Prepare
Organise the supplier documents and source lines.
DBX ONE INSIGHTS
Stop digging through invoices.
Start with what needs attention.
Send one supplier month. INSIGHTS organises the documents, separates routine activity from exceptions and keeps the evidence beside the next step.
One month organisedExceptions separatedEvidence linked
Practice Pro
The few things
worth your attention.
Instead of opening invoices one by one to rebuild the month, start from a structured view of what changed and why it was raised.
- Documents accounted for.See the submitted supplier month as one organised set rather than a folder of unrelated files.
- Human judgement narrowed down.Routine items are separated from supported exceptions that actually need a decision.
- Evidence beside the issue.Each raised item keeps the relevant supplier evidence close enough to check.
A clear view back
A clear view back.
The point is not another dashboard. It is to reduce the work between receiving supplier documents and knowing what deserves a decision.
Separate
Pull supported exceptions away from routine activity.
Review
Keep the evidence and next step together.
The complete output
Numbers first.
Then the story behind them.
The Practice Pro example combines the supplier overview with the evidence and actions underneath it. You can inspect the full example before sending anything.
- Supplier overview.See the size and shape of the month without rebuilding it manually.
- Price and delivery context.Supported movement and delivery patterns are pulled into the same review.
- Copy-ready follow-up.Practice Pro can prepare evidence-linked supplier messages where the finding supports one.
Fits the finance workflow
Keep the accountant and software
already in place.
INSIGHTS does not need to replace Dext, Xero, QuickBooks, Sage or the practice's accountant. Tell us what accounting software you use so the trial can be prepared around the current workflow and future integration path.
Accounting system stays
Bookkeeping, posting and final accounting controls remain with the existing system and accountant.
DBX ONE prepares the review
INSIGHTS focuses on supplier-document organisation, exceptions, evidence and management follow-up.
Practice keeps the judgement
No supplier or accounting decision is silently approved just because the system raised it.
The simple reason
Month-end time is still staff time.
INSIGHTS is designed to cut the repetitive part: opening documents, rebuilding supplier information and tracing evidence. The practice keeps the judgement; DBX ONE prepares the work around it.
DBX ONE INSIGHTS FAQ
Before you send a supplier month.
Straight answers about scope, workflow, review and data handling.
Is INSIGHTS the same product as STOCKROOM?
No. INSIGHTS is a separate DBX ONE product for supplier invoices and monthly management review. You can use INSIGHTS without using STOCKROOM.
What problem is INSIGHTS designed to solve?
It reduces the repetitive work between receiving supplier documents and understanding the month. INSIGHTS organises the submitted documents, separates supported exceptions from routine activity and keeps the source evidence beside the review point.
What do we submit?
A supported supplier-document period, normally one agreed month. The service supports invoice and credit-note files within the limits of the selected run or plan. Patient records are outside scope.
What do we get back?
The exact output depends on the plan. Practice Pro includes the structured supplier view, supporting evidence, review points and the DBX Action Board, with evidence-linked follow-up where supported.
Does INSIGHTS replace our accountant, Dext, Xero, QuickBooks or Sage?
No. Existing bookkeeping, posting, approval and accounting controls remain where they are. INSIGHTS focuses on organising supplier documents, preparing supported checks and making the management review easier.
Does INSIGHTS make purchasing or accounting decisions automatically?
No. A raised item is a review point, not an automatic approval or instruction. The practice remains responsible for checking the evidence and making purchasing, supplier-management and financial decisions.
What happens if something is uncertain or looks wrong?
It should be surfaced for human review rather than silently treated as fact. The purpose of the evidence-linked view is to make it quicker for the practice to check why something was raised.
Do you need direct access to our accounting system?
The standard service does not require direct accounting-system access. The practice tells DBX ONE what software it already uses so the output and any supported handover can fit the existing workflow.
What is included in the first free run?
The current complimentary first run is produced at Practice Pro level using one supported supplier month, up to 100 supported files. No payment details are required for that first run.
How quickly is a run returned?
For a standard suitable run, DBX ONE currently targets delivery within one working day after the document batch has been confirmed complete and suitable. That is a target rather than a guaranteed deadline.
Does INSIGHTS need patient data?
No. Do not submit patient records or special-category health data. INSIGHTS is designed for supplier and practice-operational documents within the stated service scope.
How is our supplier information handled?
Read the current Confidentiality, Privacy, DPA and submission disclosure before sending documents. Those pages describe the current processing route and responsibilities.
First Practice Pro run
See the complete output before paying.
Submit one supported month, tell us the accounting software you already use, and judge the full Practice Pro output before deciding whether to continue.