Dext 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.

Reviews

14 Reviews

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 (1-10 employees)

Vetted Review

Reseller

10 years of experience

View profile

Great bit of software to support any size business

Rating: 10 out of 10

Incentivized

January 15, 2025

Use Cases and Deployment Scope

After years of lost receipts and missing petty cash records, Dext Prepare (with Receipt Bank) has solved the issue simply and quickly.
Each of our managers has an account that allows them easy access to upload receipts and invoices that could otherwise be lost on their travels to the main office, as we run busy bars shops and finance/accounts are not onsite.

Pros

Very easy to download the app
Easy to upload one or multiple receipts
Assigns the uploaded documents to the right account
Picks up on duplicated documents accurately to avoid double payments by mistake

Likelihood to Recommend

I would say that any company that has more than one site, with their finance function onsite would benefit from this app. The ease of uploading documents as and when you get them so that they are not forgotten or lots is great.
It works well for bars and restaurants where paper can get misplaced.
I can see it working well for builders or tradesman who have a lot of receipts to keep track of for their self assessment

Verified User

Manager in Human Resources (11-50 employees)

Vetted Review

4 years of experience

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 (1-10 employees)

Vetted Review

3 years of experience

Where AI works well

Rating: 10 out of 10

January 3, 2025

Use Cases and Deployment Scope

Dext reliably scans and extracts all necessary info from our bills and moves them to Xero without issue. The amount of time we save EVERY DAY is enormous. You need to ensure your settings are done well to make it work the most reliably, but once you are set, you are gold!

Pros

Extracts bill details
Recognizes duplicate bills and lets you review and choose what you want to do with them
Transfers data to Xero quickly and without error

Cons

email documents do not always arrive in Dext. Sometimes i have to print and upload them.
credits, unless they are obvious can appear as charges
I would love to be able to pull the purchase order number into the transfer to Xero. An option to decide what I want to bring into Xero would be BRILLIANT!

Likelihood to Recommend

High volumes of bills process extraordinarily well!! I love to be able to send one PDF with 10 or 12 bills and it extracts each one.

Weird and one off stuff doesn't always work out too well, but can be dealt with on an case by case basis. Most weird stuff gets highlighted, yay!

Donna Giese

Bookkeeper in Finance and Accounting at Collectors Auto Supply (1-10 employees)

Vetted Review

15 years of experience

Receipt Bank is awesome! If your will to pay the price

Rating: 8 out of 10

Incentivized

July 24, 2022

Use Cases and Deployment Scope

My field of work, hospitality, comes with a lot of bookkeeping due to a large number of suppliers and transactions. Keeping track can be a nightmare. Paper receipts and invoices everywhere and mindless data entry. Receipt Bank eliminates the two most annoying parts. Saved digitally and little to no data entry!

Pros

Pulls data from photos of text
Error recognition
Data access and manipulation
Easy to use

Cons

To expensive
Integration

Likelihood to Recommend

Receipt Bank is perfect for bookkeeping for business with a large volume of paper invoices and receipts. You can snap a pic and discard all hard copies. The fact that RB does all the hard work for you is magic! This app made the bookkeeping side of running my business a breeze. I think RB is less appropriate for businesses that have a low volume of receipts and invoices to manage.

Verified User

Director (11-50 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 (1-10 employees)

Vetted Review

2 years of experience

View profile

Avoid.

Rating: 1 out of 10

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 (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 (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 (1-10 employees)

Vetted Review

5 years of experience

Receipt Bank - Receipts made easy

Rating: 10 out of 10

Incentivized

March 13, 2020

Use Cases and Deployment Scope

Receipt Bank is used across the organisation. Empoyees simply photograph any purchase receipts and forward them via their phone. Receipt Bank transcribes the data and has it ready for approval and transfer to our accounting software. In addition to the manual uploading of receipts and invoices the program also automatically ingests information form some of our suppliers - negating any work on our behalf except checking the detail during reconciliations.

Pros

Ingest data automatically.
Transfer information to accounting platform.
Stores receipts in the cloud for later retrieval.

Cons

The auto pull capability could be expanded to more suppliers.

Likelihood to Recommend

Receipt Bank simply takes the hard work out of getting information into the accounting platform. It doesn't take much to learn and when you think you have broken it the help desk support is outstanding. There are a couple of known glitches that require data to be re-entered in certain circumstances (related to input mistakes by humans). The ability to reverse these as opposed to delete and re-enter is the only improvement I can think of. If my employees and I were more competent at entering the data this would not be an issue either.

Craig Jolly

Director in Professional Services at Imagine Homes (1-10 employees)

Vetted Review

1 year of experience

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A good add on product to QBO for accounting firms

Rating: 8 out of 10

Incentivized

May 19, 2022

Use Cases and Deployment Scope

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

Russell Barnett, EA, CTS

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

Vetted Review

2 years of experience

View profile