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
    865 Reviews
    5 star
    (90%)
    4 star
    (7%)
    3 star
    (1%)
    2 star
    (1%)
    1 star
    (1%)
    SD
    Simon Drummond
    Posted

    Appalling

    Since Receiptbank changed to Dext the system refuses to recognise our Workflowmax account. The Support is terrible, they have done nothing for the past month but repeatedly ask us to try and login again in a variety of ways (all of which are actually the same) and send the same screenshots. Terrible product. Why doesn't Xero have a solution to move invoices between their own internal product - Workflowmax - and Xero?
    X
    Xero
    Posted
    As of 24th February 2021, Receipt Bank has changed to Dext Prepare. Reviews prior to this may still refer to the previous app name.
    AD
    Asem Din
    Posted

    Really Helpful

    It's a great selling point with our client, really helps to show clients how valuable you are to them, with time saving and also being up to date with the latest technologies.
    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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