Avaliações do AutoEntry

Convenient, accurate and time saving

Vantagens:

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

Desvantagens:

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.

Good at Posting into Sage 50 Accounts

Comentários: even when we have to manually put the order number in before we publish, it is still saving time.

Vantagens:

AutoEntry attaches the invoice in to Sage. the chat is very responsive and friendly.

Desvantagens:

It does not automate if you need your order number in Sage. It is a lot more expensive than the competitor.

Bad

Comentários: Rubbish.

Vantagens:

Nothing, it's rubbish. I have detailed why in my "cons" answer.

Desvantagens:

Everything. It is SO slow, it doesn't have the option to code to "projects" for Sage One and when I asked the team if they had that option they just said "no" and haven't added that feature. There is a software that isn't part of Sage which you can link to Sage which has this feature so why can't the people who actually made Sage and Autoentry have this option?? Doesn't make sense and seems kind of lazy to me.

best software, I would say try it , once.

Comentários: I am glad to use it, save lot time .

Vantagens:

some future not there , like undo invoice, soon you chat with help team, they sort it straight away. I won't say any pros

Desvantagens:

expensive , worth to buy. it will better if 9 pounds 200 Invoice

I use it daily... I couldnt be without it

Comentários: I love it I actually hadn't realised how much I needed something like AutoEntry.

Vantagens:

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.

Desvantagens:

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.

Two days Wasted!

Comentários: Frustrating.

Vantagens:

What? That is it - I have nothing say that is good.

Desvantagens:

I am new - Two days later, over 8 hours on chat support and it is still not working.

Paperless entry

Comentários: Accuracy is ensured, reduced admin time and seamless integration to cloud accounting, this is awesome.I have had the previllage of meeting the team, I trust the brand, product and people.

Vantagens:

I work with clients that deal with PDF and hard copy bank statements, my accountants are reduced to data capturing for hours, the seamless upload of these documents and bulk import/Integration to accounting systems save so much time and afford them to do what they do best: produce vital financial information to business in time.

Desvantagens:

The billing method: credits.In an ideal world this is great, my Account clients deal with clients that have huge amounts of PDF and print outs which prove to be more expensive for them to render thier service.

Was there another way before Autoentry? Goodbye manual input!

Vantagens:

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.

Desvantagens:

None at all. ... but I did have to invest in a better scanner to cope with the volume I am now putting through Autoentry!

Straight-forward simplicity

Vantagens:

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.

Desvantagens:

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.

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

Vantagens:

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!

Desvantagens:

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

Handy app with great customer service

Comentários: Fantastic customer services. I like the layout and the features (when they work).

Vantagens:

Autoentry connects to Freeagent which is really useful. I can turn items sent into me into invoices which I've not seen before and I think they've got their pricing strategy right.

Desvantagens:

The 'autofetch' document search... whereby the system is supposed to go into suppliers, and pull out any invoices hasn't been working for me, so for this reason (which was the critical reason what I signed up as I wanted that automation and time saving function), I have since paused our subscription. I don't bame the software, I think it may be the suppliers website. Eitherway, its not working for me.

Same service issues every month please address the issues and guarantee stability with your software

Comentários: 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.

Vantagens:

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

Desvantagens:

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.

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

Vantagens:

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.

Desvantagens:

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.

Take the drudgery out of the data

Vantagens:

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

Desvantagens:

It often happens that there are duplicate items on an invoice

Brilliant

Comentários: 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

Vantagens:

Easy to use and teach clients Integrates smoothly with the other I use

Desvantagens:

Has most desired features Easy to use Doesnt always integrate well with Sage desktop

Excellent, easy to use software, massive help to the business.

Vantagens:

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.

Desvantagens:

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.

Fantastic program

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Ease of Use and Integration

Comentários: 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.

Vantagens:

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

Desvantagens:

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

A good way to speed up your accounting.

Comentários: 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.

Vantagens:

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.

Desvantagens:

Sometimes the upload of photos of receipts through the app from my phone doesn't work. It can be very hit and miss.

Auto Entry

Vantagens:

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.

Desvantagens:

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.

Xero Is Great!!

Vantagens:

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

Using AutoEntry for Payables - New user of this Program

Comentários: 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!

Vantagens:

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!

Desvantagens:

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.

Customer Support

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

Vantagens:

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.

Desvantagens:

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.

Very useful timesaving tool

Vantagens:

Autoentry integrates very well with our Accounting System, Xero, and we have it set up so suppliers can directly email their invoices to autoentry. Eliminates a lot of manual admin time, Supplier Information is automatically linked to Xero which provides default coding. We also use another app to route invoices for approval which automates the whole process.

Desvantagens:

Sometimes it seems to take a long time (several hours) for invoices to be loaded into autoentry after submission

Marvelous user friendly app!

Vantagens:

Very easy to use fantastic little app for bookkeepers/accountants like me. Bank statements are processed quickly and are usually accurate, saving me many hours that I would rather spend analysing transactions instead of manually typing them. Goodbye manual input!

Desvantagens:

When converting bank statements, there are occasional incorrect figures. However this is very rare and forgivable. The pros of time-saving still outweigh this con.