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Dext Prepare makes accountants more productive, profitable and powerful.

Dext Prepare is a brilliantly simple way to bring all your paperwork together in a standardised, digital format. Whether it’s a receipt, an invoice or a bank statement, upload it and Dext will extract the data you need, then send it to your accounting software. So you get the accurate numbers you need, without having to sit and enter them manually.

It is the only platform that gives you full oversight of team workload and client performance in a single view. Dext is used by nine out of the ten large accounting networks globally, including Deloitte, BDO, Tax Assist and Mazars.

**Latest update**

New feature for accountants:

  1. Data-driven insights
  2. Get a clear, in-depth view of your client’s bookkeeping data
  3. Filter and drill down to focus on the data you want to see
  4. Spot trends, bottlenecks, opportunities and more

The Benefits

  • Market-leading accuracy
    Dext Prepare captures and processes paperwork with 99% accuracy, giving you peace of mind that you’re working with the best quality data.
  • Rapid paperwork processing
    Whether it’s a receipt, train ticket or bank statement, Dext Prepare processes it and extracts the relevant date in just 30 seconds.
  • Save hours of manual labour
    Accountancy firms that use Dext Prepare tell us it saves them up to 5.5 hours per client, per month on manual data processing.
  • Focus on adding value
    Use the hours you’ve regained to grow your business, or to offer greater depth of advice, working with the most accurate figures.
  • Easy to use
    Dext Prepare offers nine ways to upload paperwork, including mobile app, email and auto-invoice fetching. So it’s easy for anyone to get started.

The figures you need, with none of the hassle

Finance is a fact of any business, but bookkeeping tasks take time away from the things that help your business grow. With Dext Prepare, you can snap, extract and analyse the data you need. So you gain control and confidence when it comes to your figures, without being slowed down.

 

Expense Management Features

  • Categorise expenses
    • AI auto categorise
    • Manual
    • Rules
    • VAT tracking
  • Employee expenses
    • E-Approval
    • Single
    • Reports
    • Automatic submit
    • Manual submit
  • Expense capture
    • Email-in address
    • Expense data extraction
    • Fetch
    • Suppliers
    • Upload

Practice Management Features

  • Work and Work Templates
    • Statutory deadlines
    • Work status'
    • Work subtasks
    • Work tasks
    • Work templates

Receipt & Invoice Processing Features

  • Dashboard
    • Client view
    • Practice view
  • Data Extraction Type
    • Bank statements
    • Billls
    • Credit notes
    • Receipts
    • Sales Invoices
  • Data Submission Method
    • Email
    • Mobile App
    • Multi item doc (ie. PDF)
    • Split per page
    • Multi page doc
    • Single page doc
    • Supplier fetching
    • Upload
  • General
    • Add missing documents to existing transactions (QBO/Xero)
    • Bank feeds
    • Bank match
    • Choose accounts
    • Duplicate detection (items in app)
    • Email suppliers
    • Expenses e-approval
    • Export all transactions
    • CSV
    • PDF
    • Intuitive suggestions for category and tax
    • Mark bills as paid
    • Merge suppliers
    • Missing paperwork report
    • Multi-currency
    • View unpaid/paid purchase invoices on mobile
  • Line items
    • Manually split into line-items
    • Per supplier extraction
  • Rules
    • Billable
    • Billable QuickBooks Online
    • Customer tracking
    • Global payment method rules
    • QB Class / Location
    • Supplier auto-publish
    • Supplier category / description / due date / VAT
    • Supplier level payment rules
    • Xero tracking
  • Storage features
    • Minimum 7 years document storage
    • Unlimited storage
Cost (from)
£12.50
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Yes
Accounting Software
Clear Books, FreeAgent, FreshBooks, KashFlow, MYOB, QuickBooks Online, Sage 50cloud, Sage Business Cloud, Twinfields, Xero
Data Sync
Daily, Manual, Real Time, Weekly
Mobile OS Compatibility
Android, iOS
Non-Accounting Integrations
ApprovalMax, Dropbox, Gusto, Tripcatcher, WorkflowMax, Xero HQ, Zapier
Head Office
London (UK)
Offices
Bulgaria (BJ), Cape Town (ZA), London (UK), Paris (FR), Sydney (AUS), Washington DC (USA)
Geographies Served
Australia, Canada, Hong Kong, India, Ireland, New Zealand, South Africa, UK, USA
Support Channels
Email, Live Chat, Telephone, Web Form
Support Availability
24/7 support
Training
Self Guided, Vendor Led
Two Factor Authentication
Yes
App Category
Expense Management, Practice Management, Receipt & Invoice Processing
Sector
Accounting and Bookkeeping, Agriculture, Construction and Engineering, Creative Agencies, Education and Training, Event Management, Franchising, Healthcare, Hospitality, IT and Telecomms, Legal Service, Manufacturing, Motor, Not For Profit, Professional Services, Property and Real Estate, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale

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