AutoEntry

Convenient, accurate and time saving

Vorteile:

We have been using Auto Entry as a firm for a couple of months and we’re really impressed at how much time it can save, level of accuracy and convenience. As a medium sized accountancy firm we are always looking at options to save labour hours inputting data and so far it is a good inexpensive solution. Purchase invoices are easy to process, we mostly upload all the invoices we want to process as one PDF and leave Auto Entry to process them, but there are options to process multi-page PDFs and more detailed breakdown. It will read the Date, Supplier name, and amounts, net of VAT and gross including it. When Auto Entry and QuickBooks are linked up, all the Suppliers, Customers and the Chart of Accounts are linked, to the supplier account and relevant nominal can be selected from a drop down, which Auto Entry remembers going forward. You can ‘’Approve’’ invoices that are ready to import and sync up with QuickBooks. Sales work very similar to Purchases. Bank statements are processed quickly and are usually accurate, saving us many hours that our staff would have to spend manually summarising. The files at the end can then be either downloaded as an excel file or imported into QuickBooks. In terms of chargeable time it is inexpensive, freeing up time to work on other tasks. When we first tried out Auto Entry, there is a chat box and the bottom right that lets you know what advisors are active at that time. They were very helpful at the start when navigating it. - On behalf of Jerroms

Nachteile:

Occasionally a figure may be incorrect when converting bank statements, however this is very rare. Sometimes a duplicate items on an invoice may occur when processing purchase or sales invoices, Again quite rare.

Given my team some time back in the day.

Kommentare: This has saved us hours of data entry and irradiated typos when entering bank statements and invoices.

Vorteile:

The ease in which bank statements can be converted in to a Excel spreadsheet or downloaded in to the accounting software

Nachteile:

It would be good if departments could be allocated for Sage Accounting

Buggy Software . . . and Major Bugs not addressed for months.

Kommentare: Terrible. Have not been able to access for a month . . . and my creditors are screaming. Honestly, do not risk it with this product.

Vorteile:

I've been a customer (and pretty much a fan until recently) for more than 3 years and loved the automatic entry of invoices. Certainly beat manual entry. That said, the interface is very poorly design and generally very buggy in many ways. I was happy to put up with all of this, until recently when I could no longer even log on!!! Keep in mind all my creditor invoices are on this system . . . and the customer service team told me this was a "bug the team is working on". Essentially the 2FA failed and they have not resolved for a month! No work-around offered til just now (and I am still waiting after contacting their help desk again hours ago).

Nachteile:

IT Service Management is terrible. Very buggy and very major bugs are unresolved for week!

Good at Posting into Sage 50 Accounts

Kommentare: even when we have to manually put the order number in before we publish, it is still saving time.

Vorteile:

AutoEntry attaches the invoice in to Sage. the chat is very responsive and friendly.

Nachteile:

It does not automate if you need your order number in Sage. It is a lot more expensive than the competitor.

best software, I would say try it , once.

Kommentare: I am glad to use it, save lot time .

Vorteile:

some future not there , like undo invoice, soon you chat with help team, they sort it straight away. I won't say any pros

Nachteile:

expensive , worth to buy. it will better if 9 pounds 200 Invoice

Two days Wasted!

Kommentare: Frustrating.

Vorteile:

What? That is it - I have nothing say that is good.

Nachteile:

I am new - Two days later, over 8 hours on chat support and it is still not working.

I use it daily... I couldnt be without it

Kommentare: I love it I actually hadn't realised how much I needed something like AutoEntry.

Vorteile:

I love that it tells me where there are gaps in my data. It means I don't have to sift through bank statements to look for missing data. It is quick too. Customer services have been amazing and the training is exceptional.

Nachteile:

I hadn't realised I would use it so much and it would cost as much as it does. It is still really reasonable in the grand scheme of things.

Paperless entry

Kommentare: Accuracy is ensured, reduced admin time and seamless integration to cloud accounting, this is awesome.I have had the previllage of meeting the team, I trust the brand, product and people.

Vorteile:

I work with clients that deal with PDF and hard copy bank statements, my accountants are reduced to data capturing for hours, the seamless upload of these documents and bulk import/Integration to accounting systems save so much time and afford them to do what they do best: produce vital financial information to business in time.

