Case Study: Shift Capital achieves greater financial visibility and efficiency with Dext Prepare

How Shift Capital Use Dext Prepare to See the Entire Financial Picture

Shift Capital, a South African commercial property company, needed a simple way to manage growing financial workloads across multiple entities while integrating with Sage. After a team member left, they trialed Dext Prepare as a temporary fix and found it could handle their expanding needs with less manual work and easier access to all accounts in one place.

Dext implemented the Multi Account Dashboard, giving Shift Capital one login, centralized visibility across accounts, fast switching between entities, and seamless Sage integration. The result was a more efficient workflow, with 95% of invoice information populated automatically, less time spent on manual capture and filing, and a clear reduction in administrative work.

Shift Capital

Yestin Naidoo

Head of Finance