AutoEntry Reviews

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!

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

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.

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.

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?

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.

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!

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.

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

- 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.

- 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.

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.

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.

Spend less time entering data and chasing documents. It is smooth and automatic in use. It also works on smart analysis in the basic details of the work, including the supplier and tax account. It also works to improve time with customers, as it makes you spend less time in accessing accurate data

It often happens that there are duplicate items on an invoice

It started off working well, well priced, allows multiple entities and Users on one account.

Published Supplier invoices not attaching in Sage One for 4 weeks now

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.

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

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

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 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.

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.

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

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.

The ease of uploading bank statements for data extraction

The inability to purchase credits in bulk

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.

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