All Dext Prepare Reviews
1-25 of 123 Reviews
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Gareth
2 - 10 employees
Used unspecified
OVERALL RATING:
5
Reviewed October 2023
Dext Prepare on the Go
Brett
Verified reviewer
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2018
Smart Solution to manual bookkeeping entry
Time. This saves time . It also provides peace of mind.
PROSThe 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.
CONSWhile 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.
Elliott
Hospitality, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Everything we need at the right price
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.
CONSOCR 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.
Reason 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.
Christie
Accounting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
1
FUNCTIONALITY
1
Reviewed February 2022
Dext doesn’t tell the truth - won’t upgrade my lower level subscription. They expect me to pay twice
I wasn’t asking for anything more than what the average person would receive for their price. Why offer a terrible product that you don’t even advertise, that has almost the identical name to the next level product? I feel utterly duped.
PROSI feel so disheartened by Dext & Google Play! They offered me a discount (without refunding my original purchase), yet they didn’t offer to only charge the difference between what I’d already paid and the next subscription level. WHY???
CONSI mistakenly subscribed to Dext’s “Business Plan” through the Dext app. I couldn’t figure out why it didn’t function like it was supposed to. Once I figured out that it was called “Business” and not “Business Plus” I realized I must have subscribed to something different…I didn’t know they offered anything different from their website. I contacted Dext right away and told them I want to upgrade (or refund to upgrade on my own). They told me Google Play can refund this. I communicated with Google Play. They said, “We can’t do this, only the app developer can. I asked, “How do I communicate with the app developer?” They gave me the same email address that I previously used to communicate with Dext. I went back and forth many times (over the course of a month) communicating with Google Play and Dext; both telling me the other can help me. In the end, Dext offered to cancel my current subscription (but I wouldn’t get a refund) and then they’d give me 20% off a new subscription. Dext is EXPENSIVE and now I have to pay double, when I asked to be upgraded (or refunded) right after I bought it. WHO is lying to me? In the end, Dext simply closed the case on me instead of offering me the upgraded subscription for the price difference. UNBELIEVABLE! Dext told me that I hadn’t heard of this lower level subscription because they got rid of it as it wasn’t popular, but that Google Play kept it.
Daniel
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
Great product for in-house or outsourced bookkeeping
Online and Mobile App are very easy to navigate and use. The training resources that are included are excellent. Dext saves my business a lot of time by setting up automatic rules for suppliers, bank accounts, etc. to directly integrate into our accounting system.
CONSI don't have any negative comments for Dext Prepare.
Reasons for switching to Dext Prepare
Hubdoc is US Based. Unfair USD pricing for Canadian Companies. Became overly expensive.
Kimberly
Accounting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Fantastic. Extreme time saver! Easy integration with Quickbooks
I have several clients that I have signed up to use Receipt Bank and they are all satisfied. Customer service is better than their competitors! I look like a hero to my clients that now use Receipt Bank!
PROSI recommend to my accounting clients as a quick way to get their expenses recorded. Take a picture of the receipt with your phone and auto publish straight into Quickbooks. Game changer for small businesses that still use the shoe box method! It is a very easy integration with Quickbooks online! Very cost efficient for small businesses.
CONSMay not be the best choice for larger businesses with multi level approval of expense reports. I have not signed up a larger client so it may be fine, but I do not think it has this feature.
Reasons for switching to Dext Prepare
The Expensify customer service is extremely poor.
Virginia
Financial Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Dext Is Exceptional!
Never had an issue in all the time I have used the product
PROSI love Dext and have used it for 7 plus years. It allows me and my clients to track all their expenses easily and worry free.
CONSThe cost is expensive as I dont have a lot of clients but I will pay because I like it so much
Reason for choosing Dext Prepare
Much more functional and way better at coding appropriately.
Marilynn
Verified reviewer
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed August 2022
Dext Customer Service
My overall experience with dext was horrible, customer service was nonexistent, there is no phone number to call a person and when I canceled my monthly subscription well before the 15-day cancelation period, I was still charged for the next month. I received no response from my customer manager who was on holiday and was told I had to meet with the manager before I could cancel. This made no sense to me. Canceling my monthly subscription was one of the most stressful, time-consuming things I have done regarding an app, I do not recommend this app.
