Dext Prepare

AI capabilities

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).

Pricing

Essentials from $17.70 per client/mo (annual plan billed monthly) with a 10-client minimum, so about $177/mo. 14-day free trial.

Source: https://dext.com/us/partner/pricing, checked 2026-11-05

Trust checks

• Admin-verified listing: Pass · Reviewed by the Catervas team: links and prices checked Nov 5, 2026
• Active maintenance: Not checked · Not checked yet
• No open critical security advisories: Not checked · Not checked yet
• Privacy and data policy: Not checked · Not checked yet
• Company or foundation backing: Pass · Vendor named: Dext Prepare

Problems it helps with

• Staff shortage and tax-season burnout: 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).
• Chasing client documents and information: 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).

Works with

• QuickBooks Online · Integrations with 36+ accounting solutions (e.g., QuickBooks/Xero ledgers), bank feeds, WhatsApp, Chrome extension;
• Shopify · Commerce Lite add-on for Shopify/WooCommerce.
• Xero · Integrations with 36+ accounting solutions (e.g., QuickBooks/Xero ledgers), bank feeds, WhatsApp, Chrome extension;