AutoEntry

4.4 (224)
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Eliminate manual data entry from accounting.

Overall rating

4.4 /5
(224)
Value for Money
4.3/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.4/5

91%
recommended this app
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224 Reviews

Anoop
Anoop
Overall rating
  • Industry: Financial Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Just a highly recommended efficent add on, an easy, quick & reliable win

Reviewed on 2017/04/26

Pros

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!

Cons

Expenses module not fantastic - would use Expensify for this all day long
Uses quite a lot of credits fro scanning bank statements

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Good pricing structure and features, but could do with more development

Reviewed on 2017/08/05

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.

Ken
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Time saving promisses, time wasting results

Reviewed on 2022/08/17

I have been using AutoEntry for over 2 years hoping that the longer I used it the easier it would...

I have been using AutoEntry for over 2 years hoping that the longer I used it the easier it would be to use. This is not the case. It is a rare occurrence when I can go through a short stack of processed invoices without having to open up support chat and request help or a complete reprocessing of a document. Correcting small discrepancies is a clunky process that requires moving your hands back and forth from the keyboard to the mouse several times for each line. Occasionally a document is so poorly processed that the data is fabricated to manipulate the numbers and force a balanced transaction. It would seem that documents are run through OCR with human assistance. For what ever reason this combination produces a grab bag of unpredictable results and it seems to be getting worse over the last few months. I was hoping AutoEntry would save me time but I it has done exactly the opposite.

Pros

Once I correct the regular invoice inaccuracies in the user interface AutoEntry exports to QuickBooks Online well. Product mapping is easy when it works.

Cons

About 2 out of 3 invoices with line items processed have some level of inaccuracy. There is an "automatically post" option that I would NEVER turn on if you care about having accurate data, cost centers, or inventory.

David
David
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An excellent time saving tool, a must for all bookkeepers and accountants

Reviewed on 2017/12/01

Pros

Will OCR sales and purchase invoices and bank statements

Easy to understand the interface and get going

Clients love the simplicity of it, as there is nothing for them to do but take a pic on their phone.

Cons

Could do with some further development to start to be able to process email text invoices.

We have to manually send their invoices back to their system for processing, surely this could be automated?

Martin
Martin
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

AutoEntry Support

Reviewed on 2020/07/09

Overall all good.

Overall all good.

Pros

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.

Cons

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!

Chris
Chris
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

AutoEntry

Reviewed on 2021/02/15

Moving to AutoEntry at the start of the first lockdown and WFH has enabled me to continue to...

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.

Pros

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.

Cons

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

Alexander
Alexander
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Professional's Product Of Choice For Sobell Rhodes LLP

Reviewed on 2017/11/30

Pros

- AutoEntry is easy to setup and use.
- Our staff required very little initial training to get going.
- Our clients love saving time and money with less data entry.
- Excellent 3rd party integration options.

Cons

- The support can sometimes be very delayed and unresponsive.
- Although individual uploads are relatively inexpensive, costs can be blind and rack up quickly if you do not make use of the statements and billing features.
- Processing times can vary between 2-5 hours and you will not know in advance exactly how long it will take.

David
David
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Part of a rane of tools to remove the routine tasks

Reviewed on 2017/08/01

Pros

I really like the way clients can email supplier invoices to a separate address, then I get a notification and after quick review they are posted direct to accounting software (Sage in my case but works with most.

I first used the product when it was a bank reconciliation tools but it has developed so much now and has helped me save time which I can better use on other activities to benefit my clients.

Cons

Setting up a new client is not intuitive, a wizard based system may be better to ensure no steps are missed.

Zakee
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good start- needs polishing up

Reviewed on 2017/11/30

Pros

Pretty easy to use after you get the hang of it.
Not badly priced compared to similar software.
Excellent customer support.

Cons

Processing time is a bit long sometimes as long as 24 hours.
Uploads purchase invoice doesn't allow to export to excel.
Very difficult finding the statement as doesnt sort them properly.

