Dext

Read practice and client data from Dext Precision. Agents pull client rosters with data health scores and alert levels, track bookkeeping activity trends, and reach any Precision endpoint through a generic authenticated call.

4 actions API key available

Dext website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

The Monday practice review cycle starts on a schedule

List Clients pulls the entire roster in one call, each client with its data health score and alert level

The agent compares every score against last week's snapshot and the practice's threshold

Get Client retrieves the detail behind each deteriorating score: VAT position, debtor metrics, bank reconciliation counts

The bookkeeping channel receives the week's watchlist: which clients dropped, which metric moved, and by how much

The practice manager reads the watchlist and decides who calls each client, because a data health score falling is sometimes a bookkeeping problem and sometimes a client quietly in trouble

The full roster snapshot archives to the reporting sheet for the trend history

What This Integration Enables

An accounting practice's real inventory is the health of its clients' books, and Dext Precision scores that inventory continuously: data health from 0 to 100, alert levels, debtor metrics, VAT positions, reconciliation counts. What Precision cannot do is make your practice look at it. FlowRunner agents close that gap by turning the Data Health and Insights API into a standing review process: every client scored weekly, every deterioration surfaced with its cause attached, and every judgment call routed to the partner who owns the relationship. The practice runs on the same evidence at every level, from the Monday watchlist to the quarterly pricing review, without anyone assembling it by hand. - Pull the full client roster with data health scores and alert levels in a single unpaginated call - Read per-client detail: organisation type, HMRC status, VAT scheme and cycle, debtor balance and days, bank reconciliation counts - Track rolling activity: annual, quarterly, and monthly turnover and transaction counts with year-over-year and month-over-month changes - Reach any Precision endpoint the dedicated actions do not cover through a generic authenticated call - Feed practice-wide reporting in spreadsheets and CRMs without manual logins

Without FlowRunner

Client health is checked one login at a time Someone opens each client in Precision when they get around to it, and deterioration compounds quietly

The practice review runs on anecdote Partners discuss the clients who called, not the clients whose numbers moved

Trend data exists but nobody keeps it Scores are a point-in-time glance, and last quarter's number is gone

With FlowRunner

The whole roster is scored every week One scheduled sweep reads every client's health score and alert level, no logins

The watchlist is computed, then judged Agents surface who dropped and why; partners decide who gets the call

History accumulates automatically Weekly snapshots build the trend line that turns a bad month into an early warning

Use Case Scenarios

The practice dashboard that assembles itself

Every Monday, the agent runs List Clients and writes the roster to [Google Sheets](/integrations/google-sheets): client, practice code, provider, health score, alert level, plus the delta against the stored history. Clients below the practice threshold or with worsening alert levels post to [Slack](/integrations/slack) as the week's watchlist. Partners walk into the Monday meeting with the same complete picture, computed the same way, every week, and the meeting spends its time on decisions instead of data gathering.

Throughput benchmarking across the client base

Quarterly, the agent calls Get Client Activity for every client and logs turnover and transaction counts, sales, bills, credits, manual journals, bank transactions, with their year-over-year changes into the benchmarking sheet. The practice sees which clients' volumes are growing faster than their fees, which engagements have quietly shrunk, and where manual journal counts suggest a process problem. Pricing reviews and staffing plans start from throughput data instead of instinct.

Roster reconciliation against the ledger

Practices drift: clients onboard in Precision but not the CRM, or disconnect from their accounting provider without anyone noticing. A monthly agent cross-checks List Clients against the practice's records in [Xero](/integrations/xero) and the CRM, flagging clients present in one system and missing in another, and clients whose connected provider id has gone stale. The operations lead works the exception list, and the practice's systems stop disagreeing about who its clients are.

Human-in-Loop Highlight

The dedicated actions in this connector are all reads, but Make an API Call is not bounded by that: it sends an authenticated request with any method, path, and JSON body to any Precision endpoint, current or newly released, with the practice's Bearer token attached. That reach is the feature, and it is also the risk: a POST or DELETE composed from a wrong path or a misread of new documentation executes against live practice data with no dedicated action's guardrails around it. So FlowRunner treats the escape hatch with a simple rule: GET requests through Make an API Call flow freely, and anything that writes stops for a person. The agent presents the exact method, path, and body it intends to send, and the practice manager approves the call as composed. The generic action keeps the practice ahead of Dext's release notes; the gate keeps it from learning a new endpoint's behavior the expensive way.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

4 actions

Clients

List Clients Lists every Dext Precision client the API token can access in summarised form: client id, name, practice code, connected accounting provider id, overall data health score from 0 to 100, and alert level. Unpaginated, so one call returns the whole roster. The sweep behind practice-wide reporting.
Get Client Retrieves a single client's detail and calculated data-health metrics by id: organisation type, company number, HMRC status, financial year end, VAT scheme, number, reporting cycle and period, debtor balance, average debtor days and one-day impact, and bank account and manual feed counts. The detail pull behind every watchlist entry.
Get Client Activity Retrieves rolling activity statistics for a client: an annual total plus monthly-average and quarterly-average sections, each reporting turnover and transaction counts for sales, bills, credits, manual journals, and bank transactions with year-over-year changes, and month-over-month changes in the quarterly section. The benchmarking source for throughput and trend analysis.

Advanced

Make an API Call Sends an authenticated request to any Dext Precision Data Health and Insights API endpoint not exposed as a dedicated action, with a path relative to the API base, optional HTTP method, query parameters, and JSON body, and the API token attached automatically as a Bearer credential. The escape hatch this page's human gate supervises for anything beyond a read.

Frequently Asked Questions

What can FlowRunner do with Dext?

FlowRunner agents can run List Clients, Get Client, and Get Client Activity in Dext, plus 1 more action.

Does connecting Dext to FlowRunner require OAuth?

No. Dext connects to FlowRunner with an API key, no OAuth flow required.

Can Dext trigger a FlowRunner workflow automatically?

Dext doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

Start building with Dext

$100 in credits. No card required. Connect in minutes.

Start Building Free Talk to us