Convenient, accurate and time saving

Pros

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

Cons

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.

Change how you deal with clients and your own accounts

Cut down on time spent on repetitive and labourious tasks to free up staff to work on higer paid tasks such as accounts preparation instead of record-keeping

Pros

Easy to use New users are enthusiastic about the package Inexperienced users can make progress on data entry the package skims documents to pick up dates and amounts but also picks up on invoices where the invoice is entered twice and points out duplicates At the end of the accounts process everyone can log in and view an image of the actual invoice uploaded thereby cutting down on verbal explanations and long conversations and misunderstandings

Cons

Possibly too easy to use Users sometimes click an invoice as paid which causes complications later

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

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

Pros

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.

Cons

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.

Still having issues with the App

There is an issue with load receipts via the App. There’s are never processed on the app even if they have been which means you have a screen full of processing receipts / invoices. All customer support can suggest is to delete and reinstall the app. It’s been on going for months.

Pros

Quick and easy to upload receipts and invoices.

Cons

No customer support. No help at all If you have an problem

Good Product / Saves Time

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

Pros

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.

Cons

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 ?

Our experience with AE

Excellent. Very good help desk

Pros

Clear , links will in accounting products. Our staff are uploading their invoices and coding on line. Much better than paper invoices floating around.

Cons

Could do with expenses being a little more clear on the page for people not frequently in AE, they have a little trouble getting used to how to do their staff expenses - but we are getting there. Also some features like when an invoice was paid by debit card or credit card. not yet available for Sage users but on the development list. Now owned by Sage I expect it will work even better with sage as time goes on.

Good at Posting into Sage 50 Accounts

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

Pros

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

Cons

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

Auto Entry

Pros

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.

Cons

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.

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

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.

Pros

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.

Cons

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.

AutoEntry

Moving to AutoEntry at the start of the first lockdown and WFH has enabled me to continue to process supplier invoices a lot easier than the previous manual processing in the office.

Pros

Removes manual processing of supplier invoices, reduces errors, easy to use across our 3 sites and accessing processed invoices is simple and finally, as all invoices are stored in the cloud, reduces the need for office space to store invoices.

Cons

The supplier statement portal is basic, i think more thought needs given to this area to improve functionality

Ease of Use - Autoentry

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

Pros

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.

Cons

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

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

Pros

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.

Cons

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.

Brilliant

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

Pros

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

Cons

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

AutoEntry for Supplier Invoices Input

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.

Pros

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

Cons

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

Revolutionised the delivery of our bookkeeping function.

Pros

Paying for credits, rather than a set monthly subscription. We initially used Autoentry for our clients who did not use online banking to create csv bank statements, to allow us to on board them on to Xero. This in itself is an amazingly helpful function. We have now expanded our use of this to include the sales and purchase invoice processing. The ability to identify individual line items is a great tool, for those suppliers clients use for different purchase types. We now use Autoentry in conjunction with Xero as a document processing function.

Cons

Sometimes there can be small rounding issues with invoices when Xero is calculating the VAT on the invoice.

Was there another way before Autoentry? Goodbye manual input!

Pros

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.

Cons

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

[SENSITIVE CONTENT HIDDEN] - Excellent advisor

[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.

Pros

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

Cons

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

Ease of Use and Integration

Previously I'd scan all of my PL invoices to my server drive to allow access and review for authorisation and then enter them on Sage. With AE this is all done as one function.

Pros

Fantastic product, easy to use, intuitive. The ability to split invoices across multiple cost-centers with differing vat rates is easier than posting directly into Sage, not to mention the multi-currency functionality. A Brilliant Product. The support team is second to none, with difficulties being resolved in minutes. A great product

Cons

If I have a wish list it would be to allow copying from the above line as in Sage with the F6 key.......... but I'm being pedantic

Straight-forward simplicity

Pros

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.

Cons

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.

Just a highly recommended efficent add on, an easy, quick & reliable win

Pros

Literally does everything - Bank Statements, Sales Invoices & Purchase Invoices. The credit system is credit for accountants and they rollover on unused credits Now has a phone app mean it can be used for every function Picks up individual line and descriptions from invoices is brilliant. Good customer support form Multi-currency function works Works on QBO, Xero and Sage Desktop!

Cons

Expenses module not fantastic - would use Expensify for this all day long Uses quite a lot of credits fro scanning bank statements

Using AutoEntry for Payables - New user of this Program

I expect to save a substantial amount of time and money, having AutoEntry reduce my need to enter the detail. It will free up my time to grow my business and make more money. In today's economy this will help!

Pros

I loved the customer service. I'm new to the product and tried to dabble with entries and ran into problems, the setup stage is tedious, however customer support was phenomenal. I went back and forth with [SENSITIVE CONTENT HIDDEN] in Tech Support and had the issues resolved. I was able to post and learn what to look for with my first few transactions. I'll see what lies ahead with the other entries such as bank statements but for now, I'm happy with the product!

Cons

The setup of each vendor, with the options in sage to match AutoEntry was a challenge but now that I understand what to look for, I feel confident about what else I can do with the program. I look forward to trying the bank reconciliation but I'm concerned about what pitfalls lie ahead as we prepare.

Customer Support

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

Pros

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.

Cons

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.

AutoEntry Support

Overall all good.

Pros

As the IT Manager I don't personally use the software very much myself but I do setup client companies and talk client users through setting up the app. Not once have I had any clients come back to us saying anything bad about the system or requiring assistance in using. The online chat staff are very knowledgeable and helpful if any assistance is needed.

Cons

Sometimes when processing bank statements to get them into Excel format for non-integrated clients it can appear to take a while to process. Having said that, it would take a lot longer if we were to try and do the same using OCR software so not all bad!

An excellent time saving tool, a must for all bookkeepers and accountants

Pros

Will OCR sales and purchase invoices and bank statements Easy to understand the interface and get going Clients love the simplicity of it, as there is nothing for them to do but take a pic on their phone.

Cons

Could do with some further development to start to be able to process email text invoices. We have to manually send their invoices back to their system for processing, surely this could be automated?

Good, but could do with improvement

Pros

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).

Cons

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.

Professional's Product Of Choice For Sobell Rhodes LLP

Pros

- AutoEntry is easy to setup and use. - Our staff required very little initial training to get going. - Our clients love saving time and money with less data entry. - Excellent 3rd party integration options.

Cons

- The support can sometimes be very delayed and unresponsive. - Although individual uploads are relatively inexpensive, costs can be blind and rack up quickly if you do not make use of the statements and billing features. - Processing times can vary between 2-5 hours and you will not know in advance exactly how long it will take.

Part of a rane of tools to remove the routine tasks

Pros

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.

Cons

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

A great app but it needs a couple of tweeks

Pros

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.

Cons

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.

Great bridge between analogue and digital

Pros

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.

Cons

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

Brilliant - Glad I took the plunge

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

Pros

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.

Cons

The help articles are brilliant when I get stuck

Really usefull app that works for many of my client's businesses

Pros

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.

Cons

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

A life saver

Pros

This app is simply brilliant, not only it allows me to reduce massively the amount of time I have to spent doing data entry, unlike the previous app of this kind that could only process purchases and expenses Auto entry also process sales and more importantly Bank Statements. User friendly and very accurate their AI is very well tuned in even recognizing different scenarios for the same supplier and suggesting entries accordingly. A perfect way to cut down on time consuming tasks and use the time for more important aspects of bookkeeping and accounting

Cons

I find turnover time to sometimes take a bit too long so that means I have to plan ahead when to process the information and that makes the app not as useful if you have a last minute job landing on your desk

AutoEntry

Pros

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.

Cons

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.

I love autoentry

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.

