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.
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.
Free Practice Subscription
14 day free trial, fully functional, no credit/debit card required
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.
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
Advanced data collection
Expense and income data
Bank statement extraction
Expenditure and income
Automatic publishing to integration
Line item extraction
Purchase order matching
Automatic creation of expense reports
Approvals from web and mobile
Report creation by mobile
Income and expenditure
Identify within reconciled transactions what supporting documents are missing
Recognise which transactions lack supporting documents and are pending reconciliation.
Practice automation dashboard
Around-the-clock human support
Self-guided training academy
A dedicated Account Manager
At least 10 years of document storage
Cloud Storage: DropBox, Microsoft OneDrive and Google Drive
Training Accountants For the AI Era by Dext
Iron Lake Balls Utilises Dext Prepare for Ace Accounting
Dext part 2: Optimising accounting automation for efficiency
Dext part 1: Goodbye data entry. Hello! Effortless accounting
The Implications of AI on Data Privacy and Security by Dext
Dext: How AI Can Drive Environmental and Social Responsibility
Dext webinar series: Accounting Automation from getting started to flying high
New updates announced for Dext Solo
Mazars and Dext Prepare: A Strategic Approach to Global Efficiency
Top 5 Features in Dext Prepare You Probably Don’t Know About
Ohalo and Dext Prepare: Pioneering Efficient Data Management in the Digital Age
Gecko Bookkeeping: Cooking Up Success with Dext Prepare
Dext Prepare Takes TB Electrics From a Paper Trail to a Green Cloud Journey
BASIS PERIOD REFORM: All you need to know from Dext
Dext Strengthens Integration with Xero to Boost Productivity for Small Businesses
Sabby Gill Discusses Dext’s Jam-Packed Plan for the Future
Inform Accounting and Dext: Real-Time Data and Solutions to Streamline Accounting
From Paper to Pixels: LWA and TW Bowler’s Digital Transformation Journey with Dext Prepare
Unleash the Power of Automation in Your Business Accounting by Dext Prepare
A First Look at Our Long-Awaited Feature: Multi-Account Management
Why Quality Data Must Be at the Core of Your Firm’s Strategy by Dext
Jo Wood Virtual FD’s First Steps to Accounting Automation
Dext Prepare vs Dext Commerce: Which One Does My Business Need?
Accounting for Small Business
Digital Transformation and the Future of Accounting
How Accounting Automation Empowers Businesses Owners
OnPoint Accounting Group uses Dext Prepare to increase practice efficiency
Smart Tech for Smart Businesses: Reclaim Your Evenings with Dext Prepare
Business Expense Management On The Go
New from Dext: Multi-account Management
Europe’s leading software investor Hg acquires major shareholding in Dext
When and How should you use Automatic Publishing in Dext
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.
Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.
Your stack is currently empty...Start building
Select up to 4 Apps to compare to choose the ideal app: