AutoEntry Reviews

Pros

As a general user of AutoEntry within my organization, I have found it to be a reliable and user-friendly tool for automating our data entry processes. One of the greatest advantages of this software is its ability to quickly and accurately process invoices, receipts, and other financial documents. This has greatly improved our efficiency and has saved a significant amount of time for our team. Additionally, the software's OCR (Optical Character Recognition) technology is highly accurate and has made it easy to extract data from various types of documents.

Cons

A potential downside of using AutoEntry is that it may require some time and effort to set up the software and customize it to fit our specific needs. Also, some advanced features such as budgeting and forecasting may require additional tools or custom development.

Pros

The price point can not be beat. Provides a whole lot of value for the cost

Cons

Documentation could be better. So features are more useful than others. Data extraction could be faster

Pros

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

Cons

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

Alternatives Considered

Dext

Reasons for Switching to AutoEntry

I have moved back to Dext Prepare because of the above unresolved problem.

Pros

The process is clear and easy to follow, further more the team is extremely helpful, and the instructions are excellent.

Initially, I had to focus while using it, but within a few days, I became familiar.

The program has streamlined the supplier invoice process, making it user-friendly and saving the company time and money.

Cons

The customer service support needs to be more effective and supportive

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

Alternatives Considered

Dext

Reasons for Switching to AutoEntry

Receipt Bank ( RB ) didnt extract enough information, nor did it insert an image of the invoice in to our accounts package. RB was not reliable enough to do ''one-click'' posting in to Sage for VAT returns, it did produce a CSV file but that was too unwieldy to use.

Pros

I like the fact it is affordable, it has supplier statement reconciliations and that it works with a number of accounting solutions

Cons

Credits have an expiry date to them. It would be better if they were available until you needed them

Pros

Allows the whole team to log on at the same time & its connection to Sage Business Cloud

Cons

Not 100% user friendly for clients using mobile phone app

Pros

Simple to use and is fast to us, any person with little accounting skills can still use it

Cons

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

Pros

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

Cons

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.

Pros

Autoentry connects to Freeagent which is really useful. I can turn items sent into me into invoices which I've not seen before and I think they've got their pricing strategy right.

Cons

The 'autofetch' document search... whereby the system is supposed to go into suppliers, and pull out any invoices hasn't been working for me, so for this reason (which was the critical reason what I signed up as I wanted that automation and time saving function), I have since paused our subscription. I don't bame the software, I think it may be the suppliers website. Eitherway, its not working for me.

Pros

The ease of uploading bank statements for data extraction

Cons

The inability to purchase credits in bulk

Pros

As someone starting up their own Consultancy Business costs are a factor. AutoEntry means I can easily post all expense invoices. They are taken to the correct category and coded as the Sage Accounting software that I use and then synchronised automatically with Sage. That saves me time as I do not have to manually post them.

Cons

When I used the duplicate invoice recognition invoices from the same supplier for different months were filtered out as duplicates. That said once I realised the issue it was easy to correct by simply disabling the function.

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.

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.

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

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.

Pros

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.

Cons

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.

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

Pros

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.

Cons

Sometimes the upload of photos of receipts through the app from my phone doesn't work. It can be very hit and miss.

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.

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

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.

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.

Pros

Autoentry integrates very well with our Accounting System, Xero, and we have it set up so suppliers can directly email their invoices to autoentry. Eliminates a lot of manual admin time, Supplier Information is automatically linked to Xero which provides default coding. We also use another app to route invoices for approval which automates the whole process.

Cons

Sometimes it seems to take a long time (several hours) for invoices to be loaded into autoentry after submission

Pros

Very easy to use fantastic little app for bookkeepers/accountants like me. Bank statements are processed quickly and are usually accurate, saving me many hours that I would rather spend analysing transactions instead of manually typing them. Goodbye manual input!

Cons

When converting bank statements, there are occasional incorrect figures. However this is very rare and forgivable. The pros of time-saving still outweigh this con.