Dext Prepare Erfahrungen

In short as a small business owner Dext saves me the most precious commodity it can, my time. It allows myself and my team to take a simple picture of a receipt or uplad an invoice and the data is extracted and pushed across to my Xero accounting system. Works very well indeed including multiple currencies

Like any OCR extraction it is not perfect but what I would like to see is better notifications of failures for duplication etc, I would like unsuccessful uploads to be easier to identify and resolve

I have been using Receipt Bank alongside Xero for at least 5 years now and I have tried the alternatives but for me RB is the best! It is easy, accurate and intelligent. Its super simple app alongside the emailing in, drag & drop, dropbox link etc makes adding receipts and bills easy so you are more likely to capture more items. The OCR works well and learns (it is however worth keeping an aye on things as sometimes it can go awry!). The supplier rules work well, it has a great user interface and is simple to navigate. I know that they do line by line splits on some supplier invoices and I would like to see that get more accessible. Overall Receipt Bank saves so much time and I think that they are still developing more and more features. I have had clients that hate it and there are a few nuances that you should pay attention to at the start but once you have it works brilliantly!! I have tried Datamolino, Autoentry and Xero direct for the day to day receipts & invoices but have always come back to Receipt Bank.
Customer support has always been good, friendly and relatively speedy. I use Receipt Bank with all my clients - we insist upon it!

I would probably say the thing that comes up over again is the price (I argue that rather pay them that than me for data entry!) but maybe if there was a lower starting price? I would love to see a Bill to client button and the option to break an invoice into lines as a standard option.

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

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.

The software automatically reads invoices and extracts the key data to be imported into your accounting or ERP system. This saves us countless hours of manual data entry and ensures consistent entries

Nothing negative to say at this stage, the software is incredible and the people we have interacted with are all knowledgeable and helpful

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.

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.

Using the app, I can easily add invoices to Dext and then edit them before publishing into my payroll software. Invoices are stored so I cab refer back if I need information in the future

I can't access all features through the app and have to use the desktop version

The app is so intuitive and easy to use. It makes batch inputs a breeze.

It would be useful to be able to search through invoices with specific words... such as avocado -to see which invoices had avocados on them. Currently, I can only search by supplier.

Absolutely love the way it can OCR, use rules I set up, and then export the data to QBO

Handling of taxes... while it reads the tax amount, we in BC have a challenge with it seperating our PST and GST amounts. (But the promise a fix is coming).

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.

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.

Dext, although higher price, is our preferred purchase invoice data capture system. Its more powerful, so if the client is of a certain size then it is worth the extra outlay to save time

As long as you know what it is capable of, its hard to fault

Fast, efficient, and I am always on top of my bookkeeping.
I scan receipts with the iOS Dropbox app and place them in a shared folder. The next day my receipts have been data-mined, and are ready for me to double check before pushing them to my FreeAgent account.
This process shaves hours off my monthly bookkeeping.

Occasionally there is a small error in the data mining, usually due to a receipt displaying information in an unusual place or style.

This app saves so much time and messing about with recipes and invoices when you are doing accounts. It is very easy to use with the iPhone app, online and via email. Whenever I buy something I can just take a photo of the receipt in the app upload it and forget about it. I can also email receipts for online purchases directly to my receipt bank account.
The system then picks out all the information and passes to my accounts software (Xero) I don't have to worry about loosing receipts or searching for emailed invoices. It saves me loads of time and avoid boxes of receipts at the end of the year.

I don't really have any downsides to this product does what it says on the tin easy to use and reliable.

We moved to Dext Prepare from a manual
System of printing invoices and submitting them. Now with Dext, everything is done online and it’s easier for accounting and employees alike.

For employees, some of the features are confusing. There are submit buttons and archive buttons that make it look like you should push them but really you don’t need to and it messes up the accountant if you do. As long as everyone knows this, it isn’t an issue but education is key.

Its a single location to store invoices and track expenses outside of the accounting software.

Importing expenses into quick books often times creates a new vendor. I then need to go in QBO and move it to the vendor.

A great tool to keep all invoices in one place, I hardly imagine how I could work if that soft would be not available for me.

The tool itself sometimes has issues reading excel files.

This software has made organizing my receipts very painless and efficient. I like the fact that a copy of my receipt is kept in this database and another copy in my accounting software when receipts are pushed over.

I find that sometimes when I send invoices directly from my email into receipt bank, not all the invoices are recorded or even appear. My accountant has to notify me to resend them to her personal email when she reconciles our books monthly.

ease of publishing receipts to accounting software

price is somewhat expensive for a yearly membership

Receipt Bank is really a time saver software in term of keeping records of your expenses receipt. Moreover, its integration with accounting software like Xero is very useful.

Negative points on Receipt Bank is the Invoice "Fetch" functionality that is a very good idea but never worked properly since I am using the software. This functionality is creating more problem by creating duplicates than actually saving time.

My accountant set this up and intergrates directly with Xero my accountancy software that they help me to use and manage.

Easy way to capture receipts when out and about by taking a photo and using the mobile app to submit it or alternatively for email receipts and invoices I can forward it to a special email address to do the same.

The invoice fetch feature by automatically logging into certain services, shops etc to get invoices and add them as expenses for you is very hit and miss, especially when some of the sites or services I use 2FA auth codes and it never really works with them.

Asking support for advice they are never really able to help solve this problem for me.

sync with my software, wholesale pricing. Great system to be organized and save all receipts to maximize deductions.

hard to contact customer service, when I have questions is hard to get in touch with them because they are located outside of the US.

WE like the extraction/invoice fetching ability
For the most part, the tax extraction is correct.

Customer service really lacking, often account manager are not responsive at all