En savoir plus sur AutoEntry
Plateforme mobile et cloud de saisie automatique de données qui permet aux utilisateurs de télécharger des documents, d'extraire des données, de publier automatiquement, etc.En savoir plus sur AutoEntry
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Convenient, accurate and time saving
We have been using Auto Entry as a firm for a couple of months and we’re really impressed at how much time it can save, level of accuracy and convenience. As a medium sized accountancy firm we are always looking at options to save labour hours inputting data and so far it is a good inexpensive solution. Purchase invoices are easy to process, we mostly upload all the invoices we want to process as one PDF and leave Auto Entry to process them, but there are options to process multi-page PDFs and more detailed breakdown. It will read the Date, Supplier name, and amounts, net of VAT and gross including it. When Auto Entry and QuickBooks are linked up, all the Suppliers, Customers and the Chart of Accounts are linked, to the supplier account and relevant nominal can be selected from a drop down, which Auto Entry remembers going forward. You can ‘’Approve’’ invoices that are ready to import and sync up with QuickBooks. Sales work very similar to Purchases. Bank statements are processed quickly and are usually accurate, saving us many hours that our staff would have to spend manually summarising. The files at the end can then be either downloaded as an excel file or imported into QuickBooks. In terms of chargeable time it is inexpensive, freeing up time to work on other tasks. When we first tried out Auto Entry, there is a chat box and the bottom right that lets you know what advisors are active at that time. They were very helpful at the start when navigating it. - On behalf of Jerroms
Occasionally a figure may be incorrect when converting bank statements, however this is very rare. Sometimes a duplicate items on an invoice may occur when processing purchase or sales invoices, Again quite rare.
Change how you deal with clients and your own accounts
Commentaires : 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
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
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
Commentaires : 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.
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
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.
Excellent expense capturing ssytem
Commentaires : Quick and efficient data capturing.
The ease of use. Just take out your phone, open the app, take a photo and submit. Then the invoice is on the system ready to be approved and to be imported into the accounting system.
Sometimes the synchronizing with the accounting system is not working and had to be reset.
Our experience with AE
Commentaires : Excellent. Very good help desk
Clear , links will in accounting products. Our staff are uploading their invoices and coding on line. Much better than paper invoices floating around.
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.
Good at Posting into Sage 50 Accounts
Commentaires : even when we have to manually put the order number in before we publish, it is still saving time.
AutoEntry attaches the invoice in to Sage. the chat is very responsive and friendly.
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.
Commentaires : I am glad to use it, save lot time .
some future not there , like undo invoice, soon you chat with help team, they sort it straight away. I won't say any pros
expensive , worth to buy. it will better if 9 pounds 200 Invoice
I use it daily... I couldnt be without it
Commentaires : I love it I actually hadn't realised how much I needed something like AutoEntry.
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.
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.
Commentaires : 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.
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.
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.
Customer Service is Ace
Commentaires : was a bit hesitant and kept on checking every finer details - but soon gave that up!!
very clever and reasonable although we haven't started to pay for it yet - as still on free trial
nothing as yet, still in the process of trying all the modules out
Good pricing structure and features, but could do with more development
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.
Commentaires : Have been using Autoentry for about six years and now work much more accurately and efficiently. Find it very easy to use and the support is always very good when issues arise. Took on additional clients as a result of the time savings gained
Easy to use and teach clients Integrates smoothly with the other I use
Has most desired features Easy to use Doesnt always integrate well with Sage desktop
AutoEntry for Supplier Invoices Input
Commentaires : There are some behaviours you need to learn to get the best out of it but generally few issues. Very intuitive and love the fact that company adopts a consistent approach i.e. if it works why mess with it and upset happy users.
Easy to use and multi platform via internet Browser. Very good on Apple iPad, Mac and Windows 10
Would recommend that the document rejection process is improved as it is difficult to quickly check what went wrong or to say download all rejected documents for re review
Revolutionised the delivery of our bookkeeping function.
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.
Was there another way before Autoentry? Goodbye manual input!
An intuitive product that delivers what is says - sales invoices, purchase invoices and bank statements seamlessly delivered into the accounting product (Quickbooks Online) in super fast time. The access rights are very flexible meaning we can work with clients who we also set up to use it and the recently added App makes it even easier for them. Its 'Pay As You Go' pricing structure is extremely attractive, with every useage credit available across all clients so there is never money wasted on unused capacity - unlike other similar products. Efficient, inexpensive, consistent and reliable, all backed by great support - I wonder how I managed without it.
None at all. ... but I did have to invest in a better scanner to cope with the volume I am now putting through Autoentry!
[SENSITIVE CONTENT HIDDEN] - Excellent advisor
[SENSITIVE CONTENT HIDDEN] is always on hand to help with any issues I have within minutes of asking for help.
Nothing is too much trouble and she ensures all queries are sorted efficiently.
It is very easy to use and saves alot of data entry time.
working remotely isnt always as smooth as I would have hoped.
Ease of Use and Integration
Commentaires : 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.
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
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
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.
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.
Huge time saver on entry and reduced purchase invoice duplication and errors
Overall, hugely improved the supplier invoice process, easy to use.
Resolved duplicate invoices being entered and saved the company time and money.
Massive time saver on employee expenses entry as each individual submits their own expense and is easy to check and approve.
Integration with sage was seamless, setting up myself was a doddle and customer service is great as issues get resolved quickly. Huge time saver as we no longer have to use sage batches and also didn't need to have a separate screen to view the PDF invoices on entry as it's all in one screen on autoentry. One of the best features is viewing the invoice directly on sage using the onedrive link. Before this, we had to search the supplier repository on the server. It also helped reduce errors as it detects duplicates, autodetects the supplier and has a learning feature too.
Can be slow at times and if not used for a few days, the service needs to be restarted. This results in invoices getting stuck until the service is refreshed, however as long as it's used constantly this can be avoided.
Good Product / Saves Time
Commentaires : Overall happy with product, we are a small business and it definitely saves time ...
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.
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 ?
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.
Just a highly recommended efficent add on, an easy, quick & reliable win
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
Using AutoEntry for Payables - New user of this Program
Commentaires : 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!
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!
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.
Commentaires : I am able to remotely work as all invoices are able to be loaded for me to see.
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.
Commentaires : Overall all good.
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!