Dext Prepare
About this App
What is Dext Prepare?
Dext Prepare revolutionises your accounting workflow by making it effortless. Eliminate the manual work so you and your clients can reclaim valuable time and focus on what matters. By harnessing the power of accurate data extraction and practice efficiency insights, Dext empowers your firm with the best data, from submission to reconciliation.
What does it do?
Accurate, automated data extraction
Prepare’s award-winning data extraction reduces the errors you might make when manually entering the data yourself. You can also use Supplier Rules to extract and categorise the inputted data.
Multiple submission methods and integrations
Submit your client paperwork in a way that suits you. Snap through Mobile App, email in, or use our automated Invoice Fetch feature. With over 30 integrations, Prepare is also the most widely integrated solution in the market.
Dashboards backed by actionable insight
Day-to-day dashboards allow you to drill down into data and optimise your firm’s bookkeeping efficiency. Get actionable insight into rich data and align client activity with your own KPIs.
Key Benefits
Less manual data entry
Take the pain out of bookkeeping by removing manual data entry from your workflow and get a better view of missing paperwork. Take that time back to concentrate on creating value for your client.
Better client relationships
Save time on data processing and reinvest that time into having better conversations with clients and meeting deadlines.
Instant access to work to be done
See what your team needs to action for their clients, where there’s paperwork missing, and where there’s room to automate. Discover a real-time view of work to be done, avoiding the rush to meet deadlines at the end of the month.
Cost (from)
£159/month
Free Practice Subscription
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Amazon
Apple Store
ApprovalMax
Dropbox
eBay
Etsy
Google Drive
Google Play
GoProposal
PayPal
Shopify
Stripe
Trustpilot
WooCommerce
Zapier
Geographies Served
Australia
Canada
France
Hong Kong
India
Ireland
New Zealand
South Africa
United Kingdom
USA
Industries
Offers by Dext Prepare
Refer a Friend, Get a Free Month with Dext
How To Get Rewarded For Referring Your Peers To Dext Refer an accountant or bookkeeper to Dext and when they sign up, you’ll both get a month free. Conditions apply: To be eligible you must be a Dext Partner who is an accountant or bookkeepers. You can refer other accountants or bookkeepers in practice not using Dext. They will be rewarded with a free month of Dext Prepare when they sign up (capped at £500 or equivalent in your local currency). We will reward you with a free month in return when they sign up to an annual plan (capped at £500 or equivalent in your local currency). Keep an eye out for more limited time referral offersI There is no limit to the number of referrals you can make. You will receive a free month for each referral that signs up. Full terms and conditions can be found here. To get a month free, simply refer a friend or peer working in an accounting or bookkeeping practice by completing the following steps: Navigate to the Manage menu in the Dext web application, click on My Profile and then Get a month free. Also available on the app. Enter the email address of the person you would like to refer and click send. We will send them the introductory email with a link to start a free trial. When the recipient signs up for an annual subscription to Dext Prepare then you’ll both be rewarded.
Read more
App features per category
Feature overview:
Multiple document collection methods with speedy data extraction
Automated transaction and publishing rules for repetitive suppliers and customers
Collection and processing of bank transactions and statements
Automatic reconciliation of transactions and attachment of matching paperwork
Mobile app for quick and simple receipt submission and expense management
Integrations with all major accounting software providers
Advanced automation and approvals for expense reports
In-depth bookkeeping efficiency dashboard
Add Documents
Advanced data collection
Expense and income data
Email-in
Mobile App
Supplier fetching
Manual upload
Bank data
Bank feeds
Bank statement extraction
Expenditure and income
Data extraction
Supplier rules
Customer rules
Item messaging
Automatic publishing to integration
Bank match
Paperwork match
Line item extraction
Purchase order matching
Expense Reports
Automatic submission
Automatic creation of expense reports
Approvals from web and mobile
Report creation by mobile
Categorisation
Income and expenditure
Automatic categorisation
Manual categorisation
Categorisation rules
VAT tracking
Data insights
Client-side
Identify within reconciled transactions what supporting documents are missing
Recognise which transactions lack supporting documents and are pending reconciliation.
