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.

Provides lots of tools to automate entry of data

Pluspunten:

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

Minpunten:

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

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.

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.

A real time saver

Pluspunten:

I like the pricing structure, in that you are paying for what you use and not per client. I also like the fact that AE will scan in bank statements - I have clients who won't use bank feeds or allow me access to their accounts to import statements - Paper is still the way for them!!

Minpunten:

The one thing I would like from Auto Entry is the ability to forward client emails with invoice attachments or if the client has scanned and emailed an invoice to me. I have to print off the attachment or the scanned in invoice, scan it again and then email on to auto entry, no time saving here. An Auto Entry App would be great so that I or the client could capture the image of the document and send straight to Auto Entry (See Datamolino App)

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.

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

Saves Time

Opmerkingen: As an accounting professional, I use AutoEntry specifically for clean-ups and for clients that have bank accounts that don't connect directly to the accounting software. It cuts the hours that it takes to enter a large volume of transactions to a fraction of what it would be otherwise. It's also very affordable. I like that I can subscribe to a certain amount of credits each month or I can purchase just the amount that I need.

Pluspunten:

I'm able to take a stack of bank statements and upload them all very quickly and then come back in an hour or so and it's all ready to download in a csv that I can then upload directly to the accounting software. This makes it easy to add everything to the accounting software and saves me so much time.

Minpunten:

Nothing, I love this software for the specific purpose that it serves and I can't think of anything that I would add or change.

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 ?

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!

Good, but could do with improvement

Pluspunten:

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).

Minpunten:

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.

Still having issues with the App

Opmerkingen: There is an issue with load receipts via the App. There’s are never processed on the app even if they have been which means you have a screen full of processing receipts / invoices. All customer support can suggest is to delete and reinstall the app. It’s been on going for months.

Pluspunten:

Quick and easy to upload receipts and invoices.

Minpunten:

No customer support. No help at all If you have an problem

A life saver

Pluspunten:

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

Minpunten:

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

No free trial offered

Opmerkingen: 100% negative

Pluspunten:

Auto entry was not able to work with inventory or departmental accounting.

Minpunten:

I have several businesses with different needs and I was never offered a free trial, however, when I finally accepted the sales call, they would not let me off the call until my card was processed for payment. Then when I tried the system and it did not work for my customers, I am still waiting for my credit. I expected immediate upload of documents, however that is not the case. Training is a week apart.

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.

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.

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