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

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.

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

Good at Posting into Sage 50 Accounts

Opmerkingen: even when we have to manually put the order number in before we publish, it is still saving time.

Pluspunten:

AutoEntry attaches the invoice in to Sage. the chat is very responsive and friendly.

Minpunten:

It does not automate if you need your order number in Sage. It is a lot more expensive than the competitor.

best software, I would say try it , once.

Opmerkingen: I am glad to use it, save lot time .

Pluspunten:

some future not there , like undo invoice, soon you chat with help team, they sort it straight away. I won't say any pros

Minpunten:

expensive , worth to buy. it will better if 9 pounds 200 Invoice

I use it daily... I couldnt be without it

Opmerkingen: I love it I actually hadn't realised how much I needed something like AutoEntry.

Pluspunten:

I love that it tells me where there are gaps in my data. It means I don't have to sift through bank statements to look for missing data. It is quick too. Customer services have been amazing and the training is exceptional.

Minpunten:

I hadn't realised I would use it so much and it would cost as much as it does. It is still really reasonable in the grand scheme of things.

A good way to speed up your accounting.

Opmerkingen: Generally a very good piece of software that has saved me a lot of time, and especially helped with the move to Making Tax Digital for our VAT returns.

Pluspunten:

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.

Minpunten:

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

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

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.

Good Product / Saves Time

Opmerkingen: Overall happy with product, we are a small business and it definitely saves time ...

Pluspunten:

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.

Minpunten:

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 ?

Using AutoEntry for Payables - New user of this Program

Opmerkingen: I expect to save a substantial amount of time and money, having AutoEntry reduce my need to enter the detail. It will free up my time to grow my business and make more money. In today's economy this will help!

Pluspunten:

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!

Minpunten:

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.

AutoEntry

Opmerkingen: Moving to AutoEntry at the start of the first lockdown and WFH has enabled me to continue to process supplier invoices a lot easier than the previous manual processing in the office.

Pluspunten:

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.

Minpunten:

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

Ease of Use - Autoentry

Opmerkingen: Auto entry allows me to have more free time using their software as data entry becomes a lot faster.

Pluspunten:

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.

Minpunten:

As with all software, there seems to be small amounts of bugs in the integration between autoentry and Sage which are being dealt with.

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

AutoEntry

Pluspunten:

Very easy to set up and use. The turnaround time for processing is superb and we have used it for many months and we intend to expand our usage and recommend to our clients. It saves time and money and I am happy to recommend this product to everyone.

Minpunten:

Some time is not very easy to identify uploaded files. This is a minor problem though. I do not have any other specific cons to the product.

Excellent, easy to use software, massive help to the business.

Pluspunten:

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.

Minpunten:

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.

Moving expenses to Quickbooks in a fast convenient way

Pluspunten:

Its easy to integrate with Quickbooks. There's a lot of time saved than manually entering them. You just have to scan, enter in a few different fields, and you're done. It saves the use a lot of time. It is also very affordable compared to other competitors on the market.

Minpunten:

Everything is done manually, so even though its fast there are no shortcuts at the moment. There can sometimes be errors with the numbers that get entered into the software, but they don't happen a lot. Otherwise its a quick and easy process to upload items.

Game changing product but very slow response to customer queries

Pluspunten:

1) All round ease of use and beautiful UI 2) The fact a scan of documents is stored for quick access

Minpunten:

1) Customer service is extremely slow, response times to the web chat are sometimes days or weeks 2) Integration to Sage 50 seems to have some intermittant drops requiring reintegration

Excellent product

Pluspunten:

Easy to use Very accurate - not many errors Saves so much time Good customer support Perfect for an accountancy practice helping clients

Minpunten:

No warnings about credit usage, quite often only get the reminder that credits are low when the credits have gone Nothing else

Good and easy to use system

Pluspunten:

user friendly Speedy service time saving one stop shop service friend staff working with Xero system smoothly

Minpunten:

Some time duplicate invoices in our system, let's say 10% chances. Need to provide standard training documents.

Very quick and helpful service

Opmerkingen: I had a very helpful experience with [SENSITIVE CONTENT] - very helpful

Pluspunten:

Very helpful staff - very helpful to see the invoice

Minpunten:

Sometimes takes a while to upload from the app