About Dext Prepare

Accountants make better businesses.

At Dext, we give accountants, bookkeepers and businesses powerful tools that automatically and intelligently process and analyse financial data. Now you can advise in real time with new levels of insight, better than ever.

We believe that when given the right tools, accountants and bookkeepers are the backbone of every successful business. It’s that simple.

With Dext, those tools have become even more powerful and integrated to meet the demands of businesses today.


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86 Reviews of Dext Prepare

Average User Ratings

Overall

4.22 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(43)

43

4 stars

(29)

29

3 stars

(8)

8

2 stars

(2)

2

1 stars

(4)

4

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 86 results

July 2018

User Profile Picture

Brett from The Bearded CPA and Co., Ltd

Verified Reviewer

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2018

Smart Solution to manual bookkeeping entry

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.

January 2021

Elliott from Zelda's Catering

Company Size: 11-50 employees

Industry: Hospitality

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 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.

Reasons for Choosing Dext Prepare

Pricing was transparent and inexpensive. We were able to easily sign up for a trial to confirm Receipt Bank met our needs.

Reasons for Switching to Dext Prepare

Expensify sent out an unsolicited political email to all users, which we found unacceptable. Fortunately, this led us to find an alternative with better pricing and ease of use. We were also able to consolidate our employee expenses and general invoice entry in one software.

July 2021

Audrey from Quartz Cloud Accounting

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

July 2021

I use Dext Prepare multiple time a day for various businesses

Overall I think it is a good program and helps streamline daily activities.

Pros

Easy setup and integration with QuickBooks Online. Clients find it quick and easy to use, which is a must to get everything done in a timely manner.

Cons

I find the monthly tiered subscription pricing to be a bit expensive.

Reasons for Choosing Dext Prepare

I still use CCH iFirms client portal for my tax clients that do not need integration to a bookkeeping software.

Reasons for Switching to Dext Prepare

I liked the filing system better and when I switched subscriptions the pricing was about the same.

April 2020

Sam from Environ

Company Size: 11-50 employees

Industry: Airlines/Aviation

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

1.0

Customer support

3.0

Functionality

1.0

April 2020

Waste of Money

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.

Reasons for Choosing Dext Prepare

Promise of ease of use.

July 2021

Theresa from In trust center

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Functionality

3.0

July 2021

Paperless makes everything better

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.