A suite of tools that all add up
As your practice grows, workflows become more complex. Clients need more. And time gets squeezed. Empower your team with insights into your clients’ finances and workflow.
Make bookkeeping more profitable
Combine real time accurate data with practice productivity tools. Let Prepare extract every line of data to free up your team.
Prepare your practice
A suite of tools that all add up
As your practice grows, workflows become more complex. Clients need more. And time gets squeezed. Empower your team with insights into your clients’ finances and workflow.
Prepare finances
As your firm grows, workflows become more complex, clients need more and time gets squeezed. Dext puts powerful tools at your fingertips, providing real time insights to help your business be more productive and more profitable.
Auto-categorise
Save time and tax deductibles automatically for your clients. Automatically code and categorise codes by setting up supplier rules.
Label every line item
Use Smart Items to extract data, automatically categorise it and label each line item.
Smartly split tax
If receipts show tax payable and reclaimable expenses, divide by description, nominal code or percentage with Smart Split.
Request paperwork
Cut out the paperchase. Send requests on outstanding paperwork through your client’s app. Use in-app chat to get clarity quickly.
Match bank costs
Connect to your client’s business bank account to match costs with paperwork.
Expense reports
Extract every line of data from any receipt or invoice, bank statement and over 1,400 online suppliers, including PayPal with market leading accuracy.
Report business data
Tools to help you understand the financial performance of a client’s business, report on supplier costs and revenue trends to help your clients save money
Made to measure
Give everyone the full financial picture. Create bespoke dashboards for your clients and practice so you can track team workflows and support needs.
Client dashboard
Gain full oversight of team workload and client performance in a single dashboard, creating bespoke reporting on bookkeeping productivity to help better allocate resources. Give more client time back to your most valuable advisors.
Collaborate in real time
Make clarity quicker to come by. Avoid surprises ahead of submission deadlines with built in chat tools. Cut out the chase and get real time responses and instant clarity on specific items with in-app chat.
