AutoEntry reviews

AutoEntry: The Key to Effortless Data Entry

Opmerkingen: Overall, AutoEntry has been a valuable asset for our organization. Its ability to quickly and accurately process financial documents, integration with popular accounting software, and OCR technology has greatly improved our data entry processes.

Pluspunten:

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.

Minpunten:

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.

Change how you deal with clients and your own accounts

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

Automation of data entry

Opmerkingen: It was good but it's not perfect enough as it has some lags

Pluspunten:

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

Minpunten:

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

Same service issues every month please address the issues and guarantee stability with your software

Opmerkingen: when I first made the decision to use Autoentry it seemed to be effortless and started helping with Carbon footprint and reducing the need to keep paper records, which is where we all want to be and still conforms with HMRC record keeping guidelines. Over 2021 and more so the last 6 months continuous issued with publishing between Xero and Autoentry, and Xero is my preferred choice software. I have questioned since they were brought out by Sage the service would improve however the service levels and functionality and stability are getting worse month by month.

Pluspunten:

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

Minpunten:

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.

Handy app with great customer service

Opmerkingen: Fantastic customer services. I like the layout and the features (when they work).

Pluspunten:

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.

Minpunten:

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.

Our experience with AE

Opmerkingen: Excellent. Very good help desk

Pluspunten:

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

Minpunten:

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.

Given my team some time back in the day.

Opmerkingen: This has saved us hours of data entry and irradiated typos when entering bank statements and invoices.

Pluspunten:

The ease in which bank statements can be converted in to a Excel spreadsheet or downloaded in to the accounting software

Minpunten:

It would be good if departments could be allocated for Sage Accounting

Straight-forward simplicity

Pluspunten:

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.

Minpunten:

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.

A great app but it needs a couple of tweeks

Pluspunten:

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.

Minpunten:

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.

Simple to use with flexibile pricing system

Pluspunten:

Great customer service and fair pricing model

Minpunten:

Sometimes isnt responsive e.g. Items sometimes don't load. Additional features would be nice such as auto-fetch. User interface could be improved.

Two days Wasted!

Opmerkingen: Frustrating.

Pluspunten:

What? That is it - I have nothing say that is good.

Minpunten:

I am new - Two days later, over 8 hours on chat support and it is still not working.

AutoEntry Accuracy and Time Saving

Opmerkingen: I have realized that I don't need to pay someone to do this work . I simply spend 10 mins a day on AE and then pay everyone myself at the end of the month. The accounts have never been so tidy and up to date and I can get figures out of Sage that I know are correct.
This product is outstanding and costs the business a fraction of paying someone's wages.
You can also use it for statement s and expenses.

Pluspunten:

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.

Minpunten:

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.

Fantastic program

Opmerkingen: Large volumes of Sales and Purchase invoices are mainly what Autoentry is used for, by educating our clients to scan invoices over in batches, the upload to autoentry is so much easier than wading through mountains of paperwork, and autoentry notifies you of any duplications.

Pluspunten:

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.

Minpunten:

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.

Ease of Use and Integration

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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

AutoEntry - Easy to Use - Saves Time

Opmerkingen: I have had a positive experience and found the software easy to install and easy to integrate with the Sage Accounting software that I use.

Pluspunten:

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.

Minpunten:

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.

Great - when it works. Poor customer service

Opmerkingen: Will vote with my subscription - looking for an alternative as we speak

Pluspunten:

When it works its great. Saves time when it works. My issue is that it only works 50% of the time

Minpunten:

We have problems monthly which is costly and time consuming as invoices are either not processed or they do not integrate. Customer service do not offer any real help. Visited their stand at Accountex to complain and was assured someone would contact me - still waiting for that call!

Does NOT save time

Opmerkingen: Not happy, don't get involved until the software gets integrated and belongs to Sage. No value for money because it DOES NOT SAVE TIME. Really disappointed.

Pluspunten:

During the first 3 months (free) of usage, everything was great! The files uploaded were processed in less than 30 minutes allowing to map them for entry into the software in close to no time. The feed to the accounting software worked very well, invoices were almost instantly published to my ledgers. I was so pleased that I refused to take on any different type of fast data entry software.

Minpunten:

A year on, there's ALWAYS a problem whenever I process the invoices. The time it takes from upload to mapping is more than 2 hours! The invoices almost never get posted straight to ledger as there's always upload issue, connection or sync problem. Always something. I've not had a smooth day at the office with AutoEntry ever since my free trial ended. Instead of saving time, it takes me extra day to process the invoices. I'd do it manually in under an hour... So why bother. Rubbish.

Great bridge between analogue and digital

Pluspunten:

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.

Minpunten:

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

the program works well but complicated to install and very lottle support from providwe

Opmerkingen: Very disapponting

Pluspunten:

the integration is efficient and works well when properly in place

Minpunten:

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

I love autoentry

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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

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

Pluspunten:

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).

Minpunten:

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.

Dependable product

Pluspunten:

E-mail forwarding of invoices makes it easy to operate this on the go. Also, the fact that it remembers what you previously categorised a similar invoice as, saves time over the long term.

Minpunten:

The expenses feature is slightly convoluted. Still haven't been able to fully understand that.

Am I missing something?

Opmerkingen: I use spreadsheets and bridging software for most client needs. Keeps it simple, and avoids the client getting in a pickle with double entry packages such as QuickBooks or Xero. No disrespect to those products at all, but they are not needed for most of my client base. All I wanted AutoEntry to do was take the scanned purchase invoices and create a spreadsheet that showed supplier name, invoice date, the net/VAT/gross split and the cost category. It can do it, but it takes twice as long as just battering through a bundle of invoices at your desk. There are too many steps, too many forced processes. Given that I tried it with a couple of pub clients, who had a tiny volume of invoices due to lockdown, I'm genuinely stumped as to how it would have coped once the trade resumes properly. Customer support was good, the product is not.

Pluspunten:

Not much, other than the fact that it stores the image of the invoice, so it can be referred to if needed once the originals have been filed away or returned to the client.

Minpunten:

It's clunky, non-intuitive and just reinforces my scepticism about systems that claim to be some kind of Holy Grail for accountants.

AutoEntry brings efficiency to clients' bookkeeping

Pluspunten:

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

Minpunten:

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.

Take the drudgery out of the data

Pluspunten:

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

Minpunten:

It often happens that there are duplicate items on an invoice