Practice automation dashboard
Support
Around-the-clock human support
Self-guided training academy
Personalise onboarding
A dedicated Account Manager
Storage
At least 10 years of document storage
Unlimited storage
Cloud Storage: DropBox, Microsoft OneDrive and Google Drive
Resources by Dext Prepare
- News
The release round-up – Business Owners edition
Welcome to Dext’s release round-up. We’ll be detailing the latest features and giving you a sneak peek at what’s on the way for our business customers. You can also find out more about our plans to combine our three products into one integrated Dext experience.22 Oct 24 - News
The release round-up – October 2024
Explore our latest feature updates and product announcements.8 Oct 24 - News
All You Need to Know About Sundry Expenses
Sundry expenses are small, irregular costs that can disrupt financial clarity if not tracked properly. Automating their management helps streamline tracking, categorisation, and approvals for better financial accuracy.17 Sept 24 - Blog
Bookkeeper: Enhance Your Accuracy and Productivity with Dext
Dext revolutionises bookkeeping by automating data capture and processing, enhancing accuracy, and boosting productivity, allowing bookkeepers to efficiently manage more clients and grow their businesses.12 Sept 24 - News
Supplier Statements – Dext’s new feature for supplier statement extraction and verification
Dext’s latest update integrates new features, including Supplier Statement Extraction, to automate and streamline reconciliation processes, enhancing efficiency and accuracy for all users.5 Sept 24 - Blog
How to Streamline Your Company’s Employee Expenses
Automating employee expense management simplifies bookkeeping, ensures tax compliance, reduces errors, and frees up time for more strategic tasks3 Sept 24 - News
Dext for Businesses: An Enhanced Experience with New Features
Find out what you need to know about our latest product updates and feature releases. You can also explore what’s on the way for you and your clients in the near future.27 Aug 24 - News
The Fastest Way to Upload Receipts and Invoices to Xero
Xero's integration with Dext automates and streamlines the data entry process, ensuring accurate and up-to-date financial records with minimal effort.12 Aug 24 - Blog
5 Common Mistakes Caused by Manual Bookkeeping
For small and medium-sized businesses, manual bookkeeping often leads to costly errors and inefficiencies; switching to automated tools like Dext can streamline financial management, improve accuracy, and enhance decision-making.7 Aug 24 - Blog
The Fastest Way to Upload Receipts and Invoices to Xero
For business owners, accountants, and bookkeepers, Xero’s integration with Dext simplifies the uploading of receipts and transactions, boosting efficiency and accuracy while freeing up valuable time for more strategic tasks.7 Aug 24 - Blog
How to Accelerate Quickbooks Receipt Capture
QuickBooks and Dext integration automates receipt capture, using OCR technology for fast, accurate data entry. Save time and keep accounts updated effortlessly.6 Aug 24 - Blog
Why Accounting Firms Are Turning to Dext for Growth and Efficiency
Why are so many accounting firms turning to Dext to boost their digital transformation and future-proof their business? Let’s take a look.28 Jun 24 - News
The Evolution of Dext
Dext is enhancing Prepare with features from Precision and Commerce, plus approvals, mileage tracking, and statement verification.27 Jun 24 - Blog
Cloud Technology in Bookkeeping by Dext
Whether you are a solo bookkeeper or part of a practice, understanding the benefits can help you stay competitive.19 Jun 24 - Blog
The Bookkeeper of the Future by Dext
From automating routine tasks to implementing sophisticated data analytics, cloud technology specialists are reshaping the industry. They are the bookkeepers of the future.12 Jun 24 - Blog
Bas & Balances and Dext: Four Times More Clients and Better Life Quality
In 2000, during a significant tax change in Australia, Denise ventured into running her own bookkeeping practice – balancing this new role with raising her first child.12 Jun 24 - Blog
How Dext Helps Woodbridge Waterfields Expand its Services and Reach
Here, Tariq explains why Dext has been an integral part of the firm’s tech stack for over a decade and how it helps him to provide a more insightful, data-led advisory service to clients today. He also shares how Dext has both supported and enabled the firm’s recent evolution.11 Jun 24 - Blog
Dext: Financial Management Guide for Hospitality Businesses
