Dext Prepare

Who Uses Dext Prepare?

SMB's, Accountants, Bookkeepers

What Is Dext Prepare?

Dext is pre-accounting software for companies and chartered accountants - designed to help save time when collecting and entering the important information.

A single platform that sorts through your documents and seamlessly integrates with your accounting system. With Dext, you can send expense reports and business expenses in one simple click, then all the information is automatically categorized and safely stored.

Dext Prepare Details

Dext

https://dext.com/

Founded 2010

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Starting price

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US$10.00/month

Free Version

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Free Trial

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Dext Prepare deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Windows (On-Premise)
  • Chromebook (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Webinars
  • Documentation

Dext Prepare Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

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  • Accounting
  • Accounting Integration
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  • Aging Tracking
  • Alerts/Notifications
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  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customisable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

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  • Accounting
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  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Configurable Workflow
  • Credit Card Processing
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Payments
  • Email Management
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • For Accountants
  • For CPA Firms
  • Invoice Management
  • Invoice Processing
  • Messaging
  • Multi-Currency
  • Online Payments
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Secure Data Storage
  • Staff Management
  • Status Tracking
  • Task Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Workflow Management

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  • Activity Dashboard
  • Bank Reconciliation
  • Billing & Invoicing
  • Bookkeeping Services Integration
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Categorisation/Grouping
  • Collections Management
  • Credit Card Processing
  • Customisable Templates
  • Data Import/Export
  • Document Storage
  • Electronic Payments
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • Payroll Management
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Revenue Recognition
  • SSL Security
  • Sales Tax Management
  • Spend Management
  • Tax Management
  • Third Party Integrations
  • Transaction History
  • Vendor Management

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  • Abbreviation Detection
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  • Activity Tracking
  • Alerts/Notifications
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  • Barcode / Ticket Scanning
  • CRM
  • Calendar Management
  • Collaboration Tools
  • Conditional Logic
  • Configurable Workflow
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Quality Control
  • Data Replication
  • Data Retrieval
  • Data Visualisation
  • Database Support
  • Document Management
  • Drag & Drop
  • Electronic Forms
  • Electronic Signature
  • Email Address Extraction
  • Email Management
  • Forms Management
  • Image Capture
  • Mis-Keyed Variation Detection
  • Multiple Data Sources
  • Offline Access
  • Optical Character Recognition
  • Phonetic Variation Detection
  • Real Time Data
  • Real-time Updates
  • Reporting & Statistics
  • Role-Based Permissions
  • Task Management
  • Third Party Integrations
  • Voice Recognition
  • Web Forms
  • Workflow Management

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  • Accounting Integration
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  • Budgeting/Forecasting
  • Categorisation/Grouping
  • Compliance Management
  • Configurable Workflow
  • Corporate Card
  • Credit Card Management
  • Currency Conversion
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • ERP
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Fraud Detection
  • Invoice Management
  • Invoice Processing
  • Mileage Tracking
  • Mobile Access
  • Mobile Receipt Upload
  • Multi-Currency
  • Policy Management
  • Projections
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Single Sign On
  • Spend Analysis
  • Spend Control
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

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  • Accounting
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  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Cash Flow Management
  • Cash Management
  • Charting
  • Check Printing
  • Collaboration Tools
  • Compliance Management
  • Customisable Reports
  • Customisable Templates
  • Donation Tracking
  • Donor Management
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Monitoring
  • Multi-Currency
  • Partnership Accounting
  • Payroll Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring/Subscription Billing
  • Reporting & Statistics
  • Third Party Integrations
  • Time & Expense Tracking

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  • Activity Dashboard
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  • Application Management
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  • Configurable Workflow
  • Cost Analysis
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Connectors
  • Data Extraction
  • Data Import/Export
  • Data Mapping
  • Data Storage Management
  • Data Verification
  • Data Visualisation
  • Deep Learning
  • Demand Forecasting
  • Drag & Drop
  • Forecasting
  • ML Algorithm Library
  • Model Training
  • Monitoring
  • Multi-Language
  • Multiple Data Sources
  • Natural Language Processing
  • Performance Metrics
  • Predictive Analytics
  • Predictive Modeling
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Reporting & Statistics
  • Reporting/Analytics
  • Secure Data Storage
  • Self-Learning
  • Sentiment Analysis
  • Statistical Modeling
  • Tagging
  • Task Management
  • Templates
  • Third Party Integrations
  • Training Management
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Visual Discovery
  • Visualisation
  • Workflow Management

