Dext Prepare

Smart Solution to manual bookkeeping entry

Comments: Time. This saves time . It also provides peace of mind.

Pros:

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.

Cons:

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.

Everything we need at the right price

Pros:

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.

Cons:

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.

Useful tool but under delivers

Comments: Customer service is lacking. It is hard to move away from a product though once it has been integrated. So we continue with it despite these major issues.

Pros:

Easier for clients to use for scanning in their receipts and invoices rather than into QuickBooks directly as the third degree of separation allows for us to ensure they do not accidentally post anything to the books.

Cons:

There are a lot of features we were promised that do not work at all. Including the invoice fetch. It is totally unusable for every single one of our clients, and customer service never seemed to care about the fact we are paying for a service they advertise yet cannot deliver.

Dext is how receipt softwares should work

Comments: Overall we are happy. The app works really well

Pros:

This app works great. Very easy to use for the person taking photos of receipts and the person recording the receipts. Overall we are very happy. Only thing that could be better is the price

Cons:

Price is higher than what we want to spend

Great product for in-house or outsourced bookkeeping

Pros:

Online and Mobile App are very easy to navigate and use. The training resources that are included are excellent. Dext saves my business a lot of time by setting up automatic rules for suppliers, bank accounts, etc. to directly integrate into our accounting system.

Cons:

I don't have any negative comments for Dext Prepare.