Avis clients sur AutoEntry

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.

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

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

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.

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!

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

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

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.

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 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.

I loved the fact that entering the necessary data for my business can be done within one software. I am also able to go accounting with the software which is a huge plus!!

Some cons that I dislike about this software is the fact that I have to physically upload the information on each individual spreadsheet. Becomes a tedious task to partake in.

Very excellent accounting software, easy to use as well

No cons about it it has worked well for me and still intend on continuing

I started using Auto Entry Last January after a member of staff left who looked after the accounts. We have about 250 purchase invoices a month and around 40 suppliers to pay so manual entry is time consuming and errors compound when statements don't tally.
Any change is daunting but I was talked through the install on our main server and within a few days I was flying along. You teach to AE which account to put invoices to then it remembers. The package attaches a copy of the invoice to the line in Sage. No need for hundreds of lever arch files of purchase invoices, or searching through them to find what yo u paid for something, accounts add up for payment .
I simply e mail them to AE from the main accounts e mail and to whoever placed the order so that they can be checked
Any questions and there is a chat on the screen and the help sorts out any little issues in 5 mins.

Occasionally there are delays in publishing the invoice through to Sage but these never last more than a few hours and by the morning everything is there , which is much faster than the manual way which sometimes took weeks.

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.

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

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

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.

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

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.

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!

The more you use it the more it remembers ! Consistency of allocation to nominals being a key factor, plus the attachment being within sage reduces the amount of paper and ink and space used with conventional filing.

On occasion some items have not been transferred into sage, but the easy fix is to unpublish and republish which is a 2 click fix.

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

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

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.

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

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

I'm able to take a stack of bank statements and upload them all very quickly and then come back in an hour or so and it's all ready to download in a csv that I can then upload directly to the accounting software. This makes it easy to add everything to the accounting software and saves me so much time.

Nothing, I love this software for the specific purpose that it serves and I can't think of anything that I would add or change.

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 ?

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.

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.

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.