Dext

dext.com
AI Productivity Analytics CRM Business management

Dext helps businesses capture and manage accounting context automatically, turning client onboarding and ongoing activity into cleaner, more reliable records. With features focused on real-time client data visibility and up-to-date bookkeeping support, Dext is trusted for reducing manual work and keeping finance teams aligned with what’s actually happening across clients.

Connecting Dext enables BOBs to build live accounting context for every client—so your books stay accurate as clients onboard and their activity evolves. When a new client appears, BOBs can immediately capture the latest client record and pull activity stats to inform downstream work like setup, categorization, follow-ups, or operational checks.

This unlocks use cases where accuracy and speed matter: auto-prepping client onboarding info for finance workflows, refreshing client context before work begins, and using activity snapshots to prioritize action (e.g., what’s newly changed, what needs attention, and what’s already underway) across your accounting and business tools.

What can BOBs do with Dext?

Perform actions

  • Get Client
  • Get Client Activity Stats

Listen to real-time events

  • New Client Added