Case Study: Sowerby Chartered Accountants saves time and streamlines bookkeeping with Dext

Sowerby Chartered Accountants - Customer Case Study

Sowerby Chartered Accountants, a Sage-focused practice, needed a more efficient way to manage bookkeeping and invoice processing, especially as remote working during the pandemic made desktop-based workflows slow and cumbersome. Billie Mcloughlin wanted to introduce cloud accounting improvements without forcing major change, starting with easy wins like bank feeds and better use of existing systems before moving toward more advanced automation.

Sowerby Chartered Accountants implemented Dext Prepare to scan invoices and bank statements, with support from the Dext team through training and a beta feature request. After an initial trial with another tool, they switched to Dext and found the transition seamless, with bookkeepers able to focus on higher-value work while admin staff handled scanning. The results included significant time savings for clients, including an average of 1.8 minutes saved per invoice and a reported potential saving of 15-20 hours per week, or around 1,000 hours per year, for one client.

Sowerby Chartered Accountants

Billie Mcloughlin

Business Development Manager