Time is precious, and as a business owner, you know the value of every minute. What if you could reclaim hours of your day to focus on what truly matters — whether that’s driving growth, planning your next big move or simply spending more time doing what you love?
Automation is the key to unlocking this freedom. Pairing powerful tools like Dext and Xero is the perfect match for streamlining your accounting processes and creating clarity in your finances.
How can Xero and Dext help?
Here’s how Xero and Dext can transform your business and free up your time:
Say goodbye to manual data entry and paper records
By using Dext’s OCR technology, from one snap on your phone it can read and post invoices/receipts straight into Xero, saving you hours of manual entry. Your invoice will also be stored on Xero, keeping you compliant with record-keeping.
Timely & accurate information
When your financial information is updated in real time, you gain visibility to make informed decisions. Whether it’s reviewing your revenue, profit margins or debtors listing, knowing your information is up to date and accurate gives you a clear understanding of your business health.
Ensuring compliance
We are all human and make mistakes — the risk of manual errors in bookkeeping can be costly. Xero and Dext can help ensure accurate record keeping, simplify filing, and introduce internal control processes.
Cash flow management
With the use of Xero, we can introduce cashflow forecasting apps, to look forward to the future rather than focusing on historical data. We can introduce various scenarios, such as if sales were to increase/decrease, a new piece of machinery was bought, or late payment from customers to see how it would impact your cash flow predictions.
Customisable app stack
Xero and Dext integrate with so many other tools and apps so there really is a solution for everything. For example, do you chase old debts from customers the old-fashioned way? Chaser can save you time and effort by automating credit control chasing your debtors when they become overdue; it integrates with Xero and uses the aged receivables on Xero to identify customers which need chasing. This lets your credit controller, finance team members or whoever’s doing credit control to avoid mundane manual chasing week-to-week, giving them more time to focus on what matters.
The best time-saving features
Here are some of my favourite time-saving features in Xero and Dext:
Automate payment runs with Xero
Instead of logging into your banking app and setting up payment runs for all your suppliers, Xero has partnered with Crezco Limited to provide payment services. Use Xero’s bill payment service to pay your suppliers in one go on Xero, costing £0.20 per bill payment.
Xero payment services
Add a "Pay Now" button to your customer invoices. Invoice through Xero and send it to customers so they can pay immediately using Apple Pay, Stripe, or PayPal. This allows you to get paid faster and makes the experience smoother for your customers.
Dext supplier statements
This feature allows you to reconcile your supplier ledger to the statement. Dext will read the statement and compare it to Xero and your Dext inbox to see which invoices are already in your software and identify any missing invoices.
Dext auto fetch
This feature automatically collects your invoices and bills from supplier websites, saving you time by eliminating the need to log in to various websites and download them manually.
The next step
If you're looking to build your app stack or improve your processes, reach out to our cloud experts. We can review your current processes, provide tailored recommendations and assist with software transfers.
