Dext

Avantages

My company started using this to keep us in compliance - and keep our accountant happy.
IT IS AWESOME! There are so many ways to upload receipts - it makes this extra step in our work day so much easier. You can scan and upload the receipt via their website. You can send it to a personalized email address to upload the receipt, you can use their app... it is fantastic. And our accountant is super happy with the results!

Inconvénients

I can honestly say there isn't anything bad about this program. It stinks we have to take the extra time to be more diligent about our receipts, but the program really helps ease that hassle.

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.

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

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.

Avantages

Dext has a potentially daunting array of choice at first setup, the beauty is you can just leave sit what you do not need until you need it. Our staff used the software with ease and were able to confirm 90% of the time, to the required use of the software making it less time consuming to chase receipts. It is simple to use and allows multiple levels of authorisation. Scales slightly to cost for small business. They do offer discounts to NFP/RC organisations. Compliant with ATO tax reporting requirements. Fully customisable categories table.

Inconvénients

Technical support were good, but not great, often the replies were cryptic or were minimalist, often resulting in confusion from them or us. Not a solution once you go over the affordable tier of 80 employees, there are then much better solutions out there. Some limitations in the software framework, but nothing crippling. No training option for staff, assumed you will do that.

Avantages

It works exactly as advertised & is user-friendly enough that setup is simple & intuitive. There is a wide array of features on this platform, but everything is labeled & explained well, so while there is introductory training & ongoing self-support material, you often don't need it once you get going because the platform largely guides you toward whatever it is you want to do (which makes training new staff fairly easy).

Inconvénients

The integrations can occasionally be a bit wonky--less so the accounting software integrations than vendors & bank accounts. I've had a few issues with bank accounts coming regularly decoupled, or with vendor accounts not connecting despite the credentials being validated. The lists for each integration option are also limited, so if you're using a smaller community bank or an industry-specific vendor, you may just be out of luck.

Avantages

This software is amazing. We are a wholesaler with loads of monthly invoices from suppliers and out to customers. Dext strips all the information out in seconds, is so accurate and then can get seamlessly transferred to Sage. Considering the time this software saves us, the price is brilliant too. I already recommend this software to anyone I think would benefit.

Inconvénients

No downsides. This software literally does everything I need it for.

Avantages

Great automated solution for keeping track of expenses
- It integrates with our bookkeeping system Quickbooks.
- It automates the data entry tasks
- Easy to use
- Good price point

Inconvénients

It didn't integrate with all accounting systems, so I did have to switch to Quickbooks in order to use Dext as my old system was not compatible

Avantages

Some really good features like entity health check

Inconvénients

sometimes figures do not populate correctly from accounting software

Avantages

Simplicity of recording invoices which is excellent for ease of yearly accounting when you are too busy for filing

Inconvénients

Nothing as its a seamless product you can use on your phone, just take a picture of your receipt and send

Avantages

It assists in tying receipts for multiple employees to transactions.

Inconvénients

Can be time consuming to review missing receipts.

Avantages

This will be an incredible asset for us to keep on top of our bookkeeping. It’s very easy to use and review the bills that we input. I feel like this will make us very organized and ease the life of our bookkeeper and accountant as a result.

Inconvénients

No issues to really speak of so far. I guess our one issue is that Dext uses an authentication service to link our bank account but it doesn’t seem to work for our specific bank (BMO).

Alternatives envisagées 

Xero

Avantages

Good concept. Relatively easy to use. Ability to have teams is helpful.

Inconvénients

Customer service is terrible and the businesses practices are appalling. Tried to cancel my subscription. I was told I didn't give 30 days notice so I was on the hook for another year. I've been paying $276 a month for a year and never used it. I received three email confirmations of my cancellation date. Low and behold, a payment was taken on the cancellation date. They make it near impossible to cancel. Terrible business practices.

Avantages

Unfortunately, my experience with canceling my Dext subscription has over shadowed any good feelings that I had about this company and program. The owner of the subscription should have full control of canceling the membership.

Inconvénients

Canceling your subscription with Dext is nearly impossible. You can't cancel from your own account login. You have to reach out to your account manager and make an appointment. Appointment times are 3 weeks out. Once you do talk to them, you discover that there is a 30 day notice policy to cancel which is also not posted on your account. There are not pro-rated refunds of subscription fees. In my opinion this is very unprofessional on their part. I should have a way to cancel my subscription from my end.

Avantages

The process is the strongest aspect of Dext. The process is as followed, if DEXT is unable to retrieve all the data it marks it for review. Dext also has features like auto publishing, supplier rules and bank feed as well e-invoicing. With auto publishing you can have documents/invoices automatically published to Xero and ready for reconciliation. Supplier rules also help with have the invoices automatically allocated to the correct supplier. Dext can also connect directly to your supplier they are bringing on a lot of support which can be beneficial to a lot of practices to streamline and increased their performance. Have bank fetch can also help with company tax returns and not having to contact your client to get bank statements all the time as you will have access to this in Dext. Dext have 3 different products: Prepare Commerce and precision. We are currently using DEXT prepare.

