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Dext Prepare (with Receipt Bank)

Dext Prepare (with Receipt Bank)

Overview

What is Dext Prepare (with Receipt Bank)?

London based Receipt Bank offers Practice Platform, an application supporting SMBs and accounting firms with tracking receipts and expenses and logging them with minimal or no paperwork and data entry in an environment that integrates with popular accounting software (e.g.…

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Recent Reviews

TrustRadius Insights

Dext Prepare with Receipt Bank offers a range of features that simplify the process of capturing, managing, and organizing receipts for …
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Avoid.

1 out of 10
March 04, 2022
I would never use them again. I decided to scale back some accounts that were not used to reduce my costs - suddenly the one assistant who …
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Popular Features

View all 15 features
  • Expense management (5)
    6.9
    69%
  • Dashboards (5)
    6.8
    68%

Reviewer Pros & Cons

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Pricing

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Unavailable

What is Dext Prepare (with Receipt Bank)?

London based Receipt Bank offers Practice Platform, an application supporting SMBs and accounting firms with tracking receipts and expenses and logging them with minimal or no paperwork and data entry in an environment that integrates with popular accounting software (e.g. Quickbooks).

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://dext.com/accountants-and…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Expensify?

Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.

What is ZipBooks?

ZipBooks is an accounting software solution for small business owners and accountants. Users can track expenses, manage their team, send recurring invoices and manage projects.

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Features

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

1.7
Avg 7.0

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

2.8
Avg 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

7.4
Avg 7.6

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

3.6
Avg 7.4
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Product Details

What is Dext Prepare (with Receipt Bank)?

Dext aims to make accountants and the businesses they look after more productive and profitable through better data and insights.


The solution combines real time data with practice productivity tools to free up teams to spend more time adding value.


Prepare finances

Users can Prepare, sort and automatically publish paperwork using Prepare with Receipt Bank.


Pull cost data from over 1,400 suppliers and automatically sort and categorise with smart supplier rules. Match paperwork with cost data through bank connections for reconciliation.


Includes tools to analyse tax, payment timing and talk to clients about cashflow, in real time.

Dext Prepare (with Receipt Bank) Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts receivable
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Multi-currency support
  • Supported: Multi-division support
  • Supported: Regulations compliance
  • Supported: Self-service portal
  • Supported: Global Financial Support
  • Supported: Intercompany Accounting
  • Supported: Localizations

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports

Customization Features

  • Supported: Plug-ins

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Dext Prepare (with Receipt Bank) Screenshots

Screenshot of Dext Prepare Inbox & Mobile app

Dext Prepare (with Receipt Bank) Video

Dext Prepare (with Receipt Bank) Integrations

Dext Prepare (with Receipt Bank) Competitors

Dext Prepare (with Receipt Bank) Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French

Frequently Asked Questions

London based Receipt Bank offers Practice Platform, an application supporting SMBs and accounting firms with tracking receipts and expenses and logging them with minimal or no paperwork and data entry in an environment that integrates with popular accounting software (e.g. Quickbooks).

Hubdoc and Expensify are common alternatives for Dext Prepare (with Receipt Bank).

Reviewers rate Standard reports highest, with a score of 8.

The most common users of Dext Prepare (with Receipt Bank) are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(45)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Dext Prepare with Receipt Bank offers a range of features that simplify the process of capturing, managing, and organizing receipts for accounting clients. Users can easily capture and send receipts, eliminating the need for manual scanning and emailing. This saves time and improves data accuracy, making reconciliation tasks easier. The software automates the transcription of data from receipts and invoices, further enhancing accuracy during reconciliations. Users also have the option to backup receipts to Dropbox and integrate with Quickbooks Online, ensuring seamless attachment of receipts to the appropriate transactions. Additionally, the app helps manage expenses by sending notifications and automatically preparing expenditure data for integration with Xero.

The Receipt Bank Practice Platform is particularly useful for teams managing multiple clients. It provides visibility and insights across all clients, enabling effective client management. Team leaders can review bookkeeping progress, identify bottlenecks, and ensure tasks are completed on time. The platform also offers key metrics for efficient client management, allowing teams to easily track missing data and submit requests to clients. Seamless communication with clients via the app reduces email clutter and supports a paperless bookkeeping service.

Overall, Dext Prepare with Receipt Bank addresses common challenges such as receipt overwhelm, tedious data entry, and inefficient communication with clients. By streamlining the process of capturing, organizing, and managing receipts, it simplifies bookkeeping tasks for both internal organization management and client management.

Convenient Mobile App: Users have found the mobile app to be convenient and easy to use, allowing them to capture receipts on the go. Multiple reviewers have praised its user-friendly interface and seamless experience when using the app.

Efficient Data Entry: The ability of Receipt Bank to track which card is being used for a purchase has been appreciated by users, as it helps avoid duplicate entries in the accounting system. Several reviewers have highlighted this feature as a time-saving solution that streamlines their data entry process.

Accurate Information Extraction: Reviewers highly regard Receipt Bank's capability to extract relevant information from receipts and invoices accurately. Many users have expressed satisfaction with the software's accuracy in extracting key details, noting that corrections are rarely needed.

Limited Date Format Options: Some users have found it irritating that Dext Prepare only allows for the use of the European date format (DD MM YY). They express a desire for the option to manually enter dates in a different format to better suit their needs.

Inability to Manually Match QuickBooks Online Transactions: Several reviewers have expressed frustration with the inability to manually match a record against an existing QuickBooks Online (QBO) transaction. This limitation hampers the usability of Dext Prepare for sending receipt images to QB, according to these users.

Limitations of Mobile App and Receipt Image Quality: The mobile app provided by Dext Prepare has been criticized by some users due to its limitations. These reviewers mention that the app only allows publishing of expense transactions and severely compresses receipt pictures, making large receipts unreadable.

Users highly recommend this software for its easy and fast processing of bills and invoices. They find it to be a favorite time saver at work and praise its user-friendly interface. Many users suggest giving it a try to experience the time-saving benefits firsthand. The software is considered worth the price and the time investment to learn, making it a viable option for business owners. Users advise not overthinking but rather looking at the overall benefit and time savings when considering this software. To learn more about its features, users recommend trying the free trial version and watching YouTube videos. Additionally, users suggest getting a guided demo and speaking to the company about pricing options to get the most value out of this great product.

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