In this guide, Dext examines how to navigate the highs and lows of seasonal variation when it comes to managing business finances.10 Jun 24 - Blog
How To Optimise Your Hospitality Budget With Dext
Let’s look at the common challenges the hospitality industry faces, why budgeting is critical and how Dext can help optimise your funds and operational efficiency.10 Jun 24 - Blog
Dext: Why Neglecting Bookkeeping Automation is Risky
Reluctance to adapt can lead to significant risks, both in the immediate future and over the long term, potentially jeopardising the efficiency and competitiveness of their practices.3 Jun 24 - Webinars
Is being a digital firm the key to your success? App of the Month webinar with Dext
Tuesday 21st May at 10:30am with Katie Hawking, Max Whiteley and Will Farnell.21 May 24 - News
Dext announces the general availability of Dextension at Accountex London, 2024
Dextension is a free Chrome browser extension designed to enhance productivity for bookkeepers and accountants by streamlining workflows and integrating seamlessly with Dext and other cloud accounting solutions.15 May 24 - Blog
Dext Transforms Accounting Processes for Maximum Efficiency
Transforming Homes & Gardens, a Perth-based landscaping company, improved efficiency and reduced admin work using Dext Prepare for streamlined bookkeeping.14 May 24 - Blog
Double-Entry Bookkeeping Explained by Dext
In this guide, Dext provides an overview of the double-entry bookkeeping process and what business owners need to know about the figures it generates.13 May 24 - Blog
Dext: Bookkeeping Automation Doesn’t Replace Bookkeepers – Here’s Why
In this article, Dext outlines the applications and limitations of bookkeeping automation and present an exciting vision for the future of work for bookkeepers.13 May 24 - Blog
The Ultimate Guide to Automated Bookkeeping Software by Dext
In this guide, you’ll find everything you need to know about automated bookkeeping software, whether you’re already using the technology or just getting started.13 May 24 - News
Visit the App Advisory Theatre at Accountex London! 15th-16th May 2024
On top of exhibiting on stand 1671, we are also hosting a full programme of talks from our own App Advisory Theatre (Theatre 9) throughout the conference!30 Apr 24 - Blog
Accountex London 2024 Scavenger Hunt
Join in the fun! The App Advisory Plus Scavenger Hunt is for anyone to try - find all 12 bucks from our participating partners' stands for your chance to win!29 Apr 24 - Blog
Dext: How Automation Facilitates Payments, Project Bidding and Cash Flow in Construction
By automating accounting, teams can more easily facilitate payments, bid on projects and upgrade cash flow.25 Apr 24 - Blog
Dext: How You Can Implement AI for Bookkeeping in 2024
Is getting to grips with AI on your to-do list this year?23 Apr 24 - Blog
Dext: Will AI Replace Accountants and Bookkeepers With Automation?
It’s safe to say that artificial intelligence (AI) and automation have penetrated every industry out there. And accounting software is no exception.8 Apr 24 - Blog
Dext Prepare: Why Accurate Bookkeeping Is a Foundation for Construction Success
Let’s look at common challenges for business owners and the advantages of financial automation.8 Apr 24 - Blog
Dext - Digital Transformation: How To Optimise Accounting Automation for Efficiency
Dext's Katie Hawking, Paul Lodder, and Will Farnell of App Advisory Plus discuss optimising accounting automation, emphasising digital transformation's importance and providing insights into streamlining processes.12 Mar 24 - Blog
Effortless Accounting: Why Digital Transformation Is Crucial from Dext
Learn from the partnership between App Advisory Plus and Dext in a two-part series on optimising accounting automation, where industry experts share insights to confidently embrace digital transformation and enhance efficiency in accounting processes.6 Mar 24 - News
Dext Prepare releases milestone ‘Original Email Trail’ feature
The 'Original Email Trail' feature simplifies transaction coding by providing direct access to email text, enhancing clarity and efficiency in workflow.5 Mar 24 - Blog
Embracing Efficiency: Introducing the ‘Original Email Trail’ Feature by Dext
Prince Obode, Product Manager at Dext, shares a brand new launch and some heartfelt thanks.5 Mar 24 - Blog
Dext: How Technology Elevates Construction Financial Management
In the construction industry, operational efficiency and financial health are deeply intertwined. With narrow margins, complex projects and fluctuating market demands, the difference between profit and loss often lies in the ability to streamline operations.5 Mar 24 - Blog
Dext: Paul Aplin OBE reflects on the Spring Budget announcement
Tax expert Paul Aplin OBE examines significant tax changes in the Spring Budget, including National Insurance adjustments and consultations on improving tax advice standards.4 Mar 24 - News
Dext participating in Developer Growth Program for Quickbooks integration
Dext's participation in a 6-month Developer Growth Program aims to optimise the integration of Dext Prepare with QuickBooks, streamlining user experience and enhancing efficiency for businesses, bookkeepers, and accountants.6 Feb 24 - Blog
How Dext Prepare Builds Streamlined Accounting for the Construction Industry
Case study: an automation tool was necessary to digitise accounting and maximise the company’s growth opportunities.6 Feb 24 - Blog
Simplifying Accounting with Dext Prepare and QuickBooks
QuickBooks has established itself as the accounting software of choice for many businesses, adept at handling a range of accounting tasks. The addition of Dext Prepare elevates this experience, providing a path to greater efficiency and accuracy in managing financial data.19 Jan 24 - News
Dext renews Platinum partnership with App Advisory Plus
Accounting software provider Dext signs two-year partnership with UK's leading independent App resource.4 Jan 24 - Blog
Bright/Shift Discovers the Bright Side of Accounting with Dext Prepare
Follow the steps that led to the decision to use Dext Prepare and Xero for Bright/Shift’s invoicing and accounting.4 Jan 24 - Blog
2024 Accounting Trends: AI Takes the Lead by Dext
We’re entering an exciting new chapter in the accounting and bookkeeping world, where Artificial Intelligence (AI) is already cemented as a transformative force.19 Dec 23 - Blog
Training Accountants For the AI Era by Dext
Find out why accountants can’t ignore AI and how to use it to your firm's advantage.5 Dec 23 - Blog
Iron Lake Balls Utilises Dext Prepare for Ace Accounting
Learn how a sports eCommerce business worked with Dext Prepare to get a hole in one.5 Dec 23 - Webinars
Dext part 2: Optimising accounting automation for efficiency
Is your accounting automation truly optimised for peak efficiency? Webinar on Tuesday, 5th December at 10.30am (UK)5 Dec 23 - Webinars
Dext part 1: Goodbye data entry. Hello! Effortless accounting
How do you get started and how do you ensure it’s a success? Webinar on Tuesday, 28th November at 10.30am (UK)28 Nov 23 - Blog
The Implications of AI on Data Privacy and Security by Dext
AI, as a tool, is neither good nor bad — it’s the people and processes behind it that dictate its ethical and security stance.27 Nov 23 - Blog
Dext: How AI Can Drive Environmental and Social Responsibility
Environmental, social and governance (ESG) factors are becoming increasingly central to accounting.22 Nov 23 - News
Dext webinar series: Accounting Automation from getting started to flying high
Whether you're an automation rookie or you're looking to level up your game, this series is for you! Join our exclusive two-part webinar series, taking you through the process of automating your accounting process.13 Nov 23 - News
New updates announced for Dext Solo
Dext Solo, a digital record-keeping solution for sole traders and small landlords, has announced significant updates including seamless migration flows, custom category management, and new summary and tax reporting features, with upcoming enhancements including property tax reporting, error flagging, and tax software integrations.2 Nov 23 - Blog
Mazars and Dext Prepare: A Strategic Approach to Global Efficiency
Here, the top Mazars leaders from the United States, the United Kingdom and Australia discuss their primary challenges and highlight how Dext Prepare has supported Mazars in scaling up and transforming their business to succeed in today’s fast-moving markets.13 Oct 23 - Blog
Top 5 Features in Dext Prepare You Probably Don’t Know About
In this article, we’re diving into five under-the-radar features in Dext Prepare that could be game-changers for your business operations. From smart rules to on-the-go expense reporting, these features are about to make your financial handling a breeze.12 Oct 23 - Blog
Ohalo and Dext Prepare: Pioneering Efficient Data Management in the Digital Age
Leveraging the growing power of machine learning and natural language processing, Ohalo addressed challenges in data management and privacy at scale, enabling clients to understand and classify vast amounts of files.12 Sept 23 - Blog
Gecko Bookkeeping: Cooking Up Success with Dext Prepare
Gecko Bookkeeping believes that the accounting process should be “simple, efficient and accurate” – and so do we.12 Sept 23 - Blog
