Avis clients sur Dext Prepare

Note moyenne

  • Note globale
  • Facilité d'utilisation
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En savoir plus sur Dext Prepare

Dext, la solution pré-comptable qui simplifie la gestion de vos factures. Simple et sans papier !

En savoir plus sur Dext Prepare

87 avis affichés

Jacky W.
Manager
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 08/01/2021

"Receipt Bank makes accounts payables a breeze"

Avantages: Expense reports allow for multiple line items and attachments to each saving time with reconciliation
Approval tier for expense reports for compliance
Matching invoices/receipts to Quickbooks softare when transaction located makes it easy

Inconvénients: Does not download statements, e-transfer details, or cheque images from financial institution like Hubdocs

  • Source de l'avis 
  • Publié le 08/01/2021
Brooke H.
Owner
Marketing et publicité, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 03/09/2018

"Easy expense tracking for small business"

Avantages: I love how easy it is to use Receipt Bank! Simply taking a photo of my receipts has alleviated so much stress when it comes to month end and just the general brain space it takes to keep track of paper receipts.

Inconvénients: I honestly don't have any complaints about the software.

  • Source de l'avis 
  • Publié le 03/09/2018
Daniel C.
Business Development Manager
Santé, bien-être et fitness, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 21/10/2019

"Does exactly what is needed"

Commentaires: It has vastly saved time and effort determining my expenses meaning I can spend more time on real work.

Avantages: the software is very capable at image recognition and determining exactly what was charged. It also does a good job of archiving said expenses.

Inconvénients: I think there could be more done to notify the user of the expenses once they have been succesfully processed. I also think that it could do a better job when it comes to determining exchange rates for expenses. It would be great if they could find a way of linking the exchange rate used to the card that is paying, rather than guessing or using a value from another source.

  • Source de l'avis 
  • Publié le 21/10/2019
Andrea O.
Director of Corporate Services
Gestion d'organisme à but non lucratif, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 11/02/2021

"It keeps getting better"

Commentaires: really happy with the time savings.

Avantages: The company is really responsive to improving the product. Simplifies the Accounts Payable Process and saves a lot of time.

Inconvénients: sometimes AI picks up the wrong supplier and you need to be alert to this especially for autopublish suppliers.

  • Source de l'avis 
  • Publié le 11/02/2021
Sam J.
Director
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
    Sans note
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 05/12/2019

"Good software but could be cheaper for smaller practices"

Commentaires: My practice used to receive paperwork by various channels and we were always chasing clients. This has made it easier for the client to submit paperwork, though there is still definitely some chasing! Overall, a good product.

Avantages: This software has streamlined the ways clients supply paperwork to my practice. Clients are generally happy with using it and it is very intuitive.

Inconvénients: The pricing structure doesn't differentiate between different sizes of practice except for single users so the savings scale massively for larger companies.
Clients can be confused about submitting multiple invoices by email.
Doesn't split across classes/departments in basic product

  • Source de l'avis 
  • Publié le 05/12/2019
Boyd T.
Founder
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 24/07/2018

"I use this to input all of my receipts for my business."

Commentaires: Ease of inputting receipts into accounting software.

Avantages: I can auto-forward bills and invoices I receive via email to Receipt Bank, the ones which are consistent, I can even auto-publish to my accounting software (XERO)

Inconvénients: I'm in Canada and have a few bills I pay in US funds. Occasionally a receipt will spontaneously switch currencies for no apparent reason.

  • Source de l'avis 
  • Publié le 24/07/2018
Joby I.
CEO
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 30/04/2018

"Finally accounts are paperless"

Avantages: This app saves so much time and messing about with recipes and invoices when you are doing accounts. It is very easy to use with the iPhone app, online and via email. Whenever I buy something I can just take a photo of the receipt in the app upload it and forget about it. I can also email receipts for online purchases directly to my receipt bank account.
The system then picks out all the information and passes to my accounts software (Xero) I don't have to worry about loosing receipts or searching for emailed invoices. It saves me loads of time and avoid boxes of receipts at the end of the year.

Inconvénients: I don't really have any downsides to this product does what it says on the tin easy to use and reliable.

  • Source de l'avis 
  • Publié le 30/04/2018
Utilisateur vérifié
Creative Director - Video Production
Production audiovisuelle, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Source : GetApp
  • Publié le 16/03/2018

"Saves me so much time and keeps me on top of my bookkeeping"

Avantages: Fast, efficient, and I am always on top of my bookkeeping.
I scan receipts with the iOS Dropbox app and place them in a shared folder. The next day my receipts have been data-mined, and are ready for me to double check before pushing them to my FreeAgent account.
This process shaves hours off my monthly bookkeeping.

