TrustRadius: an HG Insights company
Dext Logo

Dext Reviews and Ratings

Rating: 9.6 out of 10
Score
9.6 out of 10

Community insights

TrustRadius Insights for Dext are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

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.

Reviews

14 Reviews

DEXT is a MUST

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Manage bank reconciliations, verify ABN's, GST compliance, supplier rules, customer insights. I use DEXT extensively. It is essential in my business operating efficiently to the extent I insist on my clients using it at time of sign up.

Pros

  • Seemlessly extrapolate data
  • manage duplicates
  • check GST and ABN compliance
  • Match items with unreconciled transactions in XERO

Cons

  • On the Inbox screen include a 'due date' column so items can be easily sorted in due date order to assist managing accounts payable
  • improve the data matching between XERO and DEXT. Currently it performance is 'random' and does not occur on each customer file. Seems it is something that needs to be requested from support. It should be an automatic feature

Likelihood to Recommend

As a bookkeeper, DEXT is an essential item in your 'toolkit' to the point I won't take on a new client unless they agree to use DEXT.

It is really well suited for businesses large and small and is easy to use so convincing people of it's value is not difficult

Great bit of software to support any size business

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

After years of lost receipts and missing petty cash records, Dext Prepare (with Receipt Bank) has solved the issue simply and quickly.

Each of our managers has an account that allows them easy access to upload receipts and invoices that could otherwise be lost on their travels to the main office, as we run busy bars shops and finance/accounts are not onsite.

Pros

  • Very easy to download the app
  • Easy to upload one or multiple receipts
  • Assigns the uploaded documents to the right account
  • Picks up on duplicated documents accurately to avoid double payments by mistake

Likelihood to Recommend

I would say that any company that has more than one site, with their finance function onsite would benefit from this app. The ease of uploading documents as and when you get them so that they are not forgotten or lots is great.

It works well for bars and restaurants where paper can get misplaced.

I can see it working well for builders or tradesman who have a lot of receipts to keep track of for their self assessment

Vetted Review
Dext
4 years of experience

Reasons to choose Dext Prepare

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

I love using Dext Prepare. The Receipt Bank option has saved my business so much time and is available for daily review. 100% recommend this product for all business users.

Pros

  • It allows for up to date banking data
  • Receipt Bank Option is very easy to use.
  • Options to edit after posting.

Cons

  • Can the unmatched lines be exported to excel for review by a second person?

Likelihood to Recommend

As an accountant for many clients. This has worked very well for our company. It is suitable for all business, big or small.

Vetted Review
Dext
3 years of experience

Where AI works well

Rating: 10 out of 10

Use Cases and Deployment Scope

Dext reliably scans and extracts all necessary info from our bills and moves them to Xero without issue. The amount of time we save EVERY DAY is enormous. You need to ensure your settings are done well to make it work the most reliably, but once you are set, you are gold!

Pros

  • Extracts bill details
  • Recognizes duplicate bills and lets you review and choose what you want to do with them
  • Transfers data to Xero quickly and without error

Cons

  • email documents do not always arrive in Dext. Sometimes i have to print and upload them.
  • credits, unless they are obvious can appear as charges
  • I would love to be able to pull the purchase order number into the transfer to Xero. An option to decide what I want to bring into Xero would be BRILLIANT!

Likelihood to Recommend

<div>High volumes of bills process extraordinarily well!! I love to be able to send one PDF with 10 or 12 bills and it extracts each one.

</div><div>

</div><div>Weird and one off stuff doesn't always work out too well, but can be dealt with on an case by case basis. Most weird stuff gets highlighted, yay!

</div>

Receipt Bank is awesome! If your will to pay the price

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

My field of work, hospitality, comes with a lot of bookkeeping due to a large number of suppliers and transactions. Keeping track can be a nightmare. Paper receipts and invoices everywhere and mindless data entry. Receipt Bank eliminates the two most annoying parts. Saved digitally and little to no data entry!

Pros

  • Pulls data from photos of text
  • Error recognition
  • Data access and manipulation
  • Easy to use

Cons

  • To expensive
  • Integration

Likelihood to Recommend

Receipt Bank is perfect for bookkeeping for business with a large volume of paper invoices and receipts. You can snap a pic and discard all hard copies. The fact that RB does all the hard work for you is magic! This app made the bookkeeping side of running my business a breeze. I think RB is less appropriate for businesses that have a low volume of receipts and invoices to manage.

