Download your free Monthly Accounting in Dext template to personalize and use in your bookkeeping or accounting firm.

This template is a partnership best practice process between Dext and Karbon for monthly accounting.

The template uses Karbon's Automators and Client Tasks to streamline this workflow to:

Ensure all invoices, bills and expenses have been captured in Dext
Review and publish all transations in Dext
Follow up with clients for missing information
Ensure all financial reports are compiled

Learn more about Dext and view this template in action.

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Dext

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Accounting Dext

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Download the Template

Download your Monthly Accounting in Dext template now.

.XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

Time and Budget Estimates
Task Automation
Client Task Automation
Client Work Scheduling

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Increase efficiency when preparing, reconciling and reviewing your clients' monthly accounting with this streamlined workflow.