AutoEntry Reviews

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

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.

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

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.

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!

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.

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?

- 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.

- 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.

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.

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

East to send documents - works brilliantly with Xero.
Easy for clients and their staff and for me and other bookkeepers in the practice to all use.

The webchat feature for assistance is not great and there isn't a direct "contact support" button which would make contacting support really easy.

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

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

The development team is very helpful, customised accordind to business

the images are blurry sometimes and the system is down and does not post invoices on sage right away

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

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.

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

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.

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.

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.

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.

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.

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.

the integration is efficient and works well when properly in place

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

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

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

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).

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.

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.

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

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

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.

Autoentry has transformed our outsourced bookkeeping and accounting services. Customer support from the Autoentry team is excellent

It replaces data entry clerk. AutoEntry enters each item, price and quantity. It helps to keep track of job costing, materials use and etc. Manual entering all our invoices used to take 2 hours daily, plus at the end of the month a few invoices would be missing for each supplier due to human factor. With AutoEntry monthly suppliers statements reconciliation takes a few minutes.

I would like to be able to enter purchase orders and apply invoices toward the po-s.

AutoEntry has really improved our efficiency – the pricing structure is good as you only pay for what you use across all clients, brilliant for seasonal clients with peaks and troughs in activity. One of the best features is that you can upload bank statements and access them in various file types including csv. I have recommended it to all clients for the time savings alone.

Would be handy to have a pricing plan below Bronze for the very small companies who may only have a few invoices per month