Dext

Monitor and manage your clients' Data Health connections from one place in Practice settings, and bulk-connect Xero clients.

How to manage Data Health & Insights connections

Connect Xero or QuickBooks Online clients to run automated data quality checks, unlock client-level Insights, and make Workflows intelligent.

What is Data Health & Insights?

The Health Score in Data Health & Insights measures bookkeeping health as a percentage for each client. Customise which checks it uses and track changes over time.

How to use the Health Score in Data Health & Insights

Insights in Dext give practices data at two levels: across your whole practice and within individual client accounts. This article explains what's available, what each insight does, and what you…

What are Insights in Dext?

Sync and recalculate your client's data in Dext to keep Data Health checks, Insights, and Workflows up to date after changes in Xero or QuickBooks Online.

How to sync and recalculate data in Data Health & Insights

Connect a client's Xero or QuickBooks Online account to Data Health & Insights to sync their data and start running checks.

How to connect a client to Xero or QuickBooks Online for Data Health & Insights

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