Pros

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

Cons

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

Should free up a lot of time

Pros

Quite simple to install and managed to publish some purchase invoices on my first attempt. It attahes the picture of the actual invoice to the line in sage which will save us a lot of tie checking back and looking for old invoices. Help chat seems to work well. Only been using it for a couple of days and I'm sure theser's a lot more it can do.

Cons

It has occasionally let an invoice in the inbox , perhaps the sync with Sage should happen automatically every time you open it up?

Excellent, easy to use software, massive help to the business.

Pros

It is a very simple to use. I would go as far as to say you don't even need the training webinar! But do watch it as I only use AutoEntry for bank statements conversion. A lot of our clients send their bank statements in a pdf format but with AutoEntry we can convert these into CSV files in less than a day! We then upload them onto our accounting software which is much quicker than entering every transaction. I would recommend this to everyone.

Cons

Pages that are not bank statements are charged to remove. This is not a big issue but monthly bank statements usually have a cover page at the beginning and a fines page at the end. Over time this will accumulate. Maybe this charge can be removed in the future.

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

Pros

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).

Cons

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.

Moving expenses to Quickbooks in a fast convenient way

Pros

Its easy to integrate with Quickbooks. There's a lot of time saved than manually entering them. You just have to scan, enter in a few different fields, and you're done. It saves the use a lot of time. It is also very affordable compared to other competitors on the market.

Cons

Everything is done manually, so even though its fast there are no shortcuts at the moment. There can sometimes be errors with the numbers that get entered into the software, but they don't happen a lot. Otherwise its a quick and easy process to upload items.

Good start- needs polishing up

Pros

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

Cons

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.

Game changing product but very slow response to customer queries

Pros

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

Cons

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

Auto Entry

Pros

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.

Cons

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.

AutoEntry brings efficiency to clients' bookkeeping

Pros

Having to spend less time coding and manually inputting invoices into accounting system and its machine learning capability.

Cons

Sometimes during busy periods, it can take a little longer for the system to process the uploaded information. I believe this is an area where some improvements are required.

Xero Is Great!!

Pros

Pros Can receive documents from many sources (web upload, smartphone app, email) Is actually accurate when capturing data Can handle multiple line items Can handle multiple document types (PDF, JPG, GIF, DOC) Can handle multiple taxes Easy to edit transactions Easy to batch re-categorize transactions Easy to organize documents/transactions Has fine grained control over how data is pushed to accounting software Contacts, accounts, and taxes are synced with accounting software Two-way transaction sync between accounting software and it Handles duplicates in a smart way

Excellent product

Pros

Easy to use Very accurate - not many errors Saves so much time Good customer support Perfect for an accountancy practice helping clients

Cons

No warnings about credit usage, quite often only get the reminder that credits are low when the credits have gone Nothing else

Free trial review

So far reasonably impressed with it all. Especially the help and support from [SENSITIVE CONTENT HIDDEN].

Pros

Hopefully in the very near future once we have gotten the kinks ironed out the idea of less paper work to have to file and keep

Cons

We work very closely using project coding within sage. There are a few gremlins within this process that need to be sorted before we would 100% commit to switching fully to AE.

Brilliant app which integrates with xero

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

Pros

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

Good and easy to use system

Pros

user friendly Speedy service time saving one stop shop service friend staff working with Xero system smoothly

Cons

Some time duplicate invoices in our system, let's say 10% chances. Need to provide standard training documents.

A real time saver

Pros

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!!

Cons

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

Pros

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.

Cons

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

Excellent accurate and time saving software

Pros

Compared to others it is more accurate and remembers what you have put previously to save endless hours of repetition. The App is a fantastic tool for me and my clients. Clients are mostly amazed with the ease it makes of bookkeeping tasks. I particularly like the bank statement entry options as uploading bank statements can be a real pain without this option.

Cons

Customer services sometimes a little slow to respond, especially when you are in the middle of a large batch of documents