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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
906 Reviews
5 star
(89%)
4 star
(7%)
3 star
(1%)
2 star
(1%)
1 star
(1%)
NM
Neville Middleton
Posted

Efficiency

Dext prepare allows us to efficiently keep our clients accounting records up to date without having to follow up and chase documents. This frees our team up to focus on more important tasks that assist our clients and assists our business to nurture the clients in other areas.
DW
Derry Weymes
Posted

Essential addition

Dext Prepare saves time and money.
JW
Joshua Westcott
Posted
Dext Prepare is a great tool which helps our business tremendously by speeding up processing and making the daily lives of accountants much easier.
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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