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Dext Prepare Reviews for UK Users

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 4.2
Customer Service 3.8
Features 4
Value for Money 3.8

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Write a Review!
Brett G.
Owner
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 26/07/2018

"Smart Solution to manual bookkeeping entry"

Comments: Time. This saves time . It also provides peace of mind.

Pros: The AI behind this software is smart and adaptive. The OCR recognition can identify the debit/credit card used on a submitted receipt and match that receipt payment to the specific bank account in your accounting software so you can avoid sending payments to the wrong account. For accounting firms, the bundled pricing is a great value to share with your clients. It does not just push the data to your accounting software, but will search your transactions in the software to try to find matches and will sync up the payments with ease.

Cons: While they are doing good with the fetch option for online invoices (they can pull the statements and invoices from online billers, such as cell phone or internet), they do not have the capability, currently, to pull bank statements. Add this feature and we have an unmatched solution to this expense capture sector in my opinion.

  • Reviewer Source 
  • Reviewed on 26/07/2018
Elliott N.
Systems Manager
Hospitality, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 18/01/2021

"Everything we need at the right price"

Pros: Very easy to use. The interface is clear and user-friendly. The lack of mandatory expense reports is a big plus in my view. When we used Expensify we had various issues dealing with expense reports. They aren't really necessary for our process, so eliminating them saves time. Also, now an issue with one transaction won't hold up the rest of the report. The OCR is very accurate compared to our previous software (Expensify and Veryfi), and did seem to learn how to read different vendors' invoices when I had to make some corrections (e.g. pulling invoice date instead of order date). Customer support was responsive and had a great attitude. Pricing is transparent and inexpensive compared to some competitors. Works well for both employee expenses and general accounts payable.

Cons: OCR processing time is slower than we would like. Items can be processed manually when needed, however. Multiple approval flows would help manage expenses by department. Doesn't integrate correctly with our bank. This seems to be an issue with our bank and the third-party integration software, but still.

  • Reviewer Source 
  • Reviewed on 18/01/2021
Theresa G.
Program manager
Nonprofit Organization Management, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/07/2021

"Paperless makes everything better"

Comments: Overall, this product has brought our company leaps forward in technology. No more power invoices and receipts and the best thing is it can be done from anywhere!

Pros: We moved to Dext Prepare from a manual
System of printing invoices and submitting them. Now with Dext, everything is done online and it’s easier for accounting and employees alike.

Cons: For employees, some of the features are confusing. There are submit buttons and archive buttons that make it look like you should push them but really you don’t need to and it messes up the accountant if you do. As long as everyone knows this, it isn’t an issue but education is key.

  • Reviewer Source 
  • Reviewed on 09/07/2021
Sam S.
Director
Airlines/Aviation, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    1 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    1 /5
  • Customer Support
    3 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 22/04/2020

"Waste of Money"

Comments: Ended up wasting more time then it was worth. Not cheap either.

Pros: Photo recognition is very accurate and customer service is helpful and existant.

Cons: Where do i start. The system is very clunky, looks great from the outside but there are better solutions out there especially for the price. Upload a reciept and approve it. Then wait 24 hours for it to enter your accounting software. Nightmare when your trying to reconcile. Doesnt link with QB Projects so have to go into each reciept in QB and add project. This defeats the whole purpose of the app. Oh and you have to wait for it to push to QB.

  • Reviewer Source 
  • Reviewed on 22/04/2020
Mark S.
Director
Accounting, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support
    3 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 22/04/2021

"DEXT"

Comments: Besides the extreme inconsistency with their pricing model, the products works and provides for time savings

Pros: Dext is a great software to eliminate the need for keystrokes to enter data into accounting software.

Cons: The system can often be a bit temperamental and extract the incorrect information from the source document.

  • Reviewer Source 
  • Reviewed on 22/04/2021