Unlock client data

With accurate data comes actionable insights.

Share business metrics

Wouldn’t it be great to offer your clients real-time advice based on their latest financial data? It would unlock their potential and could make your team indispensable. Precision and Prepare Sales Workspace helps you do all that and more.

With Prepare Sales Workspace, you can:

Extract important info

From currency to total amount, invoice date to invoice number – all essential info can be automatically extracted. So there’s no need for manual data entry.

Automatic publishing

If you’re publishing repeat invoices, let Prepare help. Simply select the documents you want to auto-publish, and that’s it. Another thing off your desk.

Cover every invoice

Whether it’s a paper receipt or digital invoice, you can upload to Prepare for processing. Prepare also integrates with Stripe, Shopify and thousands more.

Control client cash flow

Gives you a clear view on how much money is coming into a client’s business, so you can serve them better advice. It’s that simple.

Start Free trial

Trusted by 1 million users globally

Growing your business from Receipt Bank to Dext with over one million users trusting us to get better insights from data. We integrate with any accounting software provider, most banks and suppliers. Find out why nine out of the world's ten largest accounting firms use Dext. Learn more

Kate Griffiths

Head of App Advisory, Kendons

“People that used to predominantly work on compliance can now move into advisory full-time and use it to self-generate work with confidence.”

Kate Griffiths
Kate Griffiths

Ryan Pearcy

Director in Business Advisory & Systems

“Our services evolve constantly. As the era of providing just compliance starts to die, the question now is: ‘what can we do for clients, on top of filing the tax return?”

Ryan Pearcy
Ryan Pearcy

Get started today

Start a free trial

Welcome to Dext

Formerly Receipt Bank

For more than a decade we’ve backed accountants and bookkeepers to make better businesses. Today we start a new chapter with you.

Dext is the new name for our company. And Dext Prepare is the new name for Receipt Bank.

X