Dext Prepare

Vorteile

I can auto-forward bills and invoices I receive via email to Receipt Bank, the ones which are consistent, I can even auto-publish to my accounting software (XERO)

Nachteile

I'm in Canada and have a few bills I pay in US funds. Occasionally a receipt will spontaneously switch currencies for no apparent reason.

Vorteile

Capture expenses is really easy with Dext. As a team we use a combination of photos, for physical receipts, and emails where we just attach a PDF. Both methods work really well, and it takes away the pain of tracking expenses.

Nachteile

The accuracy for digitisation is excellent, however, it can be slow at times. To be honest though, I would rather it take a longer time to process and be accurate than being fast and inaccurate.

Vorteile

Photo recognition is very accurate and customer service is helpful and existant.

Nachteile

Where do i start. The system is very clunky, looks great from the outside but there are better solutions out there especially for the price. Upload a reciept and approve it. Then wait 24 hours for it to enter your accounting software. Nightmare when your trying to reconcile.

Doesnt link with QB Projects so have to go into each reciept in QB and add project. This defeats the whole purpose of the app. Oh and you have to wait for it to push to QB.

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Gründe für den Wechsel zu Dext Prepare

Vorteile

The data extraction worked great and the ability to also automatically mark payments to bills is also a timesaver. The ability to post multicurrency bills is a great feature.

Nachteile

It took quite a while to have everything set up, sometimes the data extraction did not work for an unknown reason. Does not work for extracting data from bank statements.

Vorteile

This software makes bookkeeping very easy, even when on the go. The mobile app is perfect for tradespeople and those on the road.
The dashboard feature is particularly useful to us a bookkeeping business as we can monitor that activity level of our clients as well as ensuring the correct uploading of their documents.

Nachteile

We have found ourselves paying over the odds for this software on behalf of clients whose business sees peaks and troughs in terms of activity and so some months can be charged at a higher rate because they reflect the previous month's activity, despite little to know uploads taking place in the month following. We would much prefer to pay for the software on a credit system whereby we pay for what we use.