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

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.

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.

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.

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.

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

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).

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

It was good but it's not perfect enough as it has some lags

Simple to use and is fast to us, any person with little accounting skills can still use it

The only con, on my part is for you to use the product you have to pay, I wish that sometimes it should be free

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.

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

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.

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.

So far we have had a positive experience with AutoEntry, as have our clients

Allows the whole team to log on at the same time & its connection to Sage Business Cloud

Not 100% user friendly for clients using mobile phone app

Extremely easy to use and takes a lot of hard work out of rescue client work. I mainly use it to extract data from bank and credit card statements to produce import files but I have used it for purchase invoices as well. I normally upload documents during the evening so that they're ready for me the next morning and the accuracy is second to none.

A few tweaks are needed, in particular, when uploading documents the software doesn't actually tell you that the documents have been uploaded successfully, that would really put my mind at rest that the document was being processed without uploading a second time (which I've done on several occasions) - can work out a bit costly when uploading bank statements.

The ease of uploading bank statements for data extraction

The inability to purchase credits in bulk

Fantastic customer services. I like the layout and the features (when they work).

Autoentry connects to Freeagent which is really useful. I can turn items sent into me into invoices which I've not seen before and I think they've got their pricing strategy right.

The 'autofetch' document search... whereby the system is supposed to go into suppliers, and pull out any invoices hasn't been working for me, so for this reason (which was the critical reason what I signed up as I wanted that automation and time saving function), I have since paused our subscription. I don't bame the software, I think it may be the suppliers website. Eitherway, its not working for me.

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.

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.

There are some behaviours you need to learn to get the best out of it but generally few issues. Very intuitive and love the fact that company adopts a consistent approach i.e. if it works why mess with it and upset happy users.

Easy to use and multi platform via internet Browser. Very good on Apple iPad, Mac and Windows 10

Would recommend that the document rejection process is improved as it is difficult to quickly check what went wrong or to say download all rejected documents for re review

[SENSITIVE CONTENT HIDDEN] is always on hand to help with any issues I have within minutes of asking for help. Nothing is too much trouble and she ensures all queries are sorted efficiently.

It is very easy to use and saves alot of data entry time.

working remotely isnt always as smooth as I would have hoped.

Overall happy with product, we are a small business and it definitely saves time ...

Ease of use and deployment are definitely the best features. It saves me a lot of time and attaches a copy image of every invoice to the accounts package. I currently use Sage and the integration has been pretty faultless. Even when you do bump into an issue (which I have had a couple) the team are quick and helpful to get it sorted.

It can sometimes struggle with 1's and I's on invoice numbers which can be problematic, other quirks can be having to constantly force an accounts package sync update when you have changed something in your accounting software, this would be best done at every sign in ?

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.

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.

I am able to remotely work as all invoices are able to be loaded for me to see.

I find that the Customer Support for Auto Entry is amazing. Whatever time of day or evening there is always someone to answer and deal with my problem. The invoices are easy to locate, see and print or email if necessary.

I have worked with Receipt Bank and whilst there are some features of their product that work better with Xero Auto Entry is the product that works best with sage. It would be helpful if Auto Entry could incorporate some of these features ie a n easier way of allocating the bank account that has paid an invoice. This would make the various bank accounts easier to reconcile.

Auto entry allows me to have more free time using their software as data entry becomes a lot faster.

The best features are ease of use of the software with Sage Professional - Line 50. It is easy to use and very helpful when inputting Sales Invoices or Purchase invoices via autoentry. Saves a huge amount of time in inputting the info into sage.

As with all software, there seems to be small amounts of bugs in the integration between autoentry and Sage which are being dealt with.

Brilliant customer service, the online chat people are outstanding and have never failed to help me when I am stuck/ confused. Very very quick service on questions Transformed my bookkeeping part of the business. I love it

The time it saves me. Yes, I had to concentrate when I was originally using it, but within a few days I was feeling confident. I asked questions and customer support were so helpful.

The help articles are brilliant when I get stuck

Very disapponting

the integration is efficient and works well when properly in place

There is no support when things fo wrong: - nobody ever answers phone lines - support by email is to a minimum with useless advice - the chat is meant to reply within 5 minutes but never got a reply

I use auto entry every day as i use it to do clients bookkeeping. The client uploads onto auto entry and i code it up and push across to the bookkeeping software.

Easy for clients to use and easy for myself to use. Makes bookkeeping so much more simpler and quicker as communicates well with quickbooks and Xero

It takes a while to push some information across to bookkeeping softwares.

Does not sync, always crashes , looses supplier accounts, every time you speak to someone on the chat even though the same issue happens week in week out you always get a different response. Never resolved. Its been 3 weeks now its not worked. If you want to keep your accounts up to date don't use auto entry. Support never resolve the issue.

Its easy to use however it hardly works

Does not sync, always crashes , looses supplier accounts, every time you speak to someone on the chat even though the same issue happens week in week out you always get a different response. Never resolved. Its been 3 weeks now its not worked. If you want to keep your accounts up to date don't use auto entry.

Generally a very good piece of software that has saved me a lot of time, and especially helped with the move to Making Tax Digital for our VAT returns.

I can set rules to automatically apply to invoices that I receive regularly which over time has saved me a lot of effort as AutoEntry auto categorises invoices for me. Then matching them in Quickbooks is quick and easy to do.

Sometimes the upload of photos of receipts through the app from my phone doesn't work. It can be very hit and miss.

Pretty easy to use after you get the hang of it. Not badly priced compared to similar software. Excellent customer support.

Processing time is a bit long sometimes as long as 24 hours. Uploads purchase invoice doesn't allow to export to excel. Very difficult finding the statement as doesnt sort them properly.

I'd only used Receipt Bank prior to being introduced to Auto Entry. Being limited to just purchase invoices, it was refreshing to have the option to upload not only purchase invoices but sales invoices and bank statements. It is very easy to use, processes information in a timely manner and syncs directly to Xero to aid with the bookkeeping process. When support is needed I get a quick and helpful response.

The main issue relates to the notification of credit usage. Using the app daily does mean I keep on top of it but would be helpful to have some form of notification of credits left at any given time.