Dext Prepare Takes TB Electrics From a Paper Trail to a Green Cloud Journey
To address their challenges, TB Electrics partnered with Accounts and Legal, a professional accounting firm. The firm recommended Dext Prepare, the automation tool designed to simplify accounting tasks.25 Aug 23 - Blog
BASIS PERIOD REFORM: All you need to know from Dext
Everything you need to know about the changes to unincorporated business tax accounting17 Aug 23 - News
Dext Strengthens Integration with Xero to Boost Productivity for Small Businesses
Dext, the financial data automation software leader, today announced a deepening of its integration with Xero, the global small business platform, by enabling direct billing on the Xero App Store.15 Aug 23 - Blog
Sabby Gill Discusses Dext’s Jam-Packed Plan for the Future
In a discussion with the Accounting Influencers Podcast, Sabby shed light on Dext’s current trajectory, our unique company culture and our exciting plans for the future.1 Aug 23 - Blog
Inform Accounting and Dext: Real-Time Data and Solutions to Streamline Accounting
How Inform Accounting recognised the pressing need among small businesses for comprehensive, outsourced financial solutions.17 Jul 23 - Blog
From Paper to Pixels: LWA and TW Bowler’s Digital Transformation Journey with Dext Prepare
How two companies found each other, how they grew, and how Dext Prepare improved their bookkeeping17 Jul 23 - Blog
Unleash the Power of Automation in Your Business Accounting by Dext Prepare
A Practical Guide to Automation Your Business's Accounting and Bookkeeping10 Jul 23 - Blog
A First Look at Our Long-Awaited Feature: Multi-Account Management
Dext's Head of Platform and Growth, Mustafa Roomi, shares some exciting and highly-anticipated product news.13 Jun 23 - Blog
Why Quality Data Must Be at the Core of Your Firm’s Strategy by Dext
In times of economic uncertainty, clients tend to rely heavily on their accountants and bookkeepers to provide critical financial insights.12 Jun 23 - Blog
Jo Wood Virtual FD’s First Steps to Accounting Automation
With a new tax year upon us, is it time to do things differently? Dext Prepare helped Jo Wood Virtual FD to alter the way the team works, becoming more efficient and effective by removing repetitive manual tasks.12 Jun 23 - Blog
Dext Prepare vs Dext Commerce: Which One Does My Business Need?
You might have heard of two different Dext products: Prepare and Commerce. If you’re unsure about the difference between them and how each software can help your business, worry not: this blog will help.31 May 23 - Blog
Accounting for Small Business
Learning about accounting for small business may not be the most exciting part of building your own, but it is essential in order to run your business and make it thrive.24 May 23 - Blog
Digital Transformation and the Future of Accounting
Digital transformation is no longer a faraway, visionary concept; it’s happening before our very eyes. The question is: how will it affect the future of accounting? To help accounting firms, we explore the three core pillars and suggest where you can make a start.24 May 23 - Blog
How Accounting Automation Empowers Businesses Owners
Explore the numerous benefits of incorporating accounting automation tools into your business operations to help you strategise better and grow faster.23 May 23 - Blog
OnPoint Accounting Group uses Dext Prepare to increase practice efficiency
Hear from Johann Goree, a real-life Dext Prepare partner and GRoup Managing Director at OnPoint Accounting Group23 May 23 - Blog
Smart Tech for Smart Businesses: Reclaim Your Evenings with Dext Prepare
Tired of spending countless evenings hunched over a keyboard, manually entering financial data into spreadsheets? You’re not alone.23 May 23 - Blog
Business Expense Management On The Go
With its intuitive mobile app and user-friendly desktop software, Dext Prepare makes managing your finances on the go a breeze.23 May 23 - News
New from Dext: Multi-account Management
The most requested feature of the year is finally here! Dext's new Multi-account management feature eliminates the hassle by allowing you to effortlessly merge and switch between accounts under one login. Say goodbye to wasted time and frustration!19 Apr 23 - News
Europe’s leading software investor Hg acquires major shareholding in Dext
- News
When and How should you use Automatic Publishing in Dext
- News
Dext is releasing an end-to-end MTD ITSA solution for accountants and bookkeepers
Some details on this page are subject to change. If you see something wrong please contact us here.
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