Dext Professional, Scientific, and Technical Services Reviews & Insights

Score9.7 out of 10

48 Reviews and Ratings

Community insights

TrustRadius Insights for Dext Prepare (with Receipt Bank) are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Convenient Mobile App: Users have found the mobile app to be convenient and easy to use, allowing them to capture receipts on the go. Multiple reviewers have praised its user-friendly interface and seamless experience when using the app.

Efficient Data Entry: The ability of Receipt Bank to track which card is being used for a purchase has been appreciated by users, as it helps avoid duplicate entries in the accounting system. Several reviewers have highlighted this feature as a time-saving solution that streamlines their data entry process.

Accurate Information Extraction: Reviewers highly regard Receipt Bank's capability to extract relevant information from receipts and invoices accurately. Many users have expressed satisfaction with the software's accuracy in extracting key details, noting that corrections are rarely needed.

Dext Reviews

10 Reviews

Professional, Scientific, and Technical ServicesAccounting6Information Technology & Services2Management Consulting2

DEXT is a MUST

Rating: 10 out of 10

Incentivized

June 5, 2025

Use Cases and Deployment Scope

Manage bank reconciliations, verify ABN's, GST compliance, supplier rules, customer insights. I use DEXT extensively. It is essential in my business operating efficiently to the extent I insist on my clients using it at time of sign up.

Pros

Seemlessly extrapolate data
manage duplicates
check GST and ABN compliance
Match items with unreconciled transactions in XERO

Cons

On the Inbox screen include a 'due date' column so items can be easily sorted in due date order to assist managing accounts payable
improve the data matching between XERO and DEXT. Currently it performance is 'random' and does not occur on each customer file. Seems it is something that needs to be requested from support. It should be an automatic feature

Likelihood to Recommend

As a bookkeeper, DEXT is an essential item in your 'toolkit' to the point I won't take on a new client unless they agree to use DEXT.
It is really well suited for businesses large and small and is easy to use so convincing people of it's value is not difficult

Mitch Uzelac

Managing Partner at MU Business Solutions (Accounting, 1-10 employees)

Vetted Review

Reseller

10 years of experience

View profile

Reasons to choose Dext Prepare

Rating: 10 out of 10

Incentivized

January 14, 2025

Use Cases and Deployment Scope

I love using Dext Prepare. The Receipt Bank option has saved my business so much time and is available for daily review. 100% recommend this product for all business users.

Pros

It allows for up to date banking data
Receipt Bank Option is very easy to use.
Options to edit after posting.

Cons

Can the unmatched lines be exported to excel for review by a second person?

Likelihood to Recommend

As an accountant for many clients. This has worked very well for our company. It is suitable for all business, big or small.

Verified User

Account Manager in Finance and Accounting (Accounting company, 1-10 employees)

Vetted Review

3 years of experience

A good add on product to QBO for accounting firms

Rating: 8 out of 10

Incentivized

May 19, 2022

Use Cases and Deployment Scope

Dext Prepare (with Receipt Bank) makes it easy for accounting clients to capture and send receipts to us. We can then easily back these up to Dropbox for them and also send them to Quickbooks Online to be attached to the appropriate transactions. As an accounting firm this is a great tool. It generally does a good job tracking which card is being used to pay for things so it can send the transaction to the correct QB register. Dext Prepare (with Receipt Bank) can also be used to create expense reimbursement reports based on submitted receipts, and will send them to QBO for payment.

Pros

Mobile app to capture receipts on the go
Tracks which card is being used for a purchase
Matches receipts against recent existing QBO entries to help avoid duplicate entries
It is good at extracting relevant information from receipts and invoices
It tracks emailed invoices by the destination rather than the origin, unlike QB's receipt service.

Cons

Their ongoing insistence on only using European formatted dates (DD/MM/YY) is a constant irritation every single time I have to manually enter a date
There isn't a way to manually match a record against an existing QBO transaction. It either finds it or you can't use Dext to send the receipt image to QB.
The mobile app is extremely limited. You cannot publish any type of transaction other than an expense.
The mobile app severely compresses pictures of receipts, which can make large receipts literally unreadable and defeating the purpose of capturing it.

Likelihood to Recommend

It is great for accounting firms. Easy to add and administer client accounts. Easy to integrate with Quickbooks Online. Easy for clients to capture and submit receipts on the go.

