All Dext Prepare Reviews
1-25 of 122 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.
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.
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.
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 weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed December 2023
Great automated solution for keeping track of expenses
Excellent tool for automating data entry for my expenses
PROSGreat automated solution for keeping track of expenses - It integrates with our bookkeeping system Quickbooks. - It automates the data entry tasks - Easy to use - Good price point
CONSIt didn't integrate with all accounting systems, so I did have to switch to Quickbooks in order to use Dext as my old system was not compatible
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.
Alexandra
Hospital & Health Care, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed September 2022
Great Software
Dext ensures all of our invoices are connected to Quickbooks so we can keep track, and pay bills on time. It is a pretty easy software to use with help instructions if needed.
CONSSometimes Dext has trouble finding amounts on uploaded invoices or categorizing the expense. However, this can all easily be entered manually.
Theresa
Non-Profit Organization Management, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
3
Reviewed 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!
PROSWe 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.
CONSFor 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.
Sam
Accounting, 1 employee
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed December 2019
Good software but could be cheaper for smaller practices
My practice used to receive paperwork by various channels and we were always chasing clients. This has made it easier for the client to submit paperwork, though there is still definitely some chasing! Overall, a good product.
PROSThis software has streamlined the ways clients supply paperwork to my practice. Clients are generally happy with using it and it is very intuitive.
CONSThe pricing structure doesn't differentiate between different sizes of practice except for single users so the savings scale massively for larger companies. Clients can be confused about submitting multiple invoices by email. Doesn't split across classes/departments in basic product
Frances
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
3
Reviewed April 2022
Essential in tracking staff expenses / billable expenses!
Its a single location to store invoices and track expenses outside of the accounting software.
CONSImporting expenses into quick books often times creates a new vendor. I then need to go in QBO and move it to the vendor.
Daniel
Health, Wellness and Fitness, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
4
Reviewed October 2019
Does exactly what is needed
It has vastly saved time and effort determining my expenses meaning I can spend more time on real work.
PROSthe software is very capable at image recognition and determining exactly what was charged. It also does a good job of archiving said expenses.
CONSI think there could be more done to notify the user of the expenses once they have been succesfully processed. I also think that it could do a better job when it comes to determining exchange rates for expenses. It would be great if they could find a way of linking the exchange rate used to the card that is paying, rather than guessing or using a value from another source.
Richard
Insurance, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed April 2020
Ripped us off to the tune of £2,500
Awful, we use free versions like Hubdoc now.
PROSIt's easy to implement. The app is ok but a lot disappear into the ether when you look in the online site.
CONSThey overcharged us by £2,500 and have refused to refund us. Also, it doesn't remember a great deal of 'pre-saved' accounts selections. Also duplicates invoices.
AM
Verified reviewer
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2019
Time Saving tool
I have been using Receipt bank from last 2+ years, its a great tool to save time & a lot of data entry. My client are also happy to save time & cost due to using Receipt Bank.
CONSIn some case its mixes currency sign and user need to review receipt and verify currency to avoid later issues.
Olivia
Market Research, 11-50 employees
Used monthly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed September 2019
convenient expenses
Simple to use and convenient, but could be fine-tuned to make it even easier.
PROSThis software has a mobile app which is incredibly useful as you can just take pictures of the receipt while you're out and about so don't have to worry about keeping them safe. the app itself is simple to use, though could be fine-tuned. The accountants at receipt-bank are switched on and will follow-up with any outstanding or incomplete expenses, and answer any question you may have about the status of a particular expense very quickly.
CONSIn the app there are some unnecessary fields that you don't have to fill in, but they are named the same as one which you do, which was confusing at first, but now I am used to it. Also the accountants ask how you paid e.g. personal card / cash, or a company card etc, but there is no option for this so you have to remember to write it in the notes section, which is not an issues, but something to bear in mind to avoid hassle further down the line. It is also worth noting that the expenses take a while to verify, so submit then and maybe check on it in a day or so rather than expecting it to accept it then and there.
Nikki
Veterinary, 11-50 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 May 2017
No more paper clogging the filing cabinet!!
Time and money saving
PROSThis software is so helpful in clearing all the receipts/invoices/statements from my desk. I either photograph with my phone or attach from email and then I can shred or delete. I've gone from spending hours filing to minutes uploading. Awesome program!!
CONSSometimes it takes awhile for the invoices to be processed but I don't find that a big concern as I have plenty of other work to get on with.
Courtney
Accounting, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2018
Receipt Bank--Help Code Expenses
Overall pleasant experience. Using this platform helps eliminate a great deal of the back and forth questioning between our team and our clients' spending. Holds the client somewhat responsible for accurately capturing expense data. Somewhat works as a digital filing cabinet as paper receipt retention is not needed.
PROSEase of use and I'm able to manage from my mobile device on the go.
CONSI don't believe it accommodates classes in case you have difference locations you're tracking in GL.
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.