Inconvénients

The pricing is a big factor. Also, for the price DEXT should offer more, currently they have split their product into 3 categories, DEXT precision features should be a part of their prepare features. Recently they also increased their pricing significantly. Their only advantage is that there is no software at its calibre. I would say another factor is ensuring your client use Dext as some from the older generations can struggle.

Avantages

I liked the app and the documentation pages they have in support of new users where they show step by step how to use it

Inconvénients

Sometimes despite the support documentation the use of the app and the process itself is not very straightforward

Avantages

Invoicing can be easily transmitted to bookkeeping software so you don’t miss any transaction for tax purposes

Inconvénients

Not ideal for those with less revenue or less transactions, however useful for those which have greater volume of transaction

Avantages

Dext Prepare is easy to setup and use whether you're a small business or an accountant looking to help your clients keep up with all those paper receipts and emails for sales and costs. They also have expense report features

Inconvénients

Dext Prepare is somewhat on the expensive side for the subscription prices they charge.

Avantages

Online and Mobile App are very easy to navigate and use. The training resources that are included are excellent. Dext saves my business a lot of time by setting up automatic rules for suppliers, bank accounts, etc. to directly integrate into our accounting system.

Inconvénients

I don't have any negative comments for Dext Prepare.

Avantages

I used Dext years ago when it was Receipt Bank and thought I’d look into it now for my company. It’s definitely not the same company anymore

Inconvénients

They just want to make a sale and don’t care about the experience at all.

Avantages

Ease of use and accuracy of pictures of receipts

Inconvénients

Accuracy and can use on the go whilst on application

Avantages

The software automatically reads invoices and extracts the key data to be imported into your accounting or ERP system. This saves us countless hours of manual data entry and ensures consistent entries

Inconvénients

Nothing negative to say at this stage, the software is incredible and the people we have interacted with are all knowledgeable and helpful

Avantages

In short as a small business owner Dext saves me the most precious commodity it can, my time. It allows myself and my team to take a simple picture of a receipt or uplad an invoice and the data is extracted and pushed across to my Xero accounting system. Works very well indeed including multiple currencies

Inconvénients

Like any OCR extraction it is not perfect but what I would like to see is better notifications of failures for duplication etc, I would like unsuccessful uploads to be easier to identify and resolve

Avantages

I love Dext and have used it for 7 plus years. It allows me and my clients to track all their expenses easily and worry free.

Inconvénients

The cost is expensive as I dont have a lot of clients but I will pay because I like it so much

Alternatives envisagées 

QuickBooks Online

Pourquoi passer à Dext

Much more functional and way better at coding appropriately.

Avantages

Facilita bastante el trabajo diario. Muy fácil de utilizar y muy simple.

Inconvénients

Puede ser un poco complicado de configurar al principio, pero al final merece la pena.

Avantages

I feel so disheartened by Dext & Google Play! They offered me a discount (without refunding my original purchase), yet they didn’t offer to only charge the difference between what I’d already paid and the next subscription level. WHY???

Inconvénients

I mistakenly subscribed to Dext’s “Business Plan” through the Dext app. I couldn’t figure out why it didn’t function like it was supposed to. Once I figured out that it was called “Business” and not “Business Plus” I realized I must have subscribed to something different…I didn’t know they offered anything different from their website.
I contacted Dext right away and told them I want to upgrade (or refund to upgrade on my own). They told me Google Play can refund this. I communicated with Google Play. They said, “We can’t do this, only the app developer can. I asked, “How do I communicate with the app developer?” They gave me the same email address that I previously used to communicate with Dext. I went back and forth many times (over the course of a month) communicating with Google Play and Dext; both telling me the other can help me.
In the end, Dext offered to cancel my current subscription (but I wouldn’t get a refund) and then they’d give me 20% off a new subscription. Dext is EXPENSIVE and now I have to pay double, when I asked to be upgraded (or refunded) right after I bought it. WHO is lying to me? In the end, Dext simply closed the case on me instead of offering me the upgraded subscription for the price difference. UNBELIEVABLE!

Dext told me that I hadn’t heard of this lower level subscription because they got rid of it as it wasn’t popular, but that Google Play kept it.

Avantages

I love that it easily flows into QBO and you can choose your method of payment. Also that it’s recognizes the accounts

Inconvénients

Customer service is not their top priority. You can’t reach a customer service if needed one

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.

Alternatives envisagées 

Rydoo

Pourquoi choisir Dext 

Expensify sent out an unsolicited political email to all users, which we found unacceptable. Fortunately, this led us to find an alternative with better pricing and ease of use. We were also able to consolidate our employee expenses and general invoice entry in one software.

Logiciel antérieur 

Expensify

Pourquoi passer à Dext

Pricing was transparent and inexpensive. We were able to easily sign up for a trial to confirm Receipt Bank met our needs.

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.

Avantages

What I liked most about this software was it was able to import receipts

Inconvénients

What I liked least about this software were the customer service and the price.

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.

Avantages

The data extraction worked great and the ability to also automatically mark payments to bills is also a timesaver. The ability to post multicurrency bills is a great feature.

