AutoEntry

AutoEntry

Smart data capture for accountants & bookkeepers

4.7/5 (137 avis)

AutoEntry - Présentation

OCREX DocuRec eliminates the need for manual data entry and takes accounting documents into the paperless realm of the computing cloud. DocuRec automatically processes and posts data from invoices and other accounting documents, verifies the accuracy of the captured data, and updates integrated accounting applications. DocuRec lets users view and edit data extracted from imported document in real-time.

DocuRec helps users quickly enter data into accounting applications. DocuRec automates the process. DocuRec currently has integrations for Xero, Sage 50, Quickbooks, Kashflow and Fuzemetrix. From DocuRec’s interface, users can integrate incoming documents with corresponding account folders. DocuRec can intelligently route to one or more accounting applications, automatically, allowing the app to fit into a variety of workflows.

OCREX DocuRec features a number of collaborative features which enable bookkeepers, accounting partners, and other stakeholders to securely collaborate on scanned documents. DocuRec also features email integration, allowing documents that have been scanned into DocuRec can be emailed to clients and other recipients.

DocuRec works as a Web-based application inside any browser.

Prix

À partir de
13,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois et 22 autres, néerlandais, anglais, finnois, français, allemand, hébreu, hongrois, indonésien, irlandais, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, taïwanais, thaï, turc, ukrainien

AutoEntry - Avis

Note globale
4.7/5
97% d'avis positifs
98
Excellent
35
Très bien
4
Moyen
0
Médiocre
0
Horrible
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 05/08/2017
Provenance de l'avis

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

6.0/10
Daniel O.
Traduire avec Google Translate

Convenient, accurate and time saving

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 05/10/2017
Provenance de l'avis

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Scott K.
Traduire avec Google Translate

Revolutionised the delivery of our bookkeeping function.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 26/04/2017
Provenance de l'avis

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Terry P.
Traduire avec Google Translate

Was there another way before Autoentry? Goodbye manual input!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 26/04/2017
Provenance de l'avis

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Jason D.
Traduire avec Google Translate

Straight-forward simplicity

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 11/12/2017
Provenance de l'avis

Avantages

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.

Inconvénients

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.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

7.0/10

AutoEntry - Prix

À partir de
13,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Bronze: $13 per month, 50 credits
Silver: $24 per month, 100 credits
Gold: $44 per month, 200 credits
Platinum: $98 per month, 500 credits
Contact OCREX for a quote on enterprise volumes.

AutoEntry - Fonctionnalités

  • Intégration comptable
  • Traitement des factures

  • API
  • Analyse financière
  • Données en temps réel
  • Facturation
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Prise en charge de plusieurs devises
  • Rapports et statistiques
  • Rapports personnalisables
  • Réceptions
  • Suivi des frais
  • Tableau de bord d'activités

Plus d'informations sur AutoEntry

AutoEntry - Principales fonctionnalités

  • Ability to capture line items
  • Accounting Integration
  • Accuracy verified data extraction
  • Customer Accounts
  • Data Extraction
  • Data security
  • Dedicated email
  • Document Imaging
  • Document Review
  • Document Storage
  • Document storage
  • Email Integration
  • Excel & CSV exports
  • Multiple companies, one subscription (No Wastage)
  • Seamless integration
  • Secure Data Storage
  • Smart analysis
  • Support & training
  • Web Integration

Avantages

- Automatically capture key invoice information including tax summaries and line items with verified accuracy

- Integrates with accounts software including Xero, QuickBooks Online, Kashflow, Sage 50, Sage One and others

- Have as many companies and users as you like taking from one subscription so you are not wasting credits or paying for extras.

- Smart Analysis means AutoEntry remembers how you analyze and process invoices and receipts

- AutoEntry doesn't charge per company or for extra users and your monthly credits roll over for 3 months

- AutoEntry provides for both company users, bookkeepers and accountants to seamless work together, at no extra cost

- Use the Archive as your filing cabinet. It will store images of all of your documents for as long as you need

- Data encryption, intrusion detection, server fail-over protection, real-time backups and more

- Live support available to all users through real-time chat and by phone

AutoEntry - FAQ

Voici quelques-unes des questions fréquentes sur AutoEntry.

Q. Quels sont les types de licence disponibles pour AutoEntry ?

Types de licences disponibles pour AutoEntry :

À partir de: 13,00 $US/mois

Type de licence: Gratuit, Abonnement

version d'essai gratuite: Disponible

Bronze: $13 per month, 50 credits
Silver: $24 per month, 100 credits
Gold: $44 per month, 200 credits
Platinum: $98 per month, 500 credits
Contact OCREX for a quote on enterprise volumes.

Q. Quelles sont les principales fonctionnalités du logiciel AutoEntry ?

Fonctionnalités du logiciel AutoEntry :

  • Ability to capture line items
  • Accounting Integration
  • Accuracy verified data extraction
  • Customer Accounts
  • Data Extraction
  • Data security
  • Dedicated email
  • Document Imaging
  • Document Review
  • Document Storage
  • Document storage
  • Email Integration
  • Excel & CSV exports
  • Multiple companies, one subscription (No Wastage)
  • Seamless integration
  • Secure Data Storage
  • Smart analysis
  • Support & training
  • Web Integration

Q. Qui utilise AutoEntry ?

Utilisateurs habituels du logiciel AutoEntry :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues AutoEntry est-il disponible ?

Langues dans lesquelles AutoEntry est disponible :

arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois, néerlandais, anglais, finnois, français, allemand, hébreu, hongrois, indonésien, irlandais, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, taïwanais, thaï, turc, ukrainien

Q. Quels sont les types de licence disponibles pour AutoEntry ?

Types de licences disponibles pour AutoEntry:

Gratuit, Abonnement

Q. AutoEntry prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par AutoEntry.

Q. Avec quelles applications AutoEntry peut-il s'intégrer ?

Applications s'intégrant à AutoEntry :

Clear Books Accounting, KashFlow, MYOB Essentials, QuickBooks, QuickBooks Online, QuickBooks Online, Sage 50cloud, Sage One - U.S., Xero, Xero

Q. Quelles sont les ressources d'aide disponibles pour AutoEntry ?

Ressources d'aide disponibles pour AutoEntry :

Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo