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Dext
Dext is a platform that helps users manage their financial data accurately and efficiently. This platform provides various components that allow users to gain insights into their clients and client activity statistics. Dext is particularly valuable for accountants, financial advisors, and business owners, offering advanced tools and analytics to ensure the accuracy and integrity of financial data. With Dext's automation capabilities, users can optimize their financial processes and manage their businesses more efficiently.
Triggers
Trigger components allow you to start an automation flow when an event happens in the app.
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New Client Added
Triggers when a new client is added.
Actions
Action components allow you to perform operations on the app.
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Get Client Activity Stats
Get the rolling annual, monthly, and quarterly average activity stats for a specific client. See the docs here.
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List Clients
Get a list of clients. See the docs here.