Dext vs. Pilot.com

It is great for accounting firms. Easy to add and administer client accounts. Easy to integrate with QuickBooks Online. Easy for clients to capture and submit receipts on the go. It is hard to use for manual data entry, and if your clients frequently have very long receipts the Dext Mobile app does not work well as it compresses the image to the point where it is completely illegible. It does not seem to be designed for business owners to use directly rather than using it through their accounting firm.

Incentivized

I think they are a great fit for any small business looking for bookkeeping and even some ap services. I like all the financial reporting they do, which is something I would struggle with on my own.

• Receipt Bank does a stellar job of extracting information from photos of receipts and bills. I'd say 95% of the time the information pulled is correct, so very rarely do I have to correct an amount or date.
• One feature I really enjoy is not only the syncing with Quickbooks Online, but the fact that it also pushes the image to Quickbooks Online as an attachment! This means that for every expense/bill processed through Receipt Bank, an image of it is available inside of the transaction inside of Quickbooks Online. This makes researching a breeze.
• Receipt Bank makes it very simple for users to add documents to the platform. Each company receives a dedicated Receipt Bank email address, which they can email to and upload documents, or users can use the phone apps (which are really easy to use), or they can upload documents from their computer. Training our clients to use it really can't be any easier!

Incentivized

• Quick responses to questions submitted to support
• Integration with various banking systems and software, including HR systems and cap table system, which saves time when filing taxes

• Receipt Bank Practice Platform has many great features. As they develop the platform I would like to see a rigorous review of all features so as not to add too many and overwhelm my team.
• Having the flexibility to pick and choose from a suite of features and implement the ones that best suit my practice. A tailor made Receipt Bank Practice Platform. this would allow my practice to grow into the features rather than be overwhelmed by too many.

Incentivized

• I would say that only room for improvement would be to offer more educational opportunities that explain what the numbers mean.

Incentivized

Dext is the best way for us to manage our business expenses. Physical and PDF receipts/invoices will be around for a while, but the move to eInvoicing is very good and we look forward to Dext adding this feature

Incentivized

Dext Prepare's usability is great, it has lots of functions and you can scan any type of document, including hard copy handwritten documents. It is not very accurate but it is handwritten!! Apart from it, you can use multiple functions like one page at a time, multiple, in bulk. You can send emails with multiple attachments and one of the greatest function is the mobile application capabilities.

Incentivized

When I think I have broken the platform the help guys and girls are simply fantastic. They take time to understand the problem and usually resolve the issue on the spot. I have not had to wait more than an hour to get anything resolved - be that an issue I have created or a fault in my understanding of the program. Can't rate their support I have received to date highly enough.

Incentivized

Dext is much easier to use than Hubdoc. You can approve documents in batches whereas in Hubdoc you need to review each document separately. Once Dext is set up properly, there is little need to review every document.

Hubdoc does have the ability to save documents to an external site, like Google docs as a backup.

Nobody else seemed to have the same capabilities and fit with our company culture as well. QuickBooks or Xero alone don't offer the same level of service and would require too much effort on our part. We used inDinero with my prior company and they just missed a lot of things that ended up causing problems.

Incentivized

• Receipt Bank has helped alleviate the frustration felt by both our clients and our staff when it comes to the detail needed for some of the organizations that we serve. In some cases it's just NECESSARY to have all of that detail for the financial statement preparation, and prior to Receipt Bank, we had to email back and forth, download attachments, manually enter the information into Quickbooks Online, save the document etc. It was a tedious process. Receipt Bank took care of all of that, and it saves both our clients and our staff HOURS of work each month.
• Receipt Bank has given our clients the confidence to make their work places paperless offices. It frees time and money for them, because they don't have to keep track of the documents, they don't have to store the documents (and find a place to store them), and they never have to file them away. Receipt Bank archives all of the documents so you can find them if you ever need them, and the documents are in their financial data as well, which is where they really need them. I've never had a client regret going to Receipt Bank just because it makes life so much simpler for them.

Incentivized