Dext, previously known as a Receipt Bank, is a platform that enables users to manage their finances and keep track of their spending. The platform is designed to be user-friendly and offers a variety of features that make it ideal for small businesses and individuals. Through Dext, users enter their receipts and income and then categorise and track their spending. In addition, reports help users make sense of their financial situation and can make informed decisions about their spending.
Perth Mobile Tax is your Dext specialist in Perth and surrounding areas.
The Dext Platform
There are three ways to manage your data using Dext:
Prepare
Manual data entry is risky; allow Dext to do the work for you. This option captures the required data from documents using its mobile app, auto-invoice fetch, or email. The AI will then publish the information to the right place in your accounting system.
Commerce
This feature captures the sales data of your clients from POS and e-commerce platforms. It even splits refunds, reimbursements, fees, and transactions and allocates the tax amount separately. This saves time and reduces errors compared to entering the same information manually.
Precision
The advice you give clients is only as good as the data you’re working with. Dext Precision provides reports from trusted data you or your client have fed into your accounting system and alerts you to any discrepancies so you know you’re starting from a place of accuracy. Plus, it’s loaded with features to improve insights, workflow and more.
Reasons To Use Dext
As a small business owner in Perth, you know that every dollar counts. That’s why you must be diligent about keeping track of your expenses and income. Dext allows scanning and uploading receipts so that you can keep track of them electronically. This saves time and minimises the risk of losing paper receipts. The platform helps track your spending to see where your money is going. This proves beneficial when preparing a budget or identifying areas where you can save money.
Dext integrates with several top applications, such as SaaS, Cloud, Linux, iPhone, Android, Xero and Quickbooks, to provide users with a comprehensive solution for their needs. By integrating with Dext, users can take advantage of features such as document management, team collaboration, and real-time analytics.
Dext offers many unique features that are not available in other solutions, such as the ability to create custom workflows and track user activity. As a result, it provides users with a powerful tool that helps them be more productive and efficient.
Your Perth Dext Accountant
It is easy to use Dext to organise your expenses and income, however, it is important to set up and customise your Dext software to suit the needs of your business.
Contact Perth Mobile Tax to help you with this process. We have the best Dext Specialists in Perth.
