Unlock client data
With accurate data comes actionable insights.
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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 a free trialTrusted 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
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