Submission methodsincluding the Dext Prepare mobile app, email and invoice fetch
Accounting software integrationConnect to and sync data with your accounting software such as Xero, QuickBooks Online and more
Supplier rulesSet tax rates, currencies and categories according to suppliers
Multi-account managementEffortlessly merge client and business account logins and switch between businesses and practices – all within a single login.
In-app messagingMessage your client directly within the Dext Prepare application
Expense ReportsEasy for your clients to keep track of their personal expenses
Bank MatchIdentifies items that already have a matching transaction in your accounting software
PDF/CSV exportExports files ready for import into accounting software
Bank Statement ExtractionProcess manual bank statements ready for import into your accounting software
Streamline 1050 bank statement pages Streamline 2050 bank statement pages Streamline 5050 bank statement pages
Dext ConnectSync and manage your desktop client's data with ease - available to QuickBooks Desktop and Sage 50 users.
World class technical supportWorld class customer service through email, live chat and call.
Onboarding and trainingProfessional services and resources to get you fully onboarded
On Demand24hr on demand support, available when you need it via recorded and live content.
Professional ServicesThe best of both worlds, 1:1 support to guide you through your implementation supplemented by live training webinars.
Professional Services PlusEverything you get from a Professional Services package, plus additional 1:1 product training from your Success Consultant.