Vetted Review
Dext
3 years of experience

A good add on product to QBO for accounting firms

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

Dext Prepare (with Receipt Bank) makes it easy for accounting clients to capture and send receipts to us. We can then easily back these up to Dropbox for them and also send them to Quickbooks Online to be attached to the appropriate transactions. As an accounting firm this is a great tool. It generally does a good job tracking which card is being used to pay for things so it can send the transaction to the correct QB register. Dext Prepare (with Receipt Bank) can also be used to create expense reimbursement reports based on submitted receipts, and will send them to QBO for payment.

Pros

  • Mobile app to capture receipts on the go
  • Tracks which card is being used for a purchase
  • Matches receipts against recent existing QBO entries to help avoid duplicate entries
  • It is good at extracting relevant information from receipts and invoices
  • It tracks emailed invoices by the destination rather than the origin, unlike QB's receipt service.

Cons

  • Their ongoing insistence on only using European formatted dates (DD/MM/YY) is a constant irritation every single time I have to manually enter a date
  • There isn't a way to manually match a record against an existing QBO transaction. It either finds it or you can't use Dext to send the receipt image to QB.
  • The mobile app is extremely limited. You cannot publish any type of transaction other than an expense.
  • The mobile app severely compresses pictures of receipts, which can make large receipts literally unreadable and defeating the purpose of capturing it.

Likelihood to Recommend

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.

Avoid.

Rating: 1 out of 10

Use Cases and Deployment Scope

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 didn't cost me any additional fees when I added her meant that I couldn't go back to my original package and original price. They would charge me more money. I'm glad they need the money that much - cause I and my clients have moved and I will bring them no additional ones. Don't trust this company. Not ever.

Pros

  • Doesn't matter
  • cause there are
  • more and more options every day

Cons

  • Customer service
  • Honesty

Likelihood to Recommend

Vetted Review
Dext
3 years of experience

Functional, Simple, and Effective Receipt and Bill Processing Platform

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We are using Dext Prepare for our receipt capturing platform. It makes it very easy to capture receipts, invoices, bills, and it is also very easy to upload these invoices. There are multiple ways of uploading receipts and they are very convenient. We used to scan, save copies of invoices, and email across each other but we don't need to do that anymore.

Pros

  • Mobile functionality
  • Capturing receipt/invoice information
  • Integration with accounting system

Cons

  • Price

Likelihood to Recommend

Application suits well to multiple user structure where users buy and pay expenses on the go so each user would have their own mobile app and access to Dext Prepare and soon after the purchase, they take a picture of the receipt and upload so finance team can access the information straight away. It would not suit well where a business has very few users who pay the bills and most bills are on the cloud (via emails, all-digital in the first place). Because these bills can be emailed to the accounting system in the first place anyway or other software providers where monthly subscription is much cheaper.

Vetted Review
Dext
4 years of experience

Big time saver for people processing invoices and receipts

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Dext Prepare (with Receipt Bank) is a neat little app that can help you manage your expenses in numerous ways. We use it to send all our receipts, invoices, and payment notifications and from that it reads, learns, and prepares all of the expenditure into Xero with the integration. Dext Prepare (with Receipt Bank) will handle who the invoice is from, how much it is, which category it should be stored in, and any tax information while also remembering this for future invoices from the same place. It saves us hours of data entry and provides more accurate data, making reconciliation a breeze.

Pros

  • Imports invoices and receipts via email or integrations
  • Converts into data and remembers previous settings for seamless processing
  • Integrates with a huge amount of accountancy packages (in our case Xero)
  • Handles billing data, tax information, and much more

Cons

  • The system to automatically pull invoices in from various online services is temperamental
  • Almost too many features for a micro business like ours

Likelihood to Recommend

If you already have an online accounting package, then this can be a great add-on to manage your expenditure and expenses--it works for a micro business as well as one with a number of employees and handles personal expenses as well as it does company ones. The app is pretty good, too, and it all just makes handling our finances so much better. It is not expensive, although it is an addition cost to your accountancy package. If you have nothing to integrate into (in our case it was Xero), then it would probably not be that useful, but for anyone else, I think it would save you hours or more.

Vetted Review
Dext
5 years of experience

Dext makes my life easier

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Dext Prepare is great to snap a receipt on the run and have it entered straight into the accounting system. This can be out for coffee, a meal, travel expenses, whatever you get a receipt for. You can safely throw the receipt away as you will have a digital copy to refer to. No need to carry all those receipts around!

Pros

  • Convenient.
  • Easy to use.
  • Stress free.

Cons

  • e-Invoicing - needs to support it.
  • Sometimes errors still creep in.

Likelihood to Recommend

Great for capturing physical receipts you have or PDFs that are emailed to you. It doesn't handle e-Invoicing yet but it is logical they will add it.