It is hard to use for manual data entry, and if your clients frequently have very long receipts the Dext Mobile app does not work well as it compresses the image to the point where it is completely illegible.

It does not seem to be designed for business owners to use directly rather than using it through their accounting firm.

Russell Barnett, EA, CTS

CEO in Finance and Accounting at SIlicon Valley Tax Coach (Accounting, 1-10 employees)

Vetted Review

2 years of experience

View profile

Avoid.

Rating: 1 out of 10

Incentivized

March 4, 2022

Use Cases and Deployment Scope

I would never use them again. I decided to scale back some accounts that were not used to reduce my costs - suddenly the one assistant who didn't cost me any additional fees when I added her meant that I couldn't go back to my original package and original price. They would charge me more money. I'm glad they need the money that much - cause I and my clients have moved and I will bring them no additional ones. Don't trust this company. Not ever.

Pros

Doesn't matter
cause there are
more and more options every day

Cons

Customer service
Honesty

Likelihood to Recommend

Verified User

Executive (Accounting company, 1-10 employees)

Vetted Review

3 years of experience

Functional, Simple, and Effective Receipt and Bill Processing Platform

Rating: 9 out of 10

Incentivized

February 11, 2022

Use Cases and Deployment Scope

We are using Dext Prepare for our receipt capturing platform. It makes it very easy to capture receipts, invoices, bills, and it is also very easy to upload these invoices. There are multiple ways of uploading receipts and they are very convenient. We used to scan, save copies of invoices, and email across each other but we don't need to do that anymore.

Pros

Mobile functionality
Capturing receipt/invoice information
Integration with accounting system

Cons

Price

Likelihood to Recommend

Application suits well to multiple user structure where users buy and pay expenses on the go so each user would have their own mobile app and access to Dext Prepare and soon after the purchase, they take a picture of the receipt and upload so finance team can access the information straight away. It would not suit well where a business has very few users who pay the bills and most bills are on the cloud (via emails, all-digital in the first place). Because these bills can be emailed to the accounting system in the first place anyway or other software providers where monthly subscription is much cheaper.

Verified User

Professional in Finance and Accounting (Accounting company, 11-50 employees)

Vetted Review

4 years of experience

Big time saver for people processing invoices and receipts

Rating: 9 out of 10

Incentivized

July 15, 2021

Use Cases and Deployment Scope

Dext Prepare (with Receipt Bank) is a neat little app that can help you manage your expenses in numerous ways. We use it to send all our receipts, invoices, and payment notifications and from that it reads, learns, and prepares all of the expenditure into Xero with the integration. Dext Prepare (with Receipt Bank) will handle who the invoice is from, how much it is, which category it should be stored in, and any tax information while also remembering this for future invoices from the same place. It saves us hours of data entry and provides more accurate data, making reconciliation a breeze.

Pros

Imports invoices and receipts via email or integrations
Converts into data and remembers previous settings for seamless processing
Integrates with a huge amount of accountancy packages (in our case Xero)
Handles billing data, tax information, and much more

Cons

The system to automatically pull invoices in from various online services is temperamental
Almost too many features for a micro business like ours

Likelihood to Recommend

If you already have an online accounting package, then this can be a great add-on to manage your expenditure and expenses--it works for a micro business as well as one with a number of employees and handles personal expenses as well as it does company ones. The app is pretty good, too, and it all just makes handling our finances so much better. It is not expensive, although it is an addition cost to your accountancy package. If you have nothing to integrate into (in our case it was Xero), then it would probably not be that useful, but for anyone else, I think it would save you hours or more.

Verified User

C-Level Executive in Information Technology (Information Technology & Services company, 1-10 employees)

Vetted Review

5 years of experience

Dext makes my life easier

Rating: 9 out of 10

Incentivized

April 30, 2021

Use Cases and Deployment Scope

Dext Prepare is great to snap a receipt on the run and have it entered straight into the accounting system. This can be out for coffee, a meal, travel expenses, whatever you get a receipt for. You can safely throw the receipt away as you will have a digital copy to refer to. No need to carry all those receipts around!

Pros

Convenient.
Easy to use.
Stress free.

Cons

e-Invoicing - needs to support it.
Sometimes errors still creep in.

