The month, explained
Supplier movement, recurring costs and price changes are brought together without opening invoice after invoice.
DBX ONE INSIGHTS
Stop digging through invoices
to understand the month.
One supplier month in, one clear view back: what changed, what needs attention and the evidence behind it — so management time goes to decisions, not reconstruction.
One month organisedExceptions separatedEvidence stays linked
Practice Pro example
Example GP Practice · 30 June 2026 · fictional demonstration data
Supplier spend£4,832.08
Documents24
Delivery£69.76
Suppliers6
Evidence-led checks
Example findings- Possible repeated £331.15 charge Check
- Delivery across 7 smaller orders Review
- All 24 files accounted for Clear
Action Board
Prioritised- Evidence linked Open
- Practical next step Ready
- Supplier message draft Copy
Time back at month-end
Less digging.
Fewer manual checks.
INSIGHTS organises the routine work first, so management time can go to the changes and exceptions that actually need a decision.
Exceptions already separated
Potential duplicates, missing documents and unusual movements are pulled out from routine activity for review.
Actions ready to use
The Action Board keeps the issue, evidence and next step together, so follow-up starts from something usable rather than another dashboard.
Fits the current workflow
Keep the finance systems
already in place.
Bookkeeping can continue through Dext, Xero, QuickBooks and the practice's accountant. INSIGHTS focuses on reducing the management review that still sits around that workflow.
Dext / Xero / QuickBooks
Capture, bookkeeping, posting, VAT treatment and the accounting system of record.
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DBX ONE INSIGHTS
Monthly supplier review, evidence-linked exceptions and practical actions for the practice.
The actual example
Open the complete output.
The Practice Pro example covers £4,832.08 across 24 invoices and six suppliers, with the evidence structure, Action Board and exports visible.
Open Practice Pro exampleData handling before upload
Read the processing route first.
The Confidentiality page, Privacy Notice and DPA explain the current AI-assisted workflow, retention and sub-processors before a practice submits supplier documents.
DBX ONE INSIGHTS
Know what changed.
Know what needs doing.
Try the full Practice Pro output on one month of supplier documents before deciding whether it is worth continuing.