Dext Prepare

Dext is a great software to eliminate the need for keystrokes to enter data into accounting software.

The system can often be a bit temperamental and extract the incorrect information from the source document.

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.

Easy setup and integration with QuickBooks Online. Clients find it quick and easy to use, which is a must to get everything done in a timely manner.

I find the monthly tiered subscription pricing to be a bit expensive.

Very easy to use. The interface is clear and user-friendly.

The lack of mandatory expense reports is a big plus in my view. When we used Expensify we had various issues dealing with expense reports. They aren't really necessary for our process, so eliminating them saves time. Also, now an issue with one transaction won't hold up the rest of the report.

The OCR is very accurate compared to our previous software (Expensify and Veryfi), and did seem to learn how to read different vendors' invoices when I had to make some corrections (e.g. pulling invoice date instead of order date).

Customer support was responsive and had a great attitude.

Pricing is transparent and inexpensive compared to some competitors.

Works well for both employee expenses and general accounts payable.

OCR processing time is slower than we would like. Items can be processed manually when needed, however.

Multiple approval flows would help manage expenses by department.

Doesn't integrate correctly with our bank. This seems to be an issue with our bank and the third-party integration software, but still.

The AI behind this software is smart and adaptive. The OCR recognition can identify the debit/credit card used on a submitted receipt and match that receipt payment to the specific bank account in your accounting software so you can avoid sending payments to the wrong account. For accounting firms, the bundled pricing is a great value to share with your clients. It does not just push the data to your accounting software, but will search your transactions in the software to try to find matches and will sync up the payments with ease.

While they are doing good with the fetch option for online invoices (they can pull the statements and invoices from online billers, such as cell phone or internet), they do not have the capability, currently, to pull bank statements. Add this feature and we have an unmatched solution to this expense capture sector in my opinion.