Dext Prepare with Receipt Bank is the simplest way to get your client data into Xero! Say goodbye to chasing and data entry. Spend more time growing your business.
    Overview

    Combine real time accurate data with practice productivity tools. Free up your team to spend more time adding value.

    Prepare finances You 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.

    Use our smart tools to analyse tax, payment timing and talk to your clients about cashflow, all in real time.

    Explore all features of Dext Prepare

    Dext Prepare + Xero

    Dext Prepare integrates directly with Xero to create an end-to-end bookkeeping productivity solution. We sync with your Xero Chart of Accounts to ensure that all data is categorized accordingly, and push the extracted information to your Purchase Ledger or Bank Account for effortless reconciliation.

    Dext Prepare + Xero HQ

    The Xero HQ activity feed integration makes bookkeeping practically effortless. Alerts for overdue work, client inbox limits, or old receipts can all be customized in Xero HQ. You’re also made aware of any client messages, right from inside Xero HQ.

    Reviews & ratings

    4.8
    880 Reviews
    5 star
    (90%)
    4 star
    (7%)
    3 star
    (1%)
    2 star
    (1%)
    1 star
    (1%)
    BM
    Becky Mcloughlin
    Posted
    Dext enables us and our clients to automate the paperwork we submit using supplier rules and direct integration with Xero.
    EO
    Eric O'Connor
    Posted

    Time and money saving app

    Dext Prepare saves me time & hassle chasing clients for paperwork meaning I can spend more quality time on their books and giving planning advice.
    NB
    Natalia Bernas
    Posted

    Automation of manual job

    Dext is great at the automation of traditional bookkeeping. It doesn't take ages anymore to keep our clients' records up to date. Moreover, I really like the feature of converting bank statements (pdf, scans) into a csv. file.
    Additional info

    Shared data

    Xero
    Dext Prepare
    Accounts
    Bank Transactions
    Contacts
    Credit Notes
    Currencies
    Invoices
    Payments
    Receipts
    Reports
    Tax Rates
    Tracking Categories
    Users

    App details

    By Dext
    Added in 2011

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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