AutoEntry Erfahrungen

AutoEntry: The Key to Effortless Data Entry

Kommentare: Overall, AutoEntry has been a valuable asset for our organization. Its ability to quickly and accurately process financial documents, integration with popular accounting software, and OCR technology has greatly improved our data entry processes.

Vorteile:

As a general user of AutoEntry within my organization, I have found it to be a reliable and user-friendly tool for automating our data entry processes. One of the greatest advantages of this software is its ability to quickly and accurately process invoices, receipts, and other financial documents. This has greatly improved our efficiency and has saved a significant amount of time for our team. Additionally, the software's OCR (Optical Character Recognition) technology is highly accurate and has made it easy to extract data from various types of documents.

Nachteile:

A potential downside of using AutoEntry is that it may require some time and effort to set up the software and customize it to fit our specific needs. Also, some advanced features such as budgeting and forecasting may require additional tools or custom development.

Change how you deal with clients and your own accounts

Kommentare: Cut down on time spent on repetitive and labourious tasks to free up staff to work on higer paid tasks such as accounts preparation instead of record-keeping

Vorteile:

Easy to use New users are enthusiastic about the package Inexperienced users can make progress on data entry the package skims documents to pick up dates and amounts but also picks up on invoices where the invoice is entered twice and points out duplicates At the end of the accounts process everyone can log in and view an image of the actual invoice uploaded thereby cutting down on verbal explanations and long conversations and misunderstandings

Nachteile:

Possibly too easy to use Users sometimes click an invoice as paid which causes complications later

Provides lots of tools to automate entry of data

Vorteile:

The price point can not be beat. Provides a whole lot of value for the cost

Nachteile:

Documentation could be better. So features are more useful than others. Data extraction could be faster

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

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Automation of data entry

Kommentare: It was good but it's not perfect enough as it has some lags

Vorteile:

Simple to use and is fast to us, any person with little accounting skills can still use it

Nachteile:

The only con, on my part is for you to use the product you have to pay, I wish that sometimes it should be free

Our experience with AE

Kommentare: Excellent. Very good help desk

Vorteile:

Clear , links will in accounting products. Our staff are uploading their invoices and coding on line. Much better than paper invoices floating around.

Nachteile:

Could do with expenses being a little more clear on the page for people not frequently in AE, they have a little trouble getting used to how to do their staff expenses - but we are getting there. Also some features like when an invoice was paid by debit card or credit card. not yet available for Sage users but on the development list. Now owned by Sage I expect it will work even better with sage as time goes on.

Straight-forward simplicity

Vorteile:

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.

Nachteile:

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.

A great app but it needs a couple of tweeks

Vorteile:

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.

Nachteile:

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.

Handy app with great customer service

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

Vorteile:

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.

Nachteile:

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.

Simple to use with flexibile pricing system

Vorteile:

Great customer service and fair pricing model

Nachteile:

Sometimes isnt responsive e.g. Items sometimes don't load. Additional features would be nice such as auto-fetch. User interface could be improved.

Two days Wasted!

Kommentare: Frustrating.

Vorteile:

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

Nachteile:

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

AutoEntry Accuracy and Time Saving

Kommentare: I have realized that I don't need to pay someone to do this work . I simply spend 10 mins a day on AE and then pay everyone myself at the end of the month. The accounts have never been so tidy and up to date and I can get figures out of Sage that I know are correct.
This product is outstanding and costs the business a fraction of paying someone's wages.
You can also use it for statement s and expenses.

Vorteile:

I started using Auto Entry Last January after a member of staff left who looked after the accounts. We have about 250 purchase invoices a month and around 40 suppliers to pay so manual entry is time consuming and errors compound when statements don't tally. Any change is daunting but I was talked through the install on our main server and within a few days I was flying along. You teach to AE which account to put invoices to then it remembers. The package attaches a copy of the invoice to the line in Sage. No need for hundreds of lever arch files of purchase invoices, or searching through them to find what yo u paid for something, accounts add up for payment . I simply e mail them to AE from the main accounts e mail and to whoever placed the order so that they can be checked Any questions and there is a chat on the screen and the help sorts out any little issues in 5 mins.

Nachteile:

Occasionally there are delays in publishing the invoice through to Sage but these never last more than a few hours and by the morning everything is there , which is much faster than the manual way which sometimes took weeks.

Fantastic program

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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

Nachteile:

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

AutoEntry - Easy to Use - Saves Time

Kommentare: I have had a positive experience and found the software easy to install and easy to integrate with the Sage Accounting software that I use.

Vorteile:

As someone starting up their own Consultancy Business costs are a factor. AutoEntry means I can easily post all expense invoices. They are taken to the correct category and coded as the Sage Accounting software that I use and then synchronised automatically with Sage. That saves me time as I do not have to manually post them.

Nachteile:

When I used the duplicate invoice recognition invoices from the same supplier for different months were filtered out as duplicates. That said once I realised the issue it was easy to correct by simply disabling the function.

Great - when it works. Poor customer service

Kommentare: Will vote with my subscription - looking for an alternative as we speak

Vorteile:

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

Nachteile:

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!

Does NOT save time

Kommentare: Not happy, don't get involved until the software gets integrated and belongs to Sage. No value for money because it DOES NOT SAVE TIME. Really disappointed.

Vorteile:

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.

Nachteile:

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.

Great bridge between analogue and digital

Vorteile:

We use this system to quickly and accurately transfer paper based or PDF documents to Xero. We are long term users of Receipt Bank for purchase invoice processing where clients are interfacing with the app but use this system heavily for bank statements (where clients are unable or willing to give access to bank accounts or download .csv formats) and sales invoices. The system has an advantage over Receipt Bank for clients that require more detail on invoice processing as the system will extract data line by line if required. Support is always given quickly and accurately.

Nachteile:

We have encountered few problems with the system Pricing is always a consideration especially where your staff have got excess capacity but in my experience this is far cheaper than paying staff to do a tedious job

A life saver

Vorteile:

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

Nachteile:

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

No free trial offered

Kommentare: 100% negative

Vorteile:

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

Nachteile:

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.

Problems, Problems, Problems

Kommentare: 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.

Vorteile:

Its easy to use however it hardly works

Nachteile:

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.

A good way to speed up your accounting.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Good start- needs polishing up

Vorteile:

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

Nachteile:

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.

Auto Entry

Vorteile:

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.

Nachteile:

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!!

Vorteile:

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