Nachteile:

The billing method: credits.In an ideal world this is great, my Account clients deal with clients that have huge amounts of PDF and print outs which prove to be more expensive for them to render thier service.

Was there another way before Autoentry? Goodbye manual input!

Vorteile:

An intuitive product that delivers what is says - sales invoices, purchase invoices and bank statements seamlessly delivered into the accounting product (Quickbooks Online) in super fast time. The access rights are very flexible meaning we can work with clients who we also set up to use it and the recently added App makes it even easier for them. Its 'Pay As You Go' pricing structure is extremely attractive, with every useage credit available across all clients so there is never money wasted on unused capacity - unlike other similar products. Efficient, inexpensive, consistent and reliable, all backed by great support - I wonder how I managed without it.

Nachteile:

None at all. ... but I did have to invest in a better scanner to cope with the volume I am now putting through Autoentry!

Straight-forward simplicity

Vorteile:

Easy to use time-saving software. Integrates with a wide variety of accounting software, provides flexibility across my clients. Web-based and the smartphone app, make it convenient. Speedy processing of uploads. Simple to set-up and add people (team or clients) to each account, making it a smooth onboarding process. Overall a great addition to my offering.

Nachteile:

Lengthy time on gaining help and support, can be difficult to handle issues with clients. Missing items, for no apparent reason can cause frustration, delays and additional cost when needing to re-upload.

Autoentry

Vorteile:

The ease of uploading bank statements for data extraction

Nachteile:

The inability to purchase credits in bulk

AutoEntry - Easy to Use - Saves Time

Kommentare: I have had a positive experience and found the software easy to install and easy to integrate with the Sage Accounting software that I use.

Vorteile:

As someone starting up their own Consultancy Business costs are a factor. AutoEntry means I can easily post all expense invoices. They are taken to the correct category and coded as the Sage Accounting software that I use and then synchronised automatically with Sage. That saves me time as I do not have to manually post them.

Nachteile:

When I used the duplicate invoice recognition invoices from the same supplier for different months were filtered out as duplicates. That said once I realised the issue it was easy to correct by simply disabling the function.

Good pricing structure and features, but could do with more development

Vorteile:

The pricing structure for AutoEntry is spot on in terms of paying what you use and carrying over of credits. AutoEntry copes very well with bulk invoices and has a good range of 'rules' to code the transactions. Once rules are set up, they are applied to the inbox instantly, so mass processing for bulk invoices is very efficient. AutoEntry copes with complex tax summaries and foreign currency quite well. Another unique feature, as compared to Receipt Bank, is the ability to process sales invoices. Some of our clients use 3rd party software to raise invoices, which does not integrate with the accounting software, so AutoEntry provides a cost-efficient 'bridge' between the two. Bank statement processing is unique and quite quick, but does require good resolution scans. The ability to import digitised bank statements directly into the accounting software (we use Xero) is excellent.

Nachteile:

We have had some issues with the app, where receipts go 'pending' and never make it to the software. Because of the bugs in the app and the client experience, we stopped using AutoEntry for some clients, but it remains the software of choice for internal processing. The functionality of the app is very limited - there is no editing or leaving notes, it is simply view and publish. OCR technology is not as powerful as, for example, Receipt Bank, so some supplier details are not picked out accurately. The support team are sometimes slow to respond (sometimes in excess of 72 hours) and some of our issues didn't get a satisfactory resolution.

Good, but could do with improvement

Vorteile:

Once it has learned where things need to be posted it can make very quick work of posting invoices. Also is very accurate with bank statements (taking pdf and creating a csv from it).

Nachteile:

Very slow upload times, connection from AutoEntry to Quickbooks can sometimes cause differences in what what entered in Auto Entry, if it can't read a bank statement there is no notification it simply just doesn't appear.

AutoEntry

Vorteile:

Very easy to set up and use. The turnaround time for processing is superb and we have used it for many months and we intend to expand our usage and recommend to our clients. It saves time and money and I am happy to recommend this product to everyone.

Nachteile:

Some time is not very easy to identify uploaded files. This is a minor problem though. I do not have any other specific cons to the product.

Dependable product

Vorteile:

E-mail forwarding of invoices makes it easy to operate this on the go. Also, the fact that it remembers what you previously categorised a similar invoice as, saves time over the long term.