Inconvénients: Occasionally there is a small error in the data mining, usually due to a receipt displaying information in an unusual place or style.

  • Source de l'avis 
  • Source : GetApp
  • Publié le 16/03/2018
Alex T.
Accounts Assistant
Comptabilité, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 05/02/2021

"Receipt Bank Review"

Commentaires: Very pleasant. Easy, fast, reasonably priced, nice to look at and use.

Avantages: I use this daily. Ease of use is key here to minimise any further hassle from bookkeeping. RB is super easy to use, very quick to upload documents via the app or the desktop.

Inconvénients: Possibly the rate of machine learning. I have used RB for the same customers sales invoices for over two years now, and the same mistakes are frequently made by RB's extraction. These are daily mistakes, possibly every other day. Customer Name is a very common one.

  • Source de l'avis 
  • Publié le 05/02/2021
Utilisateur vérifié
Practice Manager
Comptabilité
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 13/03/2018

"Useful app that makes bookkeeping much more efficient"

Avantages: This software makes bookkeeping very easy, even when on the go. The mobile app is perfect for tradespeople and those on the road.
The dashboard feature is particularly useful to us a bookkeeping business as we can monitor that activity level of our clients as well as ensuring the correct uploading of their documents.

Inconvénients: We have found ourselves paying over the odds for this software on behalf of clients whose business sees peaks and troughs in terms of activity and so some months can be charged at a higher rate because they reflect the previous month's activity, despite little to know uploads taking place in the month following. We would much prefer to pay for the software on a credit system whereby we pay for what we use.

  • Source de l'avis 
  • Publié le 13/03/2018
Dickson M.
accounting assistant
Enseignement supérieur, 1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 12/02/2020

"Receipt Bank review"

Commentaires: the ability to upload your bills, receipts, invoices and bank statements from your phone makes it easy to work even out of office. This can be integrated into your accounting software that you use seamlesly without any hussles.

Avantages: you can use it for free and very easy to use when extracting data that you require and it is a very good fit small businesses and you can do your work at home on your fone, laptop through your email and integrate when you are at work

Inconvénients: It may be costly in the long run if amount of transactions increases with the growing of the business as the cost is related to amount of transactions that you undertake

  • Source de l'avis 
  • Publié le 12/02/2020
Shan L.
Senior Accountant
Comptabilité, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 29/09/2020

"A must-have product for your book management"

Commentaires: Receipt bank is a great tool for business owners and accountants. It archives the supports on the cloud. Therefore, when it comes to an audit, the support could be easily pulled.

Avantages: Receipt Bank is easy to track bills and receipts and useful to publish into accounting software. Also, Receipt Bank could assign different roles among users, which saves time for review and approval of reimbursable expenses. Last but not least, it keeps adding features like bank statement fetch, which creates efficiency for bank reconciliation.

Inconvénients: If bills or receipts are denominated in foreign currency, the exchange rate used by Receipt Bank is different from that by Accounting Software. To have a consistent rate across the book, we have to manually refresh the bill date to have a consistent exchange rate.

  • Source de l'avis 
  • Publié le 29/09/2020
Joel N.
Data Analyst
Services et technologies de l'information, 501-1 000 employés
Temps d'utilisation du produit: Essai gratuit
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 06/06/2019

"Accounting Made Simple with Receipt Bank"

Commentaires: The experience so far has been pleasant. Paperwork can be really daunting especially at the end of the month when you have to account for all the business transactions and present accounting and financial report on time. This software basically saves you the trouble by making things simpler and saving you a great deal of time.

Avantages: All you have to do is take a photo of receipts and bills, make use of the drag and drop feature and get them into an accounting system for easy and quick reference. It saves you a good deal of time in accounting. With the OCR feature, you can easily get both the debit and credit card identified when receipts submitted show they have been used for payment. Moreover, you can find out the exact bank account for the debit/credit card used to ensure there's no error when making payment or tracking transactions. Receipt Bank simplifies bookkeeping in that you can be out and about and still be able to get things into the system without any constraint. This is actually possible thanks to the mobile app that lets you work as normal even when you are on the go. User-friendly and easy-to-navigate interface. The dashboard also simplifies bookkeeping and lets you gauge or track your customer's activity level from time to time. It captures accurate info. Just snap a photo and relax. The rest will be handled by the tool.

