{"securityAudit":null,"logoUrl":"/logos/dext.png","id":"dext","slug":"dext","name":"Dext Prepare","summary":"Clients snap receipts and bills; AI reads and sorts them and sends them to QuickBooks or Xero.","type":"paid","hasFreePlan":false,"license":null,"trust":{"status":"verified","reasons":[]},"pricing":{"model":"usage","basePrice":177,"perSeat":null,"perLocation":null,"estHostingMonthly":null,"label":"From $177/mo + usage"},"setupEffort":"low","setupLevel":null,"aiMaturity":"ga","worksWith":[{"id":"quickbooks-online","name":"QuickBooks Online"},{"id":"shopify","name":"Shopify"},{"id":"xero","name":"Xero"}],"problemIds":["accounting-1","accounting-3"],"rating":null,"securityAudits":[],"url":"https://dext.com/us","aiCapabilities":"Intelligent document extraction and categorization, AI document detection, smart suggestions/auto-categorization, duplicate detection, line-item extraction; Dext AI Assist (core guidance; custom guidance $7/client add-on).","byoAiKey":false,"priceNotes":"Essentials from $17.70 per client/mo (annual plan billed monthly) with a 10-client minimum, so about $177/mo. 14-day free trial.","pricingSourceUrl":"https://dext.com/us/partner/pricing","priceCheckedAt":"2026-11-05","complianceFlags":[],"affiliate":false,"oss":null,"trustChecks":[{"key":"admin_verified","label":"Admin-verified listing","pass":true,"note":"Reviewed by the Catervas team: links and prices checked Nov 5, 2026","checkedAt":"2026-11-05"},{"key":"maintenance","label":"Active maintenance","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"security","label":"No open critical security advisories","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"privacy","label":"Privacy and data policy","pass":null,"note":"Not checked yet","checkedAt":"2026-11-05"},{"key":"backing","label":"Company or foundation backing","pass":true,"note":"Vendor named: Dext Prepare","evidenceUrl":"https://dext.com/us","checkedAt":"2026-11-05"}],"problems":[{"id":"accounting-1","industryId":"accounting","rank":1,"title":"Staff shortage and tax-season burnout","summary":"Finding qualified staff is a top issue for most CPA firms, and the pipeline of new accountants is thin. Workload peaks every tax season.","theme":"hiring","strength":1,"howItHelps":"Automates bookkeeping data entry: clients snap/forward receipts and invoices (mobile, email, WhatsApp), Dext extracts, categorizes, matches to bank feeds and publishes to the ledger; 'missing paperwork request' chases clients for absent receipts — cuts manual hours (#1) and paperwork chasing (#3)."},{"id":"accounting-3","industryId":"accounting","rank":3,"title":"Chasing client documents and information","summary":"Most firms report delays getting the documents they need from clients. Fewer than a third fully use automated reminders.","theme":"admin-paperwork","strength":0.6,"howItHelps":"Automates bookkeeping data entry: clients snap/forward receipts and invoices (mobile, email, WhatsApp), Dext extracts, categorizes, matches to bank feeds and publishes to the ledger; 'missing paperwork request' chases clients for absent receipts — cuts manual hours (#1) and paperwork chasing (#3)."}],"integrations":[{"id":"quickbooks-online","name":"QuickBooks Online","type":"accounting","note":"Integrations with 36+ accounting solutions (e.g., QuickBooks/Xero ledgers), bank feeds, WhatsApp, Chrome extension;"},{"id":"shopify","name":"Shopify","type":"pos","note":"Commerce Lite add-on for Shopify/WooCommerce."},{"id":"xero","name":"Xero","type":"accounting","note":"Integrations with 36+ accounting solutions (e.g., QuickBooks/Xero ledgers), bank feeds, WhatsApp, Chrome extension;"}],"setupGuide":null,"reviews":[]}