User Reviews Overview

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...

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Feature ratings

Value for Money
3.7
Features
4
Ease of Use
4.1
Customer Support
3.7

Browse Dext Prepare Reviews

129 of 129 reviews
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Boyd
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
3

5
Reviewed on 24/07/2018

I use this to input all of my receipts for my business.

Ease of inputting receipts into accounting software.

Pros

I can auto-forward bills and invoices I receive via email to Receipt Bank, the ones which are consistent, I can even auto-publish to my accounting software (XERO)

Cons

I'm in Canada and have a few bills I pay in US funds. Occasionally a receipt will spontaneously switch currencies for no apparent reason.

Elliott
  • Industry: Hospitality
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
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.

Reasons for Choosing 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.

Switched From

Expensify

Reasons for Switching to Dext Prepare

Pricing was transparent and inexpensive. We were able to easily sign up for a trial to confirm Receipt Bank met our needs.
Christie
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
N/A
Features
1
Ease of Use
1
Customer Support
N/A

1
Reviewed on 24/02/2022

Dext doesn’t tell the truth - won’t upgrade my lower level subscription. They expect me to pay...

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.

Pros

I 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???

Cons

I 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.

Top Dext Prepare Alternatives

Veryfi Receipts OCR & Expenses

Barracuda Backup Service

Christal
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
4
Customer Support
2

4
Reviewed on 08/07/2023

Dext Prepare Makes a Good App for Small Businesses

Overall, Dext Prepare is a great app to add to your tech stack when it comes to organizing your sales and expense receipts.

Pros

Dext Prepare is easy to setup and use whether you're a small business or an accountant looking to help your clients keep up with all those paper receipts and emails for sales and costs. They also have expense report features

Cons

Dext Prepare is somewhat on the expensive side for the subscription prices they charge.

Kimberly
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/08/2020

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!

Pros

I 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.

Cons

May 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.

Virginia
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/03/2023

Dext Is Exceptional!

Never had an issue in all the time I have used the product

Pros

I 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.

Cons

The cost is expensive as I dont have a lot of clients but I will pay because I like it so much

Alternatives Considered

Quickbooks Online

Reasons for Switching to Dext Prepare

Much more functional and way better at coding appropriately.
Veronica
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 11/10/2022

Has great features but don't like that you have to buy in groups of five

Pros

I like the integration with QBO, the supplier rules feature, and the expense report functionality.

Cons

I wish i could organize the files in a different way (similar to a file folder)
I don't like the pricing scheme

Alternatives Considered

Hubdoc

Reasons for Switching to Dext Prepare

Some clients had better functionality for DEXT (expense reports)
Letlet
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 01/03/2023

The Smart Way to Manage Your Accounting: Dext Prepare Review

As one of the sales and marketing staff. I used to manually enter data, manage bank statements, receipts, and invoices, and transfer data to my accounting firm before Dext Prepare. However, I am now able to automate and streamline the entire pre-accounting procedure with Dext Prepare, allowing me more time for higher-value tasks and business development.Eliminating mistakes and oversights made by hand is one of the most significant issues that Dext Prepare has solved for me. The software's optical character recognition (OCR) AI technology, which is 99 percent accurate, ensures that all of my data is current and accurate. While processing data, I am also able to abide by the Data Protection Regulation (RGPD), giving me peace of mind that my financial information is safe.Dext Prepare has provided me with an exceptional overall experience. I've been able to save money, time, and effort while keeping things simple for my accountant thanks to the software's ease of use and effectiveness.

Pros

Company's finances has been completely transformed by Dext Prepare. I don't have to spend countless hours manually entering data to keep track of my finances because of its powerful automation and real-time monitoring features. Because the software's text recognition algorithm is so precise, it was simple for me to extract all of the essential information from my bank statements, invoices, and receipts.Dext Prepare's ability to integrate with my existing accounting ecosystem, which enables me to transfer data with a few easy clicks, is yet another great feature. The software's user interface is also very easy to understand and use, making it accessible to anyone, even to people who don't know much about technology.In general, managing finances with Dext Prepare has saved me a significant amount of time and effort. It is essential for any proprietor of a business who wishes to streamline their accounting procedures and concentrate on expanding their enterprise. Anyone looking for a pre-accounting solution that is both effective and user-friendly should look no further than Dext Prepare.

Cons

Dext Prepare is a great way to automate and streamline the pre-accounting process, but i say it lacks some features that other accounting software solutions have. Nevertheless, it is essential to keep in mind that Dext Prepare was developed solely for the purpose of pre-accounting and is not intended to take the place of a full-featured accounting system.The cost of Dext Prepare, which may be prohibitive for individuals or small businesses depending on their requirements and financial resources, is another potential drawback. However, the time-saving advantages of the software may eventually offset the cost for some businesses.In conclusion, despite the fact that Dext Prepare may not have all of the features of other accounting software solutions and may be pricey for some users, the pre-accounting automation and time savings it provides are still significant. As a whole, it's a wise investment for businesses that want to make their accounting procedures more efficient.

Rhonda
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/06/2023

Dext Prepare is Essential

Dext Prepare has been great to work with and is easy for my clients to use.

Pros

Creates for a paperless bookkeeping practice. It is easy for my clients to learn and use, and keeps them out of the bookkeeping software.

Cons

Need a way for expense reports to be signed off on. I have clients who need to have expense reports authorized.

Graham
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 17/04/2018

Overall superb

Pros

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

Cons

The 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

Joel
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 06/06/2019

Accounting Made Simple with Receipt Bank

The experience so far has been pleasant. Paperwork can be really daunting especially at the end of the month when you have to account for all the business transactions and present accounting and financial report on time. This software basically saves you the trouble by making things simpler and saving you a great deal of time.

