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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
901 Reviews
5 star
(90%)
4 star
(7%)
3 star
(1%)
2 star
(1%)
1 star
(1%)
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.
TR
Tori Redler
Posted

A Must Have App

Dext significantly simplifies data entry and saves soooo much time
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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