Dext Prepare

Auto-extract your financial data

What is Dext Prepare?

Dext Prepare takes unnecessary manual tasks out of your workflow, giving you time back to focus on what matters. Dext’s automation, accurate data extraction powers your firm with the best data, from submission to reconciliation.

What does it do?

Accurate, automated data extraction

Prepare’s award-winning data extraction reduces the errors you might make when manually entering data yourself. For example supplier invoices (bills), sales invoices, and bank statements. You can also use Supplier Rules to extract and categorise the inputted data. Each transaction, along with it’s supporting images are posted directly into your accounting system.

Multiple submission methods and integrations

Submit your paperwork in a way that suits you. Snap through Mobile App, email in, or use the automated Invoice Fetch feature. With over 30 integrations, Prepare is also the most widely integrated solution in the market. It supports over 11,500 banks and institutions!

Your electronic paperwork is safe

A copy of all uploaded documents are stored and organised in Dext. All images are also replicated in your accounting package. So you have them in two separate locations – great for your contingency plans. You might want to consider giving staff access to Dext instead of your accounts package. That way, staff can view all bills without seeing the more confidential information within your accounts package.

Key Benefits

Less manual data entry

Take the pain out of bookkeeping by removing manual data entry from your workflow and get a better view of missing paperwork.

Reliability

Dext has had very little downtime for maintenance and are the most reliable data capture tool out there. With high standards for accuracy you can be assured your data is in good hands and will feed through the vital information you require to where you need it to be.

Time saving

The beauty of data capture is just how time saving it is. You can make better use of your time and your employees’ time as there is significantly less manual work involved. Time is money, so you may find that you’re better off financially too.