Common problems
- You send Dext collection requests to 30 clients every month. Half of them ignore the first email. You follow up manually, one by one, using a spreadsheet to track who has responded.
- Month-end reconciliation in QuickBooks takes three days because you are manually matching bank transactions that your categorisation rules should have caught.
- Tax season hits and you are processing six months of backlogged receipts from clients who ignored every reminder you sent. Your Karbon task list is a wall of overdue items.
Automations to prioritize
Automated document collection
Dext intake triggers follow-up sequences by client. If documents are missing after 48 hours, an escalation reminder routes to your Karbon task list with the specific missing items listed.
Smart bank feed categorisation
QuickBooks bank transactions auto-categorise using learned rules from your historical patterns. Uncertain matches queue for human review in a daily digest instead of blocking reconciliation.
Month-end status dashboard
A single Google Sheet view pulls completion percentage from QuickBooks, Dext, and Karbon so you see which clients are blocking close at a glance, updated every four hours during month-end.