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Planview Clarizen vs Dext Prepare Comparison

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Overview

Drive focus, empower teams & deliver the work that matters with Planview Clarizen enterprise work management software for...

Dext automates your data collection and simplifies your pre-accounting, so you can spend more time adding value to your business....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

78

74

11

2

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.2

5

4

3

2

1

43

29

8

2

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

Pros

Ability to use for multiple solutions in addition to Agile Project Management. I've been in the business for over 30 years and Clarizen Customer Care in the best I've experienced in a very long time.

KJ

Kevin J.

The best aspect of this platform, for me, is the ease in which I can see each of my team member's project load. This enables me to better time manage all the resources available in my team.

CC

Christopher C.

All of the people we've dealt with are likable and eager to help...just not on our terms, which is the place they could improve the most.

JH

Jeff H.

Pros

What I like most about this software is the ease of use. It is friendly for mobile phones and mere pictures will be sufficient for processing.

MF

Michael F.

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.

AT

Alex T.

Sync with my software, wholesale pricing. Great system to be organized and save all receipts to maximize deductions.

GG

GUADALUPE G.

Cons

Can be a pain in the ass to configure when the application need to so specific for your organization.

YB

Yari B.

The fact that there are so many features also has a downside.

MS

Maria S.

Our biggest struggle comes with the idea that a PSA should be a three legged stool (projects/task management, time tracking/resource management, and project financial management).

GS

Garret S.

Cons

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.

DO

Denise O.

They send me a link to sort it out, but the link went nowhere and ended in Oops, you've taken a wrong turn. Now they have stopped replying.

AR

Anonymous Reviewer

Sometimes AI picks up the wrong supplier and you need to be alert to this especially for autopublish suppliers.

AO

Andrea O.

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features86
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Document Management
  • Drag & Drop
  • Estimating
  • Expense Tracking
  • File Sharing
  • Financial Reporting
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • General Ledger
  • Graphical Workflow Editor
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Payroll Management
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Workflow Configuration
  • Total features8
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Document Management
  • Drag & Drop
  • Estimating
  • Expense Tracking
  • File Sharing
  • Financial Reporting
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • General Ledger
  • Graphical Workflow Editor
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Payroll Management
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Traditional Methodologies
  • Workflow Configuration

Integrations

  • Total integrations20
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk
  • Total integrations24
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk