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Über Dext Prepare

Receipt Bank ist eine papierlose Buchhaltungsplattform, die Wirtschaftsprüfer, Buchhalter und Unternehmen miteinander verbindet. Seit 2010

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Vorteile:

Game changer for small businesses that still use the shoe box method. It is a very easy integration with Quickbooks online.

Nachteile:

In the app there are some unnecessary fields that you don't have to fill in, but they are named the same as one which you do, which was confusing at first, but now I am used to it.

Bewertungen zu Dext Prepare

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,2
Kundenservice
3,7
Funktionen
4,0
Preis-Leistungs-Verhältnis
3,8

Weiterempfehlungsquote

7,2/10

Dext Prepare hat eine Gesamtbewertung von 4,2 von 5 Sternen basierend auf 136 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (136)

Darcy
Darcy
Executive assistant
Verifizierter Nutzer auf LinkedIn
Gewerbeimmobilien, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Keep Track of your Receipts easily

5,0 vor 2 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
Nigel
Nigel
Managing Director in UK
Verifizierter Nutzer auf LinkedIn
Unternehmensberatung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Buy it

5,0 vor 10 Monaten

Kommentare: Dext takes away a lot of pain in terms of administration and time, it also keeps my invoices & receipts digitally and gives me an overall view of my outgoings for any set period, excellent product

Vorteile:

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

Nachteile:

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

Faruk
Accountant in Türkei
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Streamlining Accounting Processes: A Review of High-Cost Software for Improved Client and Accountant

5,0 vor 9 Monaten

Kommentare: Our overall experience has gone well with DEXT, the only downside it the price hike.

Vorteile:

The process is the strongest aspect of Dext. The process is as followed, if DEXT is unable to retrieve all the data it marks it for review. Dext also has features like auto publishing, supplier rules and bank feed as well e-invoicing. With auto publishing you can have documents/invoices automatically published to Xero and ready for reconciliation. Supplier rules also help with have the invoices automatically allocated to the correct supplier. Dext can also connect directly to your supplier they are bringing on a lot of support which can be beneficial to a lot of practices to streamline and increased their performance. Have bank fetch can also help with company tax returns and not having to contact your client to get bank statements all the time as you will have access to this in Dext. Dext have 3 different products: Prepare Commerce and precision. We are currently using DEXT prepare.

Nachteile:

The pricing is a big factor. Also, for the price DEXT should offer more, currently they have split their product into 3 categories, DEXT precision features should be a part of their prepare features. Recently they also increased their pricing significantly. Their only advantage is that there is no software at its calibre. I would say another factor is ensuring your client use Dext as some from the older generations can struggle.

Pauline
Accounting supervisor in Kanada
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Dext review

4,0 vor 2 Monaten Neu

Kommentare: Above average, it is easy to use and does the job and makes the process efficient

Vorteile:

It makes data entry very easy and efficient through machine learning, and that it syncs with accounting software

Nachteile:

when you add someone in your accounting practice as a team member with basic access (which shows that they cannot publish to software) - turned out they still can. i wish they update that. Also - we weren;t able to utilize the auto-fetch function

Sherry
President in Kanada
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Terrible Company

2,0 vor 3 Wochen Neu

Kommentare: Horrible. I would not recommend this product to anyone purely on the the fact that their customer service is abominable.

Vorteile:

Good concept. Relatively easy to use. Ability to have teams is helpful.

Nachteile:

Customer service is terrible and the businesses practices are appalling. Tried to cancel my subscription. I was told I didn't give 30 days notice so I was on the hook for another year. I've been paying $276 a month for a year and never used it. I received three email confirmations of my cancellation date. Low and behold, a payment was taken on the cancellation date. They make it near impossible to cancel. Terrible business practices.

Andrew
Administration Assistant in Australien
Einzel- & Familiendienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dext is perfect for small startups

4,0 vor 3 Monaten

Kommentare: To be perfectly honest, it was 'fair' at best, we had a good run but outgrew the cost which became very exorbitant after the last company buyout
Really poor customer support options, don't expect a reply for up to a week. Not good when you have to pay your workers and nothing functioning.

Vorteile:

Dext has a potentially daunting array of choice at first setup, the beauty is you can just leave sit what you do not need until you need it. Our staff used the software with ease and were able to confirm 90% of the time, to the required use of the software making it less time consuming to chase receipts. It is simple to use and allows multiple levels of authorisation. Scales slightly to cost for small business. They do offer discounts to NFP/RC organisations. Compliant with ATO tax reporting requirements. Fully customisable categories table.

Nachteile:

Technical support were good, but not great, often the replies were cryptic or were minimalist, often resulting in confusion from them or us. Not a solution once you go over the affordable tier of 80 employees, there are then much better solutions out there. Some limitations in the software framework, but nothing crippling. No training option for staff, assumed you will do that.

Elliott
Systems Manager in USA
Gastgewerbe, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Everything we need at the right price

5,0 vor 3 Jahren

Vorteile:

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.

Nachteile:

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.

Audrey
Owner in Kanada
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

I use Dext Prepare multiple time a day for various businesses

4,0 vor 3 Jahren

Kommentare: Overall I think it is a good program and helps streamline daily activities.

Vorteile:

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.

Nachteile:

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

Daniel
Vice President in Kanada
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great product for in-house or outsourced bookkeeping

5,0 vor 8 Monaten

Vorteile:

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.

Nachteile:

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

Russell
Russell
CEO in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

A useful - and usable - alternative to expensive

4,0 vor 2 Jahren

Kommentare: Overall this has been a good product for my accounting practice. I use it personally for my own firm and for many of my monthly bookkeeping clients as a method to capture receipts in the moment.

Vorteile:

Designed for accountants and their clients, allows for easy collaboration and receipt capture. Does a much better job than QBO receipt capture and does not restrict the source email for forwarded emailed receipts, making it much more usable and efficient.

Nachteile:

The refusal to allow us to use American formatted dates is a constant and significant irritant. It would be so simple to correct this that it is extremely annoying that they won't do it. Receipt matching to existing QBO transactions is inconsistent and only looks back 3 months so it is not ideal for clean up projects. Pricing structure isn't very flexible.

Veronica
Accountant in Kanada
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Has great features but don't like that you have to buy in groups of five

4,0 letztes Jahr

Vorteile:

I like the integration with QBO, the supplier rules feature, and the expense report functionality.

Nachteile:

I wish i could organize the files in a different way (similar to a file folder) I don't like the pricing scheme

ron
president in USA
Großhandel, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great Product Terrible Service

3,0 vor 3 Jahren

Vorteile:

Its easy to use for the most part. as usual with most software support is non existent so if you are not a technical person it might not be for you- like most online products online their FAQ section will not answer any question you have. also they really do not want you to contact support so its difficult Its a great idea and works with QuickBooks once you can figure out how to set it up. its not intuitive at all

Nachteile:

while difficult to figure out with zero installation support it is a great idea and on its basis and awesome product- its price compared to others, but probably worth it. that being said if you have a problem with it- you are out of luck- you can try and contact support but that's a joke. they of course want an email. ive had a problem with their fetch service, which is another great idea- it will give you an error saying you are using the wrong credentials even though you can sign on the site with no problem using the same credentials. what you will get back will be endless emails with can responses using the very faq pages which are useless. they do not even log your complaint so each time their solution doesn't work you have to re explain again. even if you send the prior email in the body. they are clearly not equipped to support issues with their own software I will tell you its a nice product and if you are technical and can figure out how to set it up you will be good. but if there is an issue with a feature forget it

Andrew
Creative & Managing Director in Australien
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy expense tracking

4,0 vor 2 Jahren

Kommentare: Very easy to use, and integrates well with Xero and out bookkeeping and accounting practices.

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.

Simon
MD in UK
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Automation with Dext

5,0 letztes Jahr

Kommentare: We already liked Dext, then recently found out about a new integration feature where it links with and fetches data directly from Amazon, Uber etc. to save another stage of manual work. Excellent.

Vorteile:

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

Nachteile:

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

Denise
Director in Irland
Bau, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Security Breech with fraudulent invoices

1,0 vor 3 Jahren

Kommentare: No satisfaction, Receipt Bank do not care about fraud.

Vorteile:

NONE - Receipt Bank allowed fraudulent fishing invoices to be included as verified invoices on my account.

Nachteile:

ReceiptBank allowed fraudulent invoices to be sent to my inbox and refused to acknowledge this as a security breach. There solution was for our company to change our e-mails. The source of the invoice which appeared in my payment list was a fishing scam. ReceiptBank refused to make any security improvements on the platform. Avoid this platform at all costs as it is not secure and the company don't care.

Mark
Director in Australien
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

DEXT

5,0 vor 3 Jahren

Kommentare: Besides the extreme inconsistency with their pricing model, the products works and provides for time savings

Vorteile:

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

Nachteile:

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

Andrea
Director of Corporate Services in Australien
Non-Profit-Organisation Management, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

It keeps getting better

5,0 vor 3 Jahren

Kommentare: really happy with the time savings.

Vorteile:

The company is really responsive to improving the product. Simplifies the Accounts Payable Process and saves a lot of time.

Nachteile:

sometimes AI picks up the wrong supplier and you need to be alert to this especially for autopublish suppliers.

Angela
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Receipt Bank Review

3,0 vor 5 Jahren

Kommentare: VERY BAD, EXTREMELY DISAPPOINTED.
SALES TEAM SAID TECH SUPPORT WERE SUPERSTARS, THEY DON'T EXIST. YOU HAVE A WEB PAGE AND A CHAT ROOM. UGH SO FRUSTRATING!!!
SALES TEAM LEADS YOU TO BELIEVE YOU GET MORE THAN YOU REALLY ARE. USELESS IF YOU USE QUICK BOOKS DESKTOP.

Vorteile:

the ocr technology is very good. i get my own free account

Nachteile:

ZERO CUSTOMER SUPPORT. SALES TEAM MISLEAD CAPABILITIES OF INTEGRATION TO QBD. EXCESSIVE SET UP TIME. NO ASSISTANCE TO HELP YOU GET YOUR CLIENTS SET UP AND RUNNING WITH THE APP.

Howard
Executive Chef in UK
Gastgewerbe, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Really useful app and website which help me keep on top of paper and digital invoices

5,0 letztes Jahr

Kommentare: I've used this app on and off for years. It's super easy to use and makes reconciliation a simple task to keep on top of.

Vorteile:

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

Nachteile:

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.

Jacky
Manager in Kanada
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Receipt Bank makes accounts payables a breeze

5,0 vor 3 Jahren

Vorteile:

Expense reports allow for multiple line items and attachments to each saving time with reconciliation Approval tier for expense reports for compliance Matching invoices/receipts to Quickbooks softare when transaction located makes it easy

Nachteile:

Does not download statements, e-transfer details, or cheque images from financial institution like Hubdocs

Priscilla
Office Administrator in Kanada
Elektrische/elektronische Fertigung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Excellent Soo Far

5,0 vor 6 Jahren

Kommentare: Great

Vorteile:

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.

Nachteile:

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.

Garreth N
Director in Neuseeland
Verifizierter Nutzer auf LinkedIn
Outsourcing/Offshoring, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Effective, bit pricey, bit complex

5,0 vor 5 Jahren

Kommentare: Well, you get the same functionality but better with Xero Standard. So why buy this? Just get Xero

Vorteile:

It works! The OCR was very good at reading receipts and storing data in the right ledger code. Saved me lots of time

Nachteile:

Tricky to set up, costly. Now there are other products with same functionality but cheaper

Theodore
Financial Analyst in Kanada
Immobilien, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Receipt Bank is a Cool Software

4,0 vor 5 Jahren

Vorteile:

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.

Nachteile:

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.

Shelby
Shelby
Owner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: GetApp

Deceitful billing and poor customer service

1,0 vor 8 Monaten

Kommentare: I will never use this software again nor recommend it to others simply because the way their sales and customer service teams have handled things. I was signed up for an “annual” commitment unknowingly. I’ve been emailing support for almost 2 months to close the account due to their unethical practices and have gotten nowhere.

Vorteile:

I used Dext years ago when it was Receipt Bank and thought I’d look into it now for my company. It’s definitely not the same company anymore

Nachteile:

They just want to make a sale and don’t care about the experience at all.

Darcy
Darcy
Marketing Assistant in Kanada
Verifizierter Nutzer auf LinkedIn
E-Learning, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Keep Track of your Receipts easily

5,0 vor 2 Jahren

Vorteile:

I like that you don't need to keep your physical receipts, you simply take a photo of the receipt and upload it. Then you can categorize your expense from the software.

Nachteile:

Sometimes it doesn't autopopulate the amount and taxes properly like some other software like Receipt Bank. I also think the interface is not as nice as Receipt Bank.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Design, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

So easy and versatile!

5,0 vor 6 Jahren

Kommentare: Accountability and record keeping is greatly improved!

Vorteile:

My company started using this to keep us in compliance - and keep our accountant happy. IT IS AWESOME! There are so many ways to upload receipts - it makes this extra step in our work day so much easier. You can scan and upload the receipt via their website. You can send it to a personalized email address to upload the receipt, you can use their app... it is fantastic. And our accountant is super happy with the results!

Nachteile:

I can honestly say there isn't anything bad about this program. It stinks we have to take the extra time to be more diligent about our receipts, but the program really helps ease that hassle.