Dext Prepare

Platinum

Accountant Tools•

Approval Automation•

Expense Management•

Purchase Management•

Receipt & Invoice Processing•

dext.com

Dext Prepare collects and categorises all the information you need from clients’ bookkeeping records, providing you with a quick and convenient way to get their data into the accounting system.

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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)

£159.00/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

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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.

View Offer

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