Unlock client data
With accurate data comes actionable insights.
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.
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.
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.
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.
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 a free trial
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
“We’re freeing up the time to provide value-added, interesting services. People that used to predominantly work on compliance can now move into advisory full-time and use it to self-generate work with confidence.” View case study
“Dext continues to re-engineer itself and find ways to help our practice, and our clients business forward. With its accuracy, efficiency and easy user interface, we continue to find ways to engage more effectively with our clients, and build stronger businesses”