Likelihood to Recommend

Great for capturing physical receipts you have or PDFs that are emailed to you. It doesn't handle e-Invoicing yet but it is logical they will add it.

Robin Sands

CEO in Corporate at Link4 (Information Technology & Services, 1-10 employees)

Vetted Review

4 years of experience

View profile

ReceiptBank makes business life easier

Rating: 10 out of 10

Incentivized

March 28, 2018

Use Cases and Deployment Scope

We use ReceiptBank across the organization for the tracking of receipts and expenses. It addresses the business problem of 'receipt overwhelm' - it allows us to be more efficient with the tracking of receipts and expenses. It also enhances the accuracy of our expenses and therefore the accuracy and timeliness of our financial statements.

Pros

The accuracy of the expense allocation is excellent
Very timely in having the receipts/expenses ready for publishing to Xero (our accounting system)
The Android app is very good - the image capture feature is very easy to use

Cons

It would be great if the receipt/expense could be published through the Android app rather than having to go the web version to publish expenses
At times the currency is not captured accurately from the receipts (but this is a rare occurrence)

Likelihood to Recommend

Well suited to any business (sole proprietor, partnership or corporation) that has team members with expenses and receipts. It is also well suited for any business that wants to improve its expense control and accuracy of expense tracking and allocations.

Nicola (Nicki) Morris

President | Business Consultant | Certified Coach in Corporate at The Neoteric Group (Management Consulting, 1-10 employees)

Vetted Review

4 years of experience

View profile

Snap a pic and throw it away! Receipt Bank will take care of the rest.

Rating: 9 out of 10

Incentivized

February 24, 2018

Use Cases and Deployment Scope

Receipt Bank is used in both the management of my organization and the management of many of our clients. For the people who use Receipt Bank, it's a wonderful tool because they can immediately snap a picture of a bill or receipt, and then toss the hard copy. No longer do they have to keep track of receipts - it's already taken care of!

For our staff who manages Receipt Bank for our clients, this program allows us to clearly see the business purpose behind every bill and purchase. We no longer have to ask the client for details regarding every little expense-we already have the details! Even better, Receipt Bank syncs both with Quickbooks Online and Bill.com, two other platforms we use, so it makes it very easy to pay bills that come due as well as record all of the activity in Quickbooks Online for flawless financial statements.

Pros

Receipt Bank does a stellar job of extracting information from photos of receipts and bills. I'd say 95% of the time the information pulled is correct, so very rarely do I have to correct an amount or date.
One feature I really enjoy is not only the syncing with Quickbooks Online, but the fact that it also pushes the image to Quickbooks Online as an attachment! This means that for every expense/bill processed through Receipt Bank, an image of it is available inside of the transaction inside of Quickbooks Online. This makes researching a breeze.
Receipt Bank makes it very simple for users to add documents to the platform. Each company receives a dedicated Receipt Bank email address, which they can email to and upload documents, or users can use the phone apps (which are really easy to use), or they can upload documents from their computer. Training our clients to use it really can't be any easier!

Cons

One area that could really use some improvement is their training program for the people who manage the program (meaning those of us to who actually process the receipts and bills to an outside software). It's a whole separate website, it's somewhat difficult to follow, and it just doesn't flow well. The training for front end users (those submitting the bills/receipts) is not really in depth, either, but it is pretty intuitive. We've taken to writing up a 1 page instruction manual for our clients that qualifies as their "training".
A feature I would love to see is the ability to process income items in Receipt Bank. It currently does not have that functionality. I have several clients that submit bank deposit detail, and it would be great if I could "publish" those to Quickbooks Online just like I do for bills/receipts.
Expense reporting is a great feature Receipt Bank has, but it's somewhat complicated to understand. We receive lots of questions from clients surrounding this process, so some better training or simplification would be great.

Likelihood to Recommend

For organizations that require in depth detail in their financials, meaning detailed records of every expense, Receipt Bank is a great option. Accounting firms that are preparing the books for their clients in a cloud atmosphere will most certainly appreciate the ease of use provided with Receipt Bank.

But for organizations that are small in number of employees, and maybe they all have company credit cards and no expense reports, Receipt Bank isn't necessary. It's still a "nice to have" software, but not required because these types of employees won't be keeping copies of receipts anyway.

