AutoEntry Reviews

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.

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

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?

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!

- 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.

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.

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

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.

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.

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

It often happens that there are duplicate items on an invoice

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.

The ease of use of the software is great and along with its inegration with Xero this makes AutoEntry a key piece of software for our business.

There is very little not to like about the software - there are occasional issues with the data transfer and having to reconnect to Xero but this doesnt happen often.

When it works its great.
Saves time when it works.
My issue is that it only works 50% of the time

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!

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.

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 ?

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

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

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

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

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.

Compared to others it is more accurate and remembers what you have put previously to save endless hours of repetition. The App is a fantastic tool for me and my clients. Clients are mostly amazed with the ease it makes of bookkeeping tasks. I particularly like the bank statement entry options as uploading bank statements can be a real pain without this option.

Customer services sometimes a little slow to respond, especially when you are in the middle of a large batch of documents

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

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.

Very simple to use, the data is laid out very clearly, its easy to track usage across more than one company and to find the status of any unprocessed items. The support team are very responsive and helpful. The integration to my accounting software is a big time saver.

Would be great to see more functionality in the app, currently its very simple to load documents and I'd like to be able to process them in the app too.