Dext
Dext email integration
ForwardThis reads Dext Precision for you and emails the answer back, from a client's data health score to their debtor days and how many bank feeds are still manual.
Setup in 30 seconds.
How it works
Connect Dext
Create a free account and connect Dext. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies with the answer in your inbox, pulled straight from Dext. Nothing there gets edited.
Just forward it
to do@forwardthis.io
Fwd: Partners' meeting Thursday
Which of our Dext clients need attention, and how is Ashworth Joinery looking?
---------- Forwarded message ----------
Morning - before Thursday can you pull together where we are on the messier client files? Ashworth in particular, they were behind last quarter.
42 clients, 7 needing attention
Ashworth Joinery, Pellow Ltd, Bryn Davies Plant Hire
Ashworth Joinery: health score 61
38 debtor days · 2 bank feeds still manual
The answer comes straight back in your inbox, and nothing gets edited.
Some other examples
- “Which clients are on alert this month?”
- “What's Ashworth Joinery's VAT scheme and debtor balance?”
- “Send me Pellow Ltd's transaction volumes against last year.”
Everything ForwardThis can do in Dext
Look up records
List clients and their data-health scores
Read a record
Read a client's data health
Read a report
Read a client's bookkeeping activity
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Dext?
- Forward the email to your ForwardThis address with the question you want answered, like "which of our Dext clients need attention?". ForwardThis looks it up and the answer comes back as a reply, with nothing changed in Dext. The first time, you'll need a free account with Dext connected, which takes about 30 seconds.
- Can ForwardThis send receipts and invoices into Dext?
- No, and no other tool can either: Dext gives outside tools no way to send documents in. The way in is Dext's own, the extraction address that comes with your account, so you forward receipts to your @dext.cc address exactly as you do today. ForwardThis is for the other direction, asking Dext questions and getting answers back.
- What can it tell me about a client?
- Which clients need attention and why, one client's health in detail, and how their bookkeeping is moving against last year.
- Does it change anything in Dext?
- No. It only looks things up. It answers the question and replies, and there is nothing in Dext for it to edit, so there is nothing to undo. Forward the same email to it as often as you like.