Alicia Gates, CPA

Bookkeeper in Finance and Accounting at Two Roads (Accounting, 11-50 employees)

Vetted Review

2 years of experience

View profile

Streamline and save with Receipt Bank Practice Platform

Rating: 10 out of 10

Incentivized

February 2, 2018

Use Cases and Deployment Scope

Receipt Bank Practice Platform has been implemented to make managing multiple clients on Receipt Bank more efficient. It allows visibility across all clients proving insights and information vital to managing clients. It is used across the organisation by all team members. It provides key metrics for the team to effectively manage clients' usage of receipt bank. It allows them to identify where key data is missing and needs to be submitted by the clients. It allows the team leaders to review the bookkeeping progress and identify bottlenecks that will inhibit tasks being completed on time. It provides seamless communication to clients via the app so as not to add more emails to their inbox that may go unnoticed. It assists in our delivery of a paperless free bookkeeping service.

Pros

Key metrics on the submissions by clients and any delays. This allows for early identification where client may be struggling to get the information submitted to Receipt Bank, holding up the bookkeeping processing and ultimately delays in delivery of information to the clients.
Identifying unprocessed receipts sitting in the clients Receipt Bank file.. This assists in managing internal workflow and aiding team members who may find they need assistance in completing key tasks.
Identifying which clients are using Receipt Bank effectively and which clients need assistance. This can provide the opportunity to discuss with all clients what works well for them and what needs improvement by sharing some of the wins from other clients.
Providing managers the ability to review with ease the progress of Receipt Bank processing by client and by bookkeeper. This allows them to identify issues literally before they occur.

Cons

Receipt Bank Practice Platform has many great features. As they develop the platform I would like to see a rigorous review of all features so as not to add too many and overwhelm my team.
Having the flexibility to pick and choose from a suite of features and implement the ones that best suit my practice. A tailor made Receipt Bank Practice Platform. this would allow my practice to grow into the features rather than be overwhelmed by too many.

Likelihood to Recommend

Receipt Bank Practice Platform is well suited when you have a lot of clients on Receipt Bank. We had over 90% of all clients on Receipt Bank so it was a very useful tool. In the early stages of bringing on new clients to Receipt Bank, it may not be as effective. Once you get to 10+ I believe it becomes a game changer. Is all about managing the bookkeeping process internally and Practice Platform helps streamline this process.

Tim Hoopmann

Founder in Sales at Spinn Business Solutions (Management Consulting, 1-10 employees)

Vetted Review

3 years of experience

View profile

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Snap a pic and throw it away! Receipt Bank will take care of the rest.

Rating: 9 out of 10

Incentivized

February 24, 2018

Use Cases and Deployment Scope

Pros

Receipt Bank does a stellar job of extracting information from photos of receipts and bills. I'd say 95% of the time the information pulled is correct, so very rarely do I have to correct an amount or date.
One feature I really enjoy is not only the syncing with Quickbooks Online, but the fact that it also pushes the image to Quickbooks Online as an attachment! This means that for every expense/bill processed through Receipt Bank, an image of it is available inside of the transaction inside of Quickbooks Online. This makes researching a breeze.
Receipt Bank makes it very simple for users to add documents to the platform. Each company receives a dedicated Receipt Bank email address, which they can email to and upload documents, or users can use the phone apps (which are really easy to use), or they can upload documents from their computer. Training our clients to use it really can't be any easier!

Cons

One area that could really use some improvement is their training program for the people who manage the program (meaning those of us to who actually process the receipts and bills to an outside software). It's a whole separate website, it's somewhat difficult to follow, and it just doesn't flow well. The training for front end users (those submitting the bills/receipts) is not really in depth, either, but it is pretty intuitive. We've taken to writing up a 1 page instruction manual for our clients that qualifies as their "training".
A feature I would love to see is the ability to process income items in Receipt Bank. It currently does not have that functionality. I have several clients that submit bank deposit detail, and it would be great if I could "publish" those to Quickbooks Online just like I do for bills/receipts.
Expense reporting is a great feature Receipt Bank has, but it's somewhat complicated to understand. We receive lots of questions from clients surrounding this process, so some better training or simplification would be great.

Likelihood to Recommend

Alicia Gates, CPA

Bookkeeper in Finance and Accounting at Two Roads (Accounting, 11-50 employees)

Vetted Review

2 years of experience

View profile