Inconvénients: Data mining may exhibit a bit of issues sometimes. So it should definitely be checked.

  • Source de l'avis 
  • Publié le 06/06/2019
Audrey M.
Owner
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 28/07/2021

"I use Dext Prepare multiple time a day for various businesses"

Commentaires: Overall I think it is a good program and helps streamline daily activities.

Avantages: Easy setup and integration with QuickBooks Online. Clients find it quick and easy to use, which is a must to get everything done in a timely manner.

Inconvénients: I find the monthly tiered subscription pricing to be a bit expensive.

  • Source de l'avis 
  • Publié le 28/07/2021
Utilisateur vérifié
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Source : GetApp
  • Publié le 15/08/2018

"Forget the rest Receipt Bank is the best! Save time and gather more data!"

Avantages: I have been using Receipt Bank alongside Xero for at least 5 years now and I have tried the alternatives but for me RB is the best! It is easy, accurate and intelligent. Its super simple app alongside the emailing in, drag & drop, dropbox link etc makes adding receipts and bills easy so you are more likely to capture more items. The OCR works well and learns (it is however worth keeping an aye on things as sometimes it can go awry!). The supplier rules work well, it has a great user interface and is simple to navigate. I know that they do line by line splits on some supplier invoices and I would like to see that get more accessible. Overall Receipt Bank saves so much time and I think that they are still developing more and more features. I have had clients that hate it and there are a few nuances that you should pay attention to at the start but once you have it works brilliantly!! I have tried Datamolino, Autoentry and Xero direct for the day to day receipts & invoices but have always come back to Receipt Bank.
Customer support has always been good, friendly and relatively speedy. I use Receipt Bank with all my clients - we insist upon it!

Inconvénients: I would probably say the thing that comes up over again is the price (I argue that rather pay them that than me for data entry!) but maybe if there was a lower starting price? I would love to see a Bill to client button and the option to break an invoice into lines as a standard option.

  • Source de l'avis 
  • Source : GetApp
  • Publié le 15/08/2018
Guadalupe G.
Owner
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 12/10/2020

"Receipt Bank"

Commentaires: Good Experience, It is very easy to use and to connect to the accounting system of your choice.

Avantages: sync with my software, wholesale pricing. Great system to be organized and save all receipts to maximize deductions.

Inconvénients: hard to contact customer service, when I have questions is hard to get in touch with them because they are located outside of the US.

  • Source de l'avis 
  • Publié le 12/10/2020
Lindsey H.
Controller
Comptabilité, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 05/01/2021

"Receipt Bank"

Avantages: ease of publishing receipts to accounting software

Inconvénients: price is somewhat expensive for a yearly membership

  • Source de l'avis 
  • Publié le 05/01/2021
Graham L.
Managing Director
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 17/04/2018

"Overall superb"

Avantages: The accuracy really is superb! It is amazingly how accurately it gets the information required from what is often messy, crumpled or poor quality receipts

Inconvénients: The main criticism is that I need a totally separate account per business. Would be better to handle multiples from one login. Also seems bonkers to have to pay extra for more users, has no bearing on the required server time or functionality's...eg zero benefits to just sharing a login .so to charge for it seems wrong. Lastly, the GUI could be modernized slightly

  • Source de l'avis 
  • Publié le 17/04/2018
Kimberly P.
Accountant
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 25/08/2020

"Fantastic. Extreme time saver! Easy integration with Quickbooks"

Commentaires: I have several clients that I have signed up to use Receipt Bank and they are all satisfied. Customer service is better than their competitors! I look like a hero to my clients that now use Receipt Bank!

Avantages: I recommend to my accounting clients as a quick way to get their expenses recorded. Take a picture of the receipt with your phone and auto publish straight into Quickbooks. Game changer for small businesses that still use the shoe box method! It is a very easy integration with Quickbooks online! Very cost efficient for small businesses.

Inconvénients: May not be the best choice for larger businesses with multi level approval of expense reports. I have not signed up a larger client so it may be fine, but I do not think it has this feature.

  • Source de l'avis 
  • Publié le 25/08/2020
Audrey M.
Owner/operator
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 14/01/2021

"Great way to collect documents from clients on the go or in remote locations"

Commentaires: So far I really like the program, it's improved a lot since I first started using the program. The surprise feature/pricing structure change was not pleasant, working with another accounting firm I know they felt the same.

