AutoEntry

AutoEntry

Smart data capture for accountants & bookkeepers

4.7/5 (137 reviews)

AutoEntry Overview

OCREX DocuRec eliminates the need for manual data entry and takes accounting documents into the paperless realm of the computing cloud. DocuRec automatically processes and posts data from invoices and other accounting documents, verifies the accuracy of the captured data, and updates integrated accounting applications. DocuRec lets users view and edit data extracted from imported document in real-time.

DocuRec helps users quickly enter data into accounting applications. DocuRec automates the process. DocuRec currently has integrations for Xero, Sage 50, Quickbooks, Kashflow and Fuzemetrix. From DocuRec’s interface, users can integrate incoming documents with corresponding account folders. DocuRec can intelligently route to one or more accounting applications, automatically, allowing the app to fit into a variety of workflows.

OCREX DocuRec features a number of collaborative features which enable bookkeepers, accounting partners, and other stakeholders to securely collaborate on scanned documents. DocuRec also features email integration, allowing documents that have been scanned into DocuRec can be emailed to clients and other recipients.

DocuRec works as a Web-based application inside any browser.

Pricing

Starting from
$13.00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 22 others, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

AutoEntry Reviews

Overall rating
4.7/5
97% positive reviews
98
Excellent
35
Very good
4
Average
0
Poor
0
Terrible
Verified Reviewer

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

Used Daily for 1-5 months
Reviewed on 8/5/2017
Review Source: GetApp

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10
Daniel O.

Convenient, accurate and time saving

Used Weekly for 1-5 months
Reviewed on 10/5/2017
Review Source: GetApp

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Scott K.

Revolutionised the delivery of our bookkeeping function.

Used Daily for 1+ year
Reviewed on 4/26/2017
Review Source: GetApp

Pros

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.

Cons

Sometimes there can be small rounding issues with invoices when Xero is calculating the VAT on the invoice.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Terry P.

Was there another way before Autoentry? Goodbye manual input!

Used Daily for 6-12 months
Reviewed on 4/26/2017
Review Source: GetApp

Pros

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.

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jason D.

Straight-forward simplicity

Used Daily for 1+ year
Reviewed on 12/11/2017
Review Source: GetApp

Pros

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.

Cons

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.

Rating breakdown

Ease of Use

Likelihood to recommend

7.0/10

AutoEntry Pricing

Starting from
$13.00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Bronze: $13 per month, 50 credits
Silver: $24 per month, 100 credits
Gold: $44 per month, 200 credits
Platinum: $98 per month, 500 credits
Contact OCREX for a quote on enterprise volumes.

AutoEntry Features

  • Accounting Integration
  • Invoice Processing

  • API
  • Accounting Management
  • Activity Dashboard
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Multi-Currency
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for AutoEntry

Key features of AutoEntry

  • Ability to capture line items
  • Accounting Integration
  • Accuracy verified data extraction
  • Customer Accounts
  • Data Extraction
  • Data security
  • Dedicated email
  • Document Imaging
  • Document Review
  • Document Storage
  • Document storage
  • Email Integration
  • Excel & CSV exports
  • Multiple companies, one subscription (No Wastage)
  • Seamless integration
  • Secure Data Storage
  • Smart analysis
  • Support & training
  • Web Integration

Benefits

- Automatically capture key invoice information including tax summaries and line items with verified accuracy

- Integrates with accounts software including Xero, QuickBooks Online, Kashflow, Sage 50, Sage One and others

- Have as many companies and users as you like taking from one subscription so you are not wasting credits or paying for extras.

- Smart Analysis means AutoEntry remembers how you analyze and process invoices and receipts

- AutoEntry doesn't charge per company or for extra users and your monthly credits roll over for 3 months

- AutoEntry provides for both company users, bookkeepers and accountants to seamless work together, at no extra cost

- Use the Archive as your filing cabinet. It will store images of all of your documents for as long as you need

- Data encryption, intrusion detection, server fail-over protection, real-time backups and more

- Live support available to all users through real-time chat and by phone

AutoEntry FAQs

Below are some frequently asked questions for AutoEntry.

Q. What type of pricing plans does AutoEntry offer?

AutoEntry offers the following pricing plans:

Starting from: $13.00/month

Pricing model: Free, Subscription

Free Trial: Available

Bronze: $13 per month, 50 credits
Silver: $24 per month, 100 credits
Gold: $44 per month, 200 credits
Platinum: $98 per month, 500 credits
Contact OCREX for a quote on enterprise volumes.

Q. What are the main features of AutoEntry?

AutoEntry offers the following features:

  • Ability to capture line items
  • Accounting Integration
  • Accuracy verified data extraction
  • Customer Accounts
  • Data Extraction
  • Data security
  • Dedicated email
  • Document Imaging
  • Document Review
  • Document Storage
  • Document storage
  • Email Integration
  • Excel & CSV exports
  • Multiple companies, one subscription (No Wastage)
  • Seamless integration
  • Secure Data Storage
  • Smart analysis
  • Support & training
  • Web Integration

Q. Who are the typical users of AutoEntry?

AutoEntry has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does AutoEntry support?

AutoEntry supports the following languages:

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

Q. What type of pricing plans does AutoEntry offer?

AutoEntry has the following pricing plans:

Free, Subscription

Q. Does AutoEntry support mobile devices?

We do not have any information about what devices AutoEntry supports

Q. What other apps does AutoEntry integrate with?

AutoEntry integrates with the following applications:

Clear Books Accounting, KashFlow, MYOB Essentials, QuickBooks, QuickBooks Online, QuickBooks Online, Sage 50cloud, Sage One - U.S., Xero, Xero

Q. What level of support does AutoEntry offer?

AutoEntry offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials