurate data straight into your accounting software. It removes the manual effort of collecting and processing invoices and expenses. Instead of spending hours entering data into spreadsheets or software, you can use Dext to automate the process.
Cut Out Manual Tasks with Dext’s Automation Features
Dext integrates into a bookkeeper’s workflow and offers advanced automation features.
With Dext, you can:
- Receive receipts, invoices, and financial records through a mobile app, email, or drag-and-drop uploads.
- Extracts key details like totals, dates, and tax codes from documents with 99.5% accuracy, eliminating the need for manual data entry and reducing errors.
- Flag missing or incorrect information as you process documents, allowing you to address discrepancies immediately.
- Sync directly with Xero, QuickBooks, MYOB, and over 30 other accounting platforms to transfer clean, categorised data without duplication or delays.
- Securely store your documents in the cloud, making them easy to access during audits, tax time, or whenever your client needs quick answers.
From Receipts to Reports: How Dext Does the Work for You
Dext allows you to focus on building your reputation, attracting new clients, and growing your business in your local community. With Dext, you can:
Eliminate repetitive tasks
As a bookkeeper, your days can fill up quickly with sorting receipts, entering numbers, and organising invoices. Dext automates these tasks, so instead of spending hours on admin, you can focus on more valuable work which allows you to serve more clients without compromising quality.
Reduce mistakes
No one wants to deal with errors in financial records. Dext helps you spot issues before they turn into problems by double-checking the data for you. When the numbers add up, you can confidently tell your clients their books are in great shape.
Stay organised
You probably know the feeling of clients handing you rough receipts at the last minute. With Dext, your clients can snap a photo or email their receipts as soon as they get them. Everything is stored neatly in one place, so you don’t have to dig through piles of paperwork ever again.
Strengthen client relationships
When your clients see how easy and smooth the process is with Dext, they’ll appreciate you even more. Instead of frequently requesting them for documents or chasing down missing information, you can focus on helping them understand their finances. That trust can go a long way in keeping them loyal to your services.
Join First Class Accounts
Running your own bookkeeping business doesn’t mean you have to do it all alone. At First Class Accounts, we provide everything you need to build a successful business, from comprehensive training to ongoing support with tools like Dext, Xero, and QuickBooks.
As a First Class Accounts franchisee, you’ll benefit from:
- Comprehensive training and onboarding to help you get started.
- Ongoing support from a team of experts.
- A network of professionals ready to collaborate and support you.
If you’re ready to take the next step in your career, consider joining First Class Accounts as a bookkeeping franchise owner. With our proven systems and trusted partnerships, you’ll have everything you need to succeed.