Avantages: I love that my clients can use their phones to send me documents. During audits and reviews it's easy to download excel spreadsheets with links to corresponding document images. It syncs with QuickBooks Online which is a definite must.

Inconvénients: The program has a hard time with tax codes, especially custom tax codes used for Charities, NPO's, and Meal/entertainment codes. The document fetching and statement fetching is lacking, the only thing it has been able to fetch (for all my and my clients businesses) is one Rogers account and my Receipt Bank invoice.

  • Source de l'avis 
  • Publié le 14/01/2021
Mark S.
Director
Comptabilité, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    4/10
  • Source de l'avis 
  • Publié le 22/04/2021

"DEXT"

Commentaires: Besides the extreme inconsistency with their pricing model, the products works and provides for time savings

Avantages: Dext is a great software to eliminate the need for keystrokes to enter data into accounting software.

Inconvénients: The system can often be a bit temperamental and extract the incorrect information from the source document.

  • Source de l'avis 
  • Publié le 22/04/2021
Sam S.
Director
Compagnies aériennes/Aéronautique, 11-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Publié le 22/04/2020

"Waste of Money"

Commentaires: Ended up wasting more time then it was worth. Not cheap either.

Avantages: Photo recognition is very accurate and customer service is helpful and existant.

Inconvénients: Where do i start. The system is very clunky, looks great from the outside but there are better solutions out there especially for the price. Upload a reciept and approve it. Then wait 24 hours for it to enter your accounting software. Nightmare when your trying to reconcile. Doesnt link with QB Projects so have to go into each reciept in QB and add project. This defeats the whole purpose of the app. Oh and you have to wait for it to push to QB.

  • Source de l'avis 
  • Publié le 22/04/2020
Theresa G.
Program manager
Gestion d'organisme à but non lucratif, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 09/07/2021

"Paperless makes everything better"

Commentaires: Overall, this product has brought our company leaps forward in technology. No more power invoices and receipts and the best thing is it can be done from anywhere!

Avantages: We moved to Dext Prepare from a manual
System of printing invoices and submitting them. Now with Dext, everything is done online and it’s easier for accounting and employees alike.

Inconvénients: For employees, some of the features are confusing. There are submit buttons and archive buttons that make it look like you should push them but really you don’t need to and it messes up the accountant if you do. As long as everyone knows this, it isn’t an issue but education is key.

  • Source de l'avis 
  • Publié le 09/07/2021
Elliott N.
Systems Manager
Hôtellerie, 11-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 18/01/2021

"Everything we need at the right price"

Avantages: Very easy to use. The interface is clear and user-friendly. The lack of mandatory expense reports is a big plus in my view. When we used Expensify we had various issues dealing with expense reports. They aren't really necessary for our process, so eliminating them saves time. Also, now an issue with one transaction won't hold up the rest of the report. The OCR is very accurate compared to our previous software (Expensify and Veryfi), and did seem to learn how to read different vendors' invoices when I had to make some corrections (e.g. pulling invoice date instead of order date). Customer support was responsive and had a great attitude. Pricing is transparent and inexpensive compared to some competitors. Works well for both employee expenses and general accounts payable.

Inconvénients: OCR processing time is slower than we would like. Items can be processed manually when needed, however. Multiple approval flows would help manage expenses by department. Doesn't integrate correctly with our bank. This seems to be an issue with our bank and the third-party integration software, but still.

  • Source de l'avis 
  • Publié le 18/01/2021
Brett G.
Owner
Temps d'utilisation du produit: plus d'un an
  • Note globale
  • Facilité d'utilisation
  • Fonctionnalités
  • Support client
  • Rapport qualité-prix
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 26/07/2018

"Smart Solution to manual bookkeeping entry"

Commentaires: Time. This saves time . It also provides peace of mind.

Avantages: The AI behind this software is smart and adaptive. The OCR recognition can identify the debit/credit card used on a submitted receipt and match that receipt payment to the specific bank account in your accounting software so you can avoid sending payments to the wrong account. For accounting firms, the bundled pricing is a great value to share with your clients. It does not just push the data to your accounting software, but will search your transactions in the software to try to find matches and will sync up the payments with ease.

Inconvénients: While they are doing good with the fetch option for online invoices (they can pull the statements and invoices from online billers, such as cell phone or internet), they do not have the capability, currently, to pull bank statements. Add this feature and we have an unmatched solution to this expense capture sector in my opinion.

  • Source de l'avis 
  • Publié le 26/07/2018