Avis clients sur Dext Prepare

D'une apparence hyper pratique Dext facilite le traitement des factures reçues.
Mais 100% des factures doivent pouvoir être traitées et ce n'est pas le cas.

L'absence de support technique compétent. Aucun des factures internationales ou européennes ne passe correctement dans ce logiciel faute de corrections mineures et ce depuis 6 mois.
La société Dext préfère courir après de nouveau clients en ajouter des "à peu près" que de résoudre les problèmes de ses clients existants.

Il importe les factures avec précision et facilement. L'application mobile et facile et permet de prendre des factures de plusieurs pas en photo et de les regrouper en 1 document.

La connexion avec Sage 50 est beaucoup moins intuitive.

Ce que j'aime tout particulièrement avec Dext, c'est que je peux facilement gérer mes dépenses, sans devoir gérer mes reçus. Tout s'organise facilement et rapidement et ceci me permet de me retrouver avec facilité.

Pour le moment aucun point faible n'a été identifié.

I can auto-forward bills and invoices I receive via email to Receipt Bank, the ones which are consistent, I can even auto-publish to my accounting software (XERO)

I'm in Canada and have a few bills I pay in US funds. Occasionally a receipt will spontaneously switch currencies for no apparent reason.

I love Dext and have used it for 7 plus years. It allows me and my clients to track all their expenses easily and worry free.

The cost is expensive as I dont have a lot of clients but I will pay because I like it so much

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.

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.

This software is amazing. We are a wholesaler with loads of monthly invoices from suppliers and out to customers. Dext strips all the information out in seconds, is so accurate and then can get seamlessly transferred to Sage. Considering the time this software saves us, the price is brilliant too. I already recommend this software to anyone I think would benefit.

No downsides. This software literally does everything I need it for.

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.

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.

Great automated solution for keeping track of expenses
- It integrates with our bookkeeping system Quickbooks.
- It automates the data entry tasks
- Easy to use
- Good price point

It didn't integrate with all accounting systems, so I did have to switch to Quickbooks in order to use Dext as my old system was not compatible

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).

Dext Prepare is easy to setup and use whether you're a small business or an accountant looking to help your clients keep up with all those paper receipts and emails for sales and costs. They also have expense report features

Dext Prepare is somewhat on the expensive side for the subscription prices they charge.

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

I use this daily. Ease of use is key here to minimise any further hassle from bookkeeping. RB is super easy to use, very quick to upload documents via the app or the desktop.

Possibly the rate of machine learning. I have used RB for the same customers sales invoices for over two years now, and the same mistakes are frequently made by RB's extraction. These are daily mistakes, possibly every other day. Customer Name is a very common one.

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

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.

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.

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

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

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.

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

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

I have been using Receipt bank from last 2+ years, its a great tool to save time & a lot of data entry. My client are also happy to save time & cost due to using Receipt Bank.

In some case its mixes currency sign and user need to review receipt and verify currency to avoid later issues.