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.

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

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

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

when I first made the decision to use Autoentry it seemed to be effortless and started helping with Carbon footprint and reducing the need to keep paper records, which is where we all want to be and still conforms with HMRC record keeping guidelines. Over 2021 and more so the last 6 months continuous issued with publishing between Xero and Autoentry, and Xero is my preferred choice software. I have questioned since they were brought out by Sage the service would improve however the service levels and functionality and stability are getting worse month by month.

Easy to set up and an efficient way to keep digital records and very useful having a copy of Invoice attached to the transaction. Very smart way if ever having to go back on an Invoice for a query of useful data

Over the last few months Autoentry and Xero do not sync and publish. For customers delivering paperwork last minute results in fines from HMRC for late Vat filing. Having to keep unsyncing deleting the app and re setting up. Month after month this is now becoming an issue and not helping cut down on processing time. Raise the same issues to autoentry every month and they may tweak the settings but these are not a long term fix. I only use Xero as the integrated supplier and over 2021 this is happening on a regular basis. I have become so familiar with the process to disconnect and reconnect for a short term solution.

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

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

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

I am glad to use it, save lot time .

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

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

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

The ease of uploading bank statements for data extraction

The inability to purchase credits in bulk

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.

Bank Balance reconciled to Excel and analysis can be filtered for quick work. Havent used the invoice checker yet but i know a lot do

A little slow with the having to wait for upload. A little expansive at 60c per bank page! keep running out of credit and have to add!

Quick and efficient data capturing.

The ease of use. Just take out your phone, open the app, take a photo and submit. Then the invoice is on the system ready to be approved and to be imported into the accounting system.

Sometimes the synchronizing with the accounting system is not working and had to be reset.

Have been using Autoentry for about six years and now work much more accurately and efficiently. Find it very easy to use and the support is always very good when issues arise. Took on additional clients as a result of the time savings gained

Easy to use and teach clients Integrates smoothly with the other I use

Has most desired features Easy to use Doesnt always integrate well with Sage desktop

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.

Not happy, don't get involved until the software gets integrated and belongs to Sage. No value for money because it DOES NOT SAVE TIME. Really disappointed.

During the first 3 months (free) of usage, everything was great! The files uploaded were processed in less than 30 minutes allowing to map them for entry into the software in close to no time. The feed to the accounting software worked very well, invoices were almost instantly published to my ledgers. I was so pleased that I refused to take on any different type of fast data entry software.

A year on, there's ALWAYS a problem whenever I process the invoices. The time it takes from upload to mapping is more than 2 hours! The invoices almost never get posted straight to ledger as there's always upload issue, connection or sync problem. Always something. I've not had a smooth day at the office with AutoEntry ever since my free trial ended. Instead of saving time, it takes me extra day to process the invoices. I'd do it manually in under an hour... So why bother. Rubbish.

I really like the way clients can email supplier invoices to a separate address, then I get a notification and after quick review they are posted direct to accounting software (Sage in my case but works with most. I first used the product when it was a bank reconciliation tools but it has developed so much now and has helped me save time which I can better use on other activities to benefit my clients.

Setting up a new client is not intuitive, a wizard based system may be better to ensure no steps are missed.

East to send documents - works brilliantly with Xero. Easy for clients and their staff and for me and other bookkeepers in the practice to all use.

The webchat feature for assistance is not great and there isn't a direct "contact support" button which would make contacting support really easy.

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.

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.

Rubbish.

Nothing, it's rubbish. I have detailed why in my "cons" answer.

Everything. It is SO slow, it doesn't have the option to code to "projects" for Sage One and when I asked the team if they had that option they just said "no" and haven't added that feature. There is a software that isn't part of Sage which you can link to Sage which has this feature so why can't the people who actually made Sage and Autoentry have this option?? Doesn't make sense and seems kind of lazy to me.

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).

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.

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.

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

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

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