Ahmed
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Take the drudgery out of the data

Reviewed on 2022/12/22

Pros

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

Cons

It often happens that there are duplicate items on an invoice

Michael
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Published Supplier invoices not attaching in Sage One

Reviewed on 2024/02/20

Started off well, until published supplier invoices stopped attaching in Sage One

Started off well, until published supplier invoices stopped attaching in Sage One

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 Prepare

Reasons for Switching to AutoEntry

I have moved back to Dext Prepare because of the above unresolved problem.
Scott
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Revolutionised the delivery of our bookkeeping function.

Reviewed on 2017/04/26

Pros

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.

Cons

Sometimes there can be small rounding issues with invoices when Xero is calculating the VAT on the invoice.

Tori
Overall rating
  • Industry: Civil Engineering
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

[SENSITIVE CONTENT HIDDEN] - Excellent advisor

Reviewed on 2020/09/29

[SENSITIVE CONTENT HIDDEN] is always on hand to help with any issues I have within minutes of...

[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.

Pros

It is very easy to use and saves alot of data entry time.

Cons

working remotely isnt always as smooth as I would have hoped.

Hiten
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Huge time saver on entry and reduced purchase invoice duplication and errors

Reviewed on 2020/08/11

Overall, hugely improved the supplier invoice process, easy to use.
Resolved duplicate invoices...

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.

Pros

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.

Cons

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.

Marie
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Auto Entry

Reviewed on 2021/02/16

Pros

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.

Cons

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.

Liz
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Customer Support

Reviewed on 2020/08/04

I am able to remotely work as all invoices are able to be loaded for me to see.

I am able to remotely work as all invoices are able to be loaded for me to see.

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.

Ajay
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Ease of Use - Autoentry

Reviewed on 2020/12/29

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

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

Pros

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.

Cons

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

Nicola
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Brilliant - Glad I took the plunge

Reviewed on 2021/01/20

Brilliant customer service, the online chat people are outstanding and have never failed to help me...

Brilliant customer service, the online chat people are outstanding and have never failed to help me when I am stuck/ confused. Very very quick service on questions
Transformed my bookkeeping part of the business.
I love it

Pros

The time it saves me. Yes, I had to concentrate when I was originally using it, but within a few days I was feeling confident. I asked questions and customer support were so helpful.

Cons

The help articles are brilliant when I get stuck

serge
Overall rating
  • Industry: Food & Beverages
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

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

Reviewed on 2020/12/16

Very disapponting

Very disapponting

Pros

the integration is efficient and works well when properly in place

Cons

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

Sophie
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I love autoentry

Reviewed on 2020/12/07

I use auto entry every day as i use it to do clients bookkeeping. The client uploads onto auto...

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.

Pros

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

Cons

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

Melissa
Overall rating
  • Industry: Automotive
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Problems, Problems, Problems

Reviewed on 2021/07/01

Does not sync, always crashes , looses supplier accounts, every time you speak to someone on the...

Does not sync, always crashes , looses supplier accounts, every time you speak to someone on the chat even though the same issue happens week in week out you always get a different response. Never resolved. Its been 3 weeks now its not worked.
If you want to keep your accounts up to date don't use auto entry.
Support never resolve the issue.

Pros

Its easy to use however it hardly works

Cons

Does not sync, always crashes , looses supplier accounts, every time you speak to someone on the chat even though the same issue happens week in week out you always get a different response. Never resolved. Its been 3 weeks now its not worked.
If you want to keep your accounts up to date don't use auto entry.

Thomas
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Autoentry

Reviewed on 2023/06/24

Pros

The ease of uploading bank statements for data extraction

Cons

The inability to purchase credits in bulk

David
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Am I missing something?

Reviewed on 2021/03/30

I use spreadsheets and bridging software for most client needs. Keeps it simple, and avoids the...

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.

Pros

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.

Cons

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

Zoe
Zoe
Overall rating
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Auto Entry

Reviewed on 2017/08/02

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.

Verified Reviewer
Overall rating
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Xero Is Great!!

Reviewed on 2017/12/20

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