Next level productivity

Prepare helps your team be more productive and your practice more profitable.

Dext accounting software dashboard on iPad

Prepare your practice

As your business grows workflows become more complex, clients demand more, and time gets squeezed. Prepare gives you powerful tools, providing real-time insights to help your firm be more productive and ultimately more profitable.

Reduce data entry

Redirecting resources to other areas of the business can increase client to staff ratio 20%.

Client workflows

Spot potential backlogs to deploy resource in the most efficient way.

Valuable resource

Allocate the right people. So tasks are completed first time, without duplication.

Get time back

Free up your team and get the best value from their time as they take on up to 50% more clients.

Time-saving features

  • Financial overview

    With everything your clients needs to know about their business finances in one streamlined place, helping them plan for the future has never been more simple.

  • Expenses made easier

    Add financial records in a few clicks. Save time on logging data, finding paperwork and more. Create, complete and approve expense reports in next to no time.

  • Faster, cleaner design

    Add or hide features as and when you need. Less clutter means more insight.

Cost Workspace

The one-stop shop for all important financial information.

Finance dashboar app

Sales Workspace

Submit paperwork, review key payments and get real-time sales data in an instant to save your business 100s of hours every month.

All your important information, extracted

All your important information, extracted

Prepare determines the currency, total amount, tax amount and customer, as well as the invoice date and number ready to publish to your accounting software.

Publish your documents automatically

Publish your documents automatically

Automate the publishing of repeat invoices to reduce the time spent processing predictable paperwork each month.

Every type of invoice, covered

Every type of invoice, covered

Paper invoices, software-generated slips, supporting documentation – whatever it is, you can upload it to Prepare to process. Integrations with Stripe, Shopify, Amazon, PayPal and thousands more keeps things simple, seamless and secure.

Control over client cash flow

Control over client cash flow

A clear view of how much is coming into a client’s business gives you a quicker understanding of cash flow and the opportunity to provide more accurate advice.

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Client view

Get a clear and concise overview of each of your Client accounts. Get statistics and identify patterns in how users are submitting to anticipate backlogs or delays in your process.

Practice view

Understand the efficiency of your practice and client base in one clear view. See your clients' submission methods, patterns and delays, as well as their onboarding progress.

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