PROSWhat I liked most about this software was it was able to import receipts
CONSWhat I liked least about this software were the customer service and the price.
Reasons for switching to Dext Prepare
Plooto offers both the receipt fetching feature as well as payment set up for the same price.
Anonymous
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2018
Useful app that makes bookkeeping much more efficient
This software makes bookkeeping very easy, even when on the go. The mobile app is perfect for tradespeople and those on the road. The dashboard feature is particularly useful to us a bookkeeping business as we can monitor that activity level of our clients as well as ensuring the correct uploading of their documents.
CONSWe have found ourselves paying over the odds for this software on behalf of clients whose business sees peaks and troughs in terms of activity and so some months can be charged at a higher rate because they reflect the previous month's activity, despite little to know uploads taking place in the month following. We would much prefer to pay for the software on a credit system whereby we pay for what we use.
Graham
Verified reviewer
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2018
Overall superb
The accuracy really is superb! It is amazingly how accurately it gets the information required from what is often messy, crumpled or poor quality receipts
CONSThe main criticism is that I need a totally separate account per business. Would be better to handle multiples from one login. Also seems bonkers to have to pay extra for more users, has no bearing on the required server time or functionality's...eg zero benefits to just sharing a login .so to charge for it seems wrong. Lastly, the GUI could be modernized slightly
Anonymous
2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2018
Time saver
Absolutely love the way it can OCR, use rules I set up, and then export the data to QBO
CONSHandling of taxes... while it reads the tax amount, we in BC have a challenge with it seperating our PST and GST amounts. (But the promise a fix is coming).
Shan
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2020
A must-have product for your book management
Receipt bank is a great tool for business owners and accountants. It archives the supports on the cloud. Therefore, when it comes to an audit, the support could be easily pulled.
PROSReceipt Bank is easy to track bills and receipts and useful to publish into accounting software. Also, Receipt Bank could assign different roles among users, which saves time for review and approval of reimbursable expenses. Last but not least, it keeps adding features like bank statement fetch, which creates efficiency for bank reconciliation.
CONSIf bills or receipts are denominated in foreign currency, the exchange rate used by Receipt Bank is different from that by Accounting Software. To have a consistent rate across the book, we have to manually refresh the bill date to have a consistent exchange rate.
Simon
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2022
Automation with Dext
We already liked Dext, then recently found out about a new integration feature where it links with and fetches data directly from Amazon, Uber etc. to save another stage of manual work. Excellent.
PROSDext, although higher price, is our preferred purchase invoice data capture system. Its more powerful, so if the client is of a certain size then it is worth the extra outlay to save time
CONSAs long as you know what it is capable of, its hard to fault
Reason for choosing Dext Prepare
We still use hubdoc for clients that dont have much activity, but after a certain size Dext is better
Reasons for switching to Dext Prepare
More functionality.
Alex
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2021
Receipt Bank Review
Very pleasant. Easy, fast, reasonably priced, nice to look at and use.
PROSI use this daily. Ease of use is key here to minimise any further hassle from bookkeeping. RB is super easy to use, very quick to upload documents via the app or the desktop.
CONSPossibly the rate of machine learning. I have used RB for the same customers sales invoices for over two years now, and the same mistakes are frequently made by RB's extraction. These are daily mistakes, possibly every other day. Customer Name is a very common one.
Denise
Construction, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed September 2020
Security Breech with fraudulent invoices
No satisfaction, Receipt Bank do not care about fraud.
PROSNONE - Receipt Bank allowed fraudulent fishing invoices to be included as verified invoices on my account.
CONSReceiptBank allowed fraudulent invoices to be sent to my inbox and refused to acknowledge this as a security breach. There solution was for our company to change our e-mails. The source of the invoice which appeared in my payment list was a fishing scam. ReceiptBank refused to make any security improvements on the platform. Avoid this platform at all costs as it is not secure and the company don't care.
Mark
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
1
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed April 2021
DEXT
Besides the extreme inconsistency with their pricing model, the products works and provides for time savings
PROSDext is a great software to eliminate the need for keystrokes to enter data into accounting software.
CONSThe system can often be a bit temperamental and extract the incorrect information from the source document.
Andrea
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2021
It keeps getting better
really happy with the time savings.
PROSThe company is really responsive to improving the product. Simplifies the Accounts Payable Process and saves a lot of time.
CONSsometimes AI picks up the wrong supplier and you need to be alert to this especially for autopublish suppliers.
Angela
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed August 2019
Receipt Bank Review
VERY BAD, EXTREMELY DISAPPOINTED. SALES TEAM SAID TECH SUPPORT WERE SUPERSTARS, THEY DON'T EXIST. YOU HAVE A WEB PAGE AND A CHAT ROOM. UGH SO FRUSTRATING!!! SALES TEAM LEADS YOU TO BELIEVE YOU GET MORE THAN YOU REALLY ARE. USELESS IF YOU USE QUICK BOOKS DESKTOP.
PROSthe ocr technology is very good. i get my own free account
CONSZERO CUSTOMER SUPPORT. SALES TEAM MISLEAD CAPABILITIES OF INTEGRATION TO QBD. EXCESSIVE SET UP TIME. NO ASSISTANCE TO HELP YOU GET YOUR CLIENTS SET UP AND RUNNING WITH THE APP.
Reasons for switching to Dext Prepare
supposed to integrate with my QBD
Howard
Hospitality, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Really useful app and website which help me keep on top of paper and digital invoices
I've used this app on and off for years. It's super easy to use and makes reconciliation a simple task to keep on top of.
PROSThe app is so intuitive and easy to use. It makes batch inputs a breeze.
CONSIt would be useful to be able to search through invoices with specific words... such as avocado -to see which invoices had avocados on them. Currently, I can only search by supplier.
Jacky
Accounting, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Receipt Bank makes accounts payables a breeze
Expense reports allow for multiple line items and attachments to each saving time with reconciliation Approval tier for expense reports for compliance Matching invoices/receipts to Quickbooks softare when transaction located makes it easy
CONSDoes not download statements, e-transfer details, or cheque images from financial institution like Hubdocs
Reasons for switching to Dext Prepare
Pricing, ease of use
Priscilla
Electrical/Electronic Manufacturing, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2018
Excellent Soo Far
Great
PROSThis software has made organizing my receipts very painless and efficient. I like the fact that a copy of my receipt is kept in this database and another copy in my accounting software when receipts are pushed over.
CONSI find that sometimes when I send invoices directly from my email into receipt bank, not all the invoices are recorded or even appear. My accountant has to notify me to resend them to her personal email when she reconciles our books monthly.
Garreth N
Verified reviewer
Outsourcing/Offshoring, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed March 2019
Effective, bit pricey, bit complex
Well, you get the same functionality but better with Xero Standard. So why buy this? Just get Xero
PROSIt works! The OCR was very good at reading receipts and storing data in the right ledger code. Saved me lots of time
CONSTricky to set up, costly. Now there are other products with same functionality but cheaper
Theodore
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
FUNCTIONALITY
3
Reviewed February 2019
Receipt Bank is a Cool Software
Receipt Bank is really a time saver software in term of keeping records of your expenses receipt. Moreover, its integration with accounting software like Xero is very useful.
CONSNegative points on Receipt Bank is the Invoice "Fetch" functionality that is a very good idea but never worked properly since I am using the software. This functionality is creating more problem by creating duplicates than actually saving time.
Shelby
Verified reviewer
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed July 2023
Deceitful billing and poor customer service
I will never use this software again nor recommend it to others simply because the way their sales and customer service teams have handled things. I was signed up for an “annual” commitment unknowingly. I’ve been emailing support for almost 2 months to close the account due to their unethical practices and have gotten nowhere.
PROSI used Dext years ago when it was Receipt Bank and thought I’d look into it now for my company. It’s definitely not the same company anymore
CONSThey just want to make a sale and don’t care about the experience at all.
Warren
Verified reviewer
Computer Software, 1 employee
Used monthly for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
FUNCTIONALITY
4
Reviewed August 2022
One of many tools to capture business reciepts
My accountant set this up and intergrates directly with Xero my accountancy software that they help me to use and manage. Easy way to capture receipts when out and about by taking a photo and using the mobile app to submit it or alternatively for email receipts and invoices I can forward it to a special email address to do the same.
CONSThe invoice fetch feature by automatically logging into certain services, shops etc to get invoices and add them as expenses for you is very hit and miss, especially when some of the sites or services I use 2FA auth codes and it never really works with them. Asking support for advice they are never really able to help solve this problem for me.