Inconvénients

It took quite a while to have everything set up, sometimes the data extraction did not work for an unknown reason. Does not work for extracting data from bank statements.

Avantages

Its easy to use for the most part. as usual with most software support is non existent so if you are not a technical person it might not be for you- like most online products online their FAQ section will not answer any question you have. also they really do not want you to contact support so its difficult
Its a great idea and works with QuickBooks once you can figure out how to set it up. its not intuitive at all

Inconvénients

while difficult to figure out with zero installation support it is a great idea and on its basis and awesome product- its price compared to others, but probably worth it. that being said if you have a problem with it- you are out of luck- you can try and contact support but that's a joke. they of course want an email. ive had a problem with their fetch service, which is another great idea- it will give you an error saying you are using the wrong credentials even though you can sign on the site with no problem using the same credentials. what you will get back will be endless emails with can responses using the very faq pages which are useless. they do not even log your complaint so each time their solution doesn't work you have to re explain again. even if you send the prior email in the body. they are clearly not equipped to support issues with their own software
I will tell you its a nice product and if you are technical and can figure out how to set it up you will be good. but if there is an issue with a feature forget it

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.

Avantages

Dext, although higher price, is our preferred purchase invoice data capture system. Its more powerful, so if the client is of a certain size then it is worth the extra outlay to save time

Inconvénients

As long as you know what it is capable of, its hard to fault

Avantages

I like the integration with QBO, the supplier rules feature, and the expense report functionality.

Inconvénients

I wish i could organize the files in a different way (similar to a file folder)
I don't like the pricing scheme

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.

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

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.

Avantages

Receipt Bank promised a lot and delivered extremely poor service. It simply did not do what it said it would do.

Inconvénients

It combines multiple receipts into one entry, entirely in error.
It fails to recognise the currency of the receipt.
It mis-reads the receipts - inputting incorrect numbers and names.
It corrupts easily, locking a lot of entries inside the app but unable to generate a spreadsheet. There is no way to extract the data from the corrupted app, so you have no choice but to enter all the data again or create your own spreadsheet and enter it there.

In all Receipt Bank was a complete waste of money and an enormous waste of my time.
I strongly recommend anyone against buying Receipt Bank. It is easier to create an excel document of your own which you can run on your phone. If you want to you can add in drop-down menus to make data entry quick and easy. That is much easier than trying to mess around with the grossly faulty Receipt Bank app.

Avantages

The app is so intuitive and easy to use. It makes batch inputs a breeze.

Inconvénients

It would be useful to be able to search through invoices with specific words... such as avocado -to see which invoices had avocados on them. Currently, I can only search by supplier.

Avantages

I like that you don't need to keep your physical receipts, you simply take a photo of the receipt and upload it. Then you can categorize your expense from the software.

Inconvénients

Sometimes it doesn't autopopulate the amount and taxes properly like some other software like Receipt Bank. I also think the interface is not as nice as Receipt Bank.

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.

Avantages

My accountant set this up and intergrates directly with Xero my accountancy software that they help me to use and manage.

Easy way to capture receipts when out and about by taking a photo and using the mobile app to submit it or alternatively for email receipts and invoices I can forward it to a special email address to do the same.

Inconvénients

The invoice fetch feature by automatically logging into certain services, shops etc to get invoices and add them as expenses for you is very hit and miss, especially when some of the sites or services I use 2FA auth codes and it never really works with them.

Asking support for advice they are never really able to help solve this problem for me.

Avantages

Absolutely love the way it can OCR, use rules I set up, and then export the data to QBO

Inconvénients

Handling of taxes... while it reads the tax amount, we in BC have a challenge with it seperating our PST and GST amounts. (But the promise a fix is coming).

Avantages

Dext ensures all of our invoices are connected to Quickbooks so we can keep track, and pay bills on time.
It is a pretty easy software to use with help instructions if needed.

Inconvénients

Sometimes Dext has trouble finding amounts on uploaded invoices or categorizing the expense. However, this can all easily be entered manually.

Avantages

Its a single location to store invoices and track expenses outside of the accounting software.

Inconvénients

Importing expenses into quick books often times creates a new vendor. I then need to go in QBO and move it to the vendor.

Avantages

NONE - Receipt Bank allowed fraudulent fishing invoices to be included as verified invoices on my account.

Inconvénients

ReceiptBank allowed fraudulent invoices to be sent to my inbox and refused to acknowledge this as a security breach. There solution was for our company to change our e-mails.
The source of the invoice which appeared in my payment list was a fishing scam. ReceiptBank refused to make any security improvements on the platform. Avoid this platform at all costs as it is not secure and the company don't care.

Avantages

A great tool to keep all invoices in one place, I hardly imagine how I could work if that soft would be not available for me.

Inconvénients

The tool itself sometimes has issues reading excel files.

Avantages

This is a must have application as it just cuts down so much admin. Supplier rules and giving employees their own logins to do expense reports makes it so easy to implement and get running.

Inconvénients

System has some things missing such as multiple accounts with the same email. There is also the issue of no multilevel authorisation processes.