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Dext Prepare

By Dext
4.8 out of 5 stars
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.

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 out of 5 stars
928 Reviews
5 star(89%)
4 star(7%)
3 star(1%)
2 star(1%)
1 star(2%)
FC
Flo Chadaway
Posted
5 out of 5 stars

Time Saver

Dext prepare saves so much time in my practice and for the clients too. It really makes a massive difference in trying to get records from clients as well
DS
Dana Sutton
Posted
5 out of 5 stars

Definite Timesaver!

Setting up the rules has made review and publishing a breeze.
MH
Michael Hall
Posted
5 out of 5 stars

Helpful software

Really useful for data extraction into Xero, saves lots of time on manual processing

Additional info

Shared data

Xero
Dext Prepare
Accountsshared from Xero to Dext Prepare
Bank Transactionsshared from Xero to Dext Prepare and from Dext Prepare to Xero
Contactsshared from Xero to Dext Prepare
Credit Notesshared from Dext Prepare to Xero
Currenciesshared from Xero to Dext Prepare
Invoicesshared from Xero to Dext Prepare and from Dext Prepare to Xero
Paymentsshared from Dext Prepare to Xero
Receiptsshared from Dext Prepare to Xero
Reportsshared from Xero to Dext Prepare
Tax Ratesshared from Xero to Dext Prepare
Tracking Categoriesshared from Xero to Dext Prepare
Usersshared from Xero to Dext Prepare

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.