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