Dext Prepare Optimize is our advanced Accounting and Bookkeeping platform. It provides high-level insights into performance of your Client Base and Practice and dedicated communication tools to interact directly with your clients.
If you’re interested in becoming a Dext Partner, click this link and book a demo with us.
Multiple Dext Prepare Client Accounts, seen on a Dext Prepare Optimize Client View Dashboard.
By subscribing to Dext Prepare Optimize, you get access to:
- Your own Dext Prepare Partner Account
- Client Accounts, that you create and customize for each of your clients’ businesses
- A Client View dashboard, which provides detailed metrics about each of your clients’ submission patterns
- A Practice View dashboard, which provides detailed metrics about the performance of your practice as a whole
- Targeted Communication; tools which allow for seamless messaging between you and your client base from within the Dext Prepare Web and Mobile apps
- Integrations, which seamlessly sync data between Dext Prepare and;
- Xero
- QuickBooks Online
- Sage Business Cloud Accounting
- MYOB AccountRight
- MYOB Essentials
- KashFlow
- FreeAgent
- IrisOpenBooks
- Twinfield
- Additional Publishing Locations for all integrations
- Auto-publishing to integrated accounting softwares
- Dext Prepare Data Extraction and OCR technology, which automatically reads and extracts written information from paper and digital documents
- The ability to Boost processing documentation and speed up the rate of document upload
- Line Items on all submitted paperwork
- Smart Split rules that automatically split new paperwork into pre-built line items
- Supplier rules that automatically add context to supplier-specific paperwork
- Additional fields on submitted items to describe;
- Customer
- Suppliers
- Projects
- Payment Methods
- Invoice Fetch, an automated way to collect invoices and bills from supplier websites.
- The Dext Prepare Submission Methods, which allow any Dext Prepare user to submit their financial paperwork using;
- Reports that detail payments in your Bank Feed that don’t have corresponding paperwork
- Expense management for any employee in your, or your clients’ businesses
- Purchase Order Match, allows you to identify and match Costs items with an existing purchase order in Xero or QuickBooks Online.
- A space to manage the financial documentation for your own business
- Total control over what each user can access, see and do on Dext Prepare
- Total control and visibility of submitted paperwork and how it’s coded and described
- Control over Client Account preset settings, and the ability to set new defaults for all new Client Accounts
- Individual logins for each employee in your practice
- Individual logins for each employee in your clients’ businesses