Nachteile:

The expenses feature is slightly convoluted. Still haven't been able to fully understand that.

A great time saver that is simple to use and cuts down on paper usage / wastage.

Vorteile:

What I love most about Auto-entry is that it saves a great deal of time, has improved input accuracy and reduces the need to print off invoices as it saves a copy to Xero (Excellent feature).

Nachteile:

Struggles a bit with long itemised bills / invoices - In particular phone bills. This is mitigated by the excellent support I receive from the AutoEntry staff.

Game changing product but very slow response to customer queries

Vorteile:

1) All round ease of use and beautiful UI 2) The fact a scan of documents is stored for quick access

Nachteile:

1) Customer service is extremely slow, response times to the web chat are sometimes days or weeks 2) Integration to Sage 50 seems to have some intermittant drops requiring reintegration

Huge time saver on entry and reduced purchase invoice duplication and errors

Kommentare: Overall, hugely improved the supplier invoice process, easy to use.
Resolved duplicate invoices being entered and saved the company time and money.
Massive time saver on employee expenses entry as each individual submits their own expense and is easy to check and approve.

Vorteile:

Integration with sage was seamless, setting up myself was a doddle and customer service is great as issues get resolved quickly. Huge time saver as we no longer have to use sage batches and also didn't need to have a separate screen to view the PDF invoices on entry as it's all in one screen on autoentry. One of the best features is viewing the invoice directly on sage using the onedrive link. Before this, we had to search the supplier repository on the server. It also helped reduce errors as it detects duplicates, autodetects the supplier and has a learning feature too.

Nachteile:

Can be slow at times and if not used for a few days, the service needs to be restarted. This results in invoices getting stuck until the service is refreshed, however as long as it's used constantly this can be avoided.

Auto Entry

Vorteile:

I like that my clients can upload all their receipts and invoices. Very little paper and storage of files. I also find that my clients do not lose receipts as often.

Nachteile:

When I send the link to a client to download the app and sign in there seems to some difficulty in getting them signed up. It seems like my client ends up having to sign off then back on and reset pin number.

Brilliant app which integrates with xero

Kommentare: Autoentry are constantly updating the app. They also have a great support team who regularly contact us to make sure everythink is ok

Vorteile:

Autoentry has transformed our outsourced bookkeeping and accounting services. Customer support from the Autoentry team is excellent

A real time saver

Vorteile:

I like the pricing structure, in that you are paying for what you use and not per client. I also like the fact that AE will scan in bank statements - I have clients who won't use bank feeds or allow me access to their accounts to import statements - Paper is still the way for them!!

Nachteile:

The one thing I would like from Auto Entry is the ability to forward client emails with invoice attachments or if the client has scanned and emailed an invoice to me. I have to print off the attachment or the scanned in invoice, scan it again and then email on to auto entry, no time saving here. An Auto Entry App would be great so that I or the client could capture the image of the document and send straight to Auto Entry (See Datamolino App)

Great product

Vorteile:

AutoEntry has really improved our efficiency – the pricing structure is good as you only pay for what you use across all clients, brilliant for seasonal clients with peaks and troughs in activity. One of the best features is that you can upload bank statements and access them in various file types including csv. I have recommended it to all clients for the time savings alone.

Nachteile:

Would be handy to have a pricing plan below Bronze for the very small companies who may only have a few invoices per month

Good software

Kommentare: the business problem is solving but still can get better

Vorteile:

The development team is very helpful, customised accordind to business

Nachteile:

the images are blurry sometimes and the system is down and does not post invoices on sage right away

Great bridge between analogue and digital

Vorteile:

We use this system to quickly and accurately transfer paper based or PDF documents to Xero. We are long term users of Receipt Bank for purchase invoice processing where clients are interfacing with the app but use this system heavily for bank statements (where clients are unable or willing to give access to bank accounts or download .csv formats) and sales invoices. The system has an advantage over Receipt Bank for clients that require more detail on invoice processing as the system will extract data line by line if required. Support is always given quickly and accurately.

Nachteile:

We have encountered few problems with the system Pricing is always a consideration especially where your staff have got excess capacity but in my experience this is far cheaper than paying staff to do a tedious job