Accuracy. Automatically.

Automatically and accurately sort and categorise data to save up to 5.5 hours per client per week*.

Make bookkeeping profitable

Save your practice valuable hours every week and free up your best people to concentrate on what really matters – servicing clients, billing more advisory and winning new business.

Supplier rules

Automatically set categories to auto-publish paperwork as soon as it’s submitted. With Prepare, you can set tax rates, currencies and categories for a supplier to avoid costly errors and save valuable time when processing predictable paperwork.

  • Define currency

    Extract data already labelled in the correct currency and grow your international practice with confidence.

  • Set tax rates

    Automatically set tax rates by supplier to make sure you only pay the right amount. The more you submit the more Prepare learns.

  • Automate reporting

    Automatically create predefined line items for specific suppliers and add detail to categories with a simple rule.

  • Reduce reconciling

    Identify payment terms and sources used by suppliers and automatically mark items as paid or unpaid.

  • Streamline invoices

    Define when payments are processed, then automate it, so client’s suppliers are paid without manual processing.

  • Pain-free payments

    Define how your clients’ bills and invoices are paid to further streamline client’s cashflow.

  • Late payments

    Business, personal, capital expenditure - define payment context and retain, for same category payments.

  • Instant processing

    Combine with Smart Split and set rules so you can auto-publish to your accounting software with no need for time-consuming editing.

Customer rules

Automatically set tax rates, currencies and categories according to customers. When your clients work with the same customers, they often end up repeating the same admin tasks every month. With Customer Rules, all of this becomes automated – giving you and your clients a clear view of your sales performance in a fraction of the time.

Define currency

Define a customer’s location and extract data already labelled in the correct currency so clients can service more international clients more easily.

Streamline invoicing

Define when regular payments are processed to customers, then automate it, so they’re paid without the need for manual processing.

Control client taxes

Automatically set tax rates by customer so client’s only pay the right amount. The more you submit the more Prepare learns.

Take control

Business, personal, capital expenditure - define payment context and retain, for the same category of payments.

Detect duplicates

Prepare automatically detects and merges duplicate items. If the same receipt or document is uploaded, duplicate items will be merged and clearly marked with a note. If duplicate items are missing one or more important fields such as date, then the two items will not be merged.

Receipts

Define a customer’s location and extract data already labelled in the correct currency so clients can service more international clients more easily.

Invoices

Automatically merged if supplier, total amount and reference number are the same. Merged items can be easily separated using the unmerge tool.

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