Pros

All you have to do is take a photo of receipts and bills, make use of the drag and drop feature and get them into an accounting system for easy and quick reference.

It saves you a good deal of time in accounting. With the OCR feature, you can easily get both the debit and credit card identified when receipts submitted show they have been used for payment. Moreover, you can find out the exact bank account for the debit/credit card used to ensure there's no error when making payment or tracking transactions.

Receipt Bank simplifies bookkeeping in that you can be out and about and still be able to get things into the system without any constraint. This is actually possible thanks to the mobile app that lets you work as normal even when you are on the go.

User-friendly and easy-to-navigate interface. The dashboard also simplifies bookkeeping and lets you gauge or track your customer's activity level from time to time.

It captures accurate info. Just snap a photo and relax. The rest will be handled by the tool.

Cons

Data mining may exhibit a bit of issues sometimes. So it should definitely be checked.

dickson
  • Industry: Higher Education
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/02/2020

Receipt Bank review

the ability to upload your bills, receipts, invoices and bank statements from your phone makes it easy to work even out of office. This can be integrated into your accounting software that you use seamlesly without any hussles.

Pros

you can use it for free and very easy to use when extracting data that you require and it is a very good fit small businesses and you can do your work at home on your fone, laptop through your email and integrate when you are at work

Cons

It may be costly in the long run if amount of transactions increases with the growing of the business as the cost is related to amount of transactions that you undertake

Daniel
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/10/2022

Great data extraction software for clients willing to pay premium for a premium product

Excellent premium software for data extraction

Pros

The data extraction worked great and the ability to also automatically mark payments to bills is also a timesaver. The ability to post multicurrency bills is a great feature.

Cons

It took quite a while to have everything set up, sometimes the data extraction did not work for an unknown reason. Does not work for extracting data from bank statements.

Alexandra
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
N/A
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 20/09/2022

Great Software

Pros

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.

Cons

Sometimes Dext has trouble finding amounts on uploaded invoices or categorizing the expense. However, this can all easily be entered manually.

Sam
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
N/A

5
Reviewed on 05/12/2019

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.

Pros

This software has streamlined the ways clients supply paperwork to my practice. Clients are generally happy with using it and it is very intuitive.

Cons

The 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

Angela
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
2
Features
1
Ease of Use
1
Customer Support
1

3
Reviewed on 05/08/2019

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.

Pros

the ocr technology is very good. i get my own free account

Cons

ZERO 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.

Brooke
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
N/A
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 03/09/2018

Easy expense tracking for small business

Pros

I love how easy it is to use Receipt Bank! Simply taking a photo of my receipts has alleviated so much stress when it comes to month end and just the general brain space it takes to keep track of paper receipts.

Cons

I honestly don't have any complaints about the software.

Richard
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
1

3
Reviewed on 01/04/2020

Ripped us off to the tune of £2,500

Awful, we use free versions like Hubdoc now.

Pros

It's easy to implement. The app is ok but a lot disappear into the ether when you look in the online site.

Cons

They 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
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/01/2019

Time Saving tool

Pros

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.

Cons

In some case its mixes currency sign and user need to review receipt and verify currency to avoid later issues.

Shanel
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
1
Features
4
Ease of Use
3
Customer Support
1

2
Reviewed on 18/03/2023

Go else where

It’s been aiight at least my frustration comes from their having lack of customer service support

Pros

I love that it easily flows into QBO and you can choose your method of payment. Also that it’s recognizes the accounts

Cons

Customer service is not their top priority. You can’t reach a customer service if needed one

Shelby
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1
Reviewed on 02/07/2023

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.

Pros

I 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

Cons

They just want to make a sale and don’t care about the experience at all.

Darcy
  • Industry: E-Learning
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
N/A
Features
4
Ease of Use
4
Customer Support
N/A

5
Reviewed on 19/04/2022

Keep Track of your Receipts easily

Pros

I like that you don't need to keep your physical receipts, you simply take a photo of the receipt and upload it. Then you can categorize your expense from the software.

Cons

Sometimes it doesn't autopopulate the amount and taxes properly like some other software like Receipt Bank. I also think the interface is not as nice as Receipt Bank.

Verified Reviewer
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
N/A
Features
5
Ease of Use
5
Customer Support
N/A

5
Reviewed on 02/08/2018

So easy and versatile!

Accountability and record keeping is greatly improved!

Pros

My company started using this to keep us in compliance - and keep our accountant happy.
IT IS AWESOME! There are so many ways to upload receipts - it makes this extra step in our work day so much easier. You can scan and upload the receipt via their website. You can send it to a personalized email address to upload the receipt, you can use their app... it is fantastic. And our accountant is super happy with the results!

Cons

I can honestly say there isn't anything bad about this program. It stinks we have to take the extra time to be more diligent about our receipts, but the program really helps ease that hassle.

Rubina
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1

1
Reviewed on 01/12/2021

Sales and Onboarding

Customer service is terrible
very user UNFREINDLY
one year contract - whether you drive value for money or not - you are dinged for $3600 annually - wow what an expensive lesson learned
All I have is regrets.

Pros

it seemed user friendly, but I guess I was wrong

Cons

does not have major utility companies on board to fetch invoices

Harvee
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
3

5
Reviewed on 30/11/2022

Dext Prepare Review

Pros

The ease of use, I can explain to clients how to use it easily.

Cons

It was posting to Xero with incorrect tax rates at one point, now sorted.

129 reviews