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
    902 Reviews
    5 star
    (89%)
    4 star
    (7%)
    3 star
    (1%)
    2 star
    (1%)
    1 star
    (1%)
    CM
    Christof Milando
    Posted

    Terrible Experience

    We've been using Dext for 8 months and there are very few redeeming qualities. If you're a non-profit, avoid it, because it does not handle taxes well at all (I cannot speak for any for-profit companies). We probably need to ditch Dext, because it just does not treat taxes properly. We've ensured our tax codes are correct in Xero. If you are okay wasting a ton of time removing and redoing payments in Xero and manually editing each item to get the taxes correct, all the power to you, but if you're like me and purchased this system to simplify your life and save time, this is NOT it. (We also use the ApprovalMax integration, which is great).
    SC
    Sarah Croft
    Posted

    Must have tool for small businesses

    Dext has allowed my clients to reduce the amount of time manually entering expenses, credit notes, bank statements and invoicing. Must have tool for small businesses
    NL
    Nick Limb
    Posted

    Must have for small firms of accountants and bookkeepers

    Invaluable tool to help speed up processes and ease data collection if the client uses it well.
    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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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.