# Management Reporting Package for Bookkeepers with Dext

> AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Dext](https://calish.com/workflows/tool/dext/)
- **Role:** [Bookkeeper](https://calish.com/workflows/for/bookkeeper/)
- **Specialty:** Small Business Bookkeeping
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/management-reporting-package-for-bookkeeper-with-dext/

## The Problem

The monthly board package for Small Business Bookkeeping is 40 slides of hand-built variance analysis, and by the time it's done the data is already stale.

## What We Build in Dext

AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Dext — uses the native API or agent integration so nothing leaves the system of record.

## Dext Integration Approach

1. **Audit your Dext configuration.** We map the specific Dext objects, custom fields, and workflows the automation needs to touch for your small business bookkeeping practice.
2. **Build on the Dext API or agent.** Integration happens inside Dext — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Dext with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Management Reporting Package for Bookkeepers](https://calish.com/workflows/management-reporting-package-for-bookkeeper/)
- AI pulls actuals from QuickBooks Online, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste.

## Other Dext Automations

- [Transaction Anomaly & Fraud Flagging for Bookkeepers](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-bookkeeper-with-dext/)
- [Tax Notice & Agency Correspondence for Bookkeepers](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-bookkeeper-with-dext/)
- [Financial Due Diligence Prep for Bookkeepers](https://calish.com/workflows/with/financial-due-diligence-prep-for-bookkeeper-with-dext/)

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