Your practice, more productive

Optimize gives you a complete view of your firm’s efficiency. From in-depth analysis into your bookkeeping process, to reporting that helps grow your firm, engage your clients and align your team.

Practice productivity tools

Streamline automatically provides clear data using powerful tools, so you can spend more time adding value for your clients and running your practice. It’s a no-brainer.

Finding efficiencies

Know your practice inside out

Manage workloads

Integrates with additional software to build custom workflows for any client.

Get a better team view

Monitor activity for your team with outstanding documents, data-validity and automation metrics.

Boost client efficiency

Help your clients implement better processes and track their engagement so you can pre-empt their actions.

In-app messaging

Clarify submissions and send messages straight to your client’s mobile app for faster responses and resolution.

Source missing documents

Instantly generate a list of items needed for reconciliation, and share with clients with one click.

Get started today

Start a free trial

Welcome to Dext

Formerly Receipt Bank

For more than a decade we’ve backed accountants and bookkeepers to make better businesses. Today we start a new chapter with you.

Dext is the new name for our company. And Dext Prepare is the new name for Receipt Bank.

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