Overview
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.
About this app
£79/month
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Australia
- Canada
- France
- Hong Kong
- India
- Ireland
- New Zealand
- South Africa
- United Kingdom
- USA
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
- 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
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
Dext is releasing an end-to-end MTD ITSA solution for accountants and bookkeepers
- 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
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 - News
Europe’s leading software investor Hg acquires major shareholding in Dext
- 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 - 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 - 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 Group
23 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 - News
When and How should you use Automatic Publishing in Dext
Some details on this page are subject to change. If you see something wrong please contact us here.
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