AutoEntry Erfahrungen

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?

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

- 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.

I like the pricing structure, in that you are paying for what you use and not per client. I also like the fact that AE will scan in bank statements - I have clients who won't use bank feeds or allow me access to their accounts to import statements - Paper is still the way for them!!

The one thing I would like from Auto Entry is the ability to forward client emails with invoice attachments or if the client has scanned and emailed an invoice to me. I have to print off the attachment or the scanned in invoice, scan it again and then email on to auto entry, no time saving here.

An Auto Entry App would be great so that I or the client could capture the image of the document and send straight to Auto Entry (See Datamolino App)

Bank Balance reconciled to Excel and analysis can be filtered for quick work. Havent used the invoice checker yet but i know a lot do

A little slow with the having to wait for upload. A little expansive at 60c per bank page! keep running out of credit and have to add!

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.

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.

Once it has learned where things need to be posted it can make very quick work of posting invoices. Also is very accurate with bank statements (taking pdf and creating a csv from it).

Very slow upload times, connection from AutoEntry to Quickbooks can sometimes cause differences in what what entered in Auto Entry, if it can't read a bank statement there is no notification it simply just doesn't appear.

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

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.

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.

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

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

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.

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.

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.

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

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.