For accounting professionals. Not an accountant?
Get the data in so you can get your work done
Data comes to you
Connect a bank feed or an app to automate the collection of bank transactions, statements, receipts, and more.
Direct statements
No more chasing clients for statements every month. Bank statements automatically import into QuickBooks Online and attach to the bank reconciliation.
Automatic sorting
As you track bills and reconcile transactions more, the system will recognize recurring items, saving you even more time.
Handle bank transactions effortlessly
Time savings you can bank on
Connect to your clients’ bank accounts to automatically download bank and credit card transactions nightly.
Then, you can set up rules in QuickBooks for exactly how transactions are treated, and the system will categorize them for you.
Apps that automate and standardize data entry
Ditch the shoebox
Your clients just need to take a picture of an invoice or receipt, Dext reads the information and automatically publishes it in QuickBooks Online as a transaction.
Fetch bank statements
Set a schedule to pull statements from banks and credit unions with Bank Fetching. Upload accounting docs in a variety of ways to create a bill, invoice, or expense in QuickBooks Online.
Automate AR/AP
This payment platform makes it easy for businesses to send and collect payments for their payables and receivables. Plooto sends the bills and records the transaction in QuickBooks Online.
…the time to reconcile client bank statements has dropped from 1 hour to less than 10 seconds.
Call Sales: 1 855-348-9670
