AutoEntry Pricing, Features, Reviews & Comparison of Alternatives

AutoEntry

Smart data capture for accountants & bookkeepers

4.68/5 (134 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.
ocrex.com

Pricing

Starting from
$13/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English, Arabic, Chinese (Simplified), Chinese (Traditional), Czech and 22 other languages, Danish, Dutch, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian
AutoEntry screenshot: Configuring DocuRec with Sage 50.AutoEntry screenshot: Adding users in DocuRec.AutoEntry screenshot: Configuring DocuRec with Zendesk.AutoEntry screenshot: Cloud-based DocuRec running on a Macbook Pro.

AutoEntry reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.6
  4.7
  4.5
Anonymous

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

Used daily for less than 6 months
Reviewed 2017-08-05
Review Source: GetApp

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.

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Daniel Oztekin

Convenient, accurate and time saving

Used weekly for less than 6 months
Reviewed 2017-10-05
Review Source: GetApp

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

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Scott Kennedy

Revolutionised the delivery of our bookkeeping function.

Used daily for 1-2 years
Reviewed 2017-04-26
Review Source: GetApp

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.

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Terry Peachman

Was there another way before Autoentry? Goodbye manual input!

Used daily for 6-12 months
Reviewed 2017-04-26
Review Source: GetApp

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.

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Jason Dalton MICB PM.Dip

Straight-forward simplicity

Used daily for 1-2 years
Reviewed 2017-12-11
Review Source: GetApp

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.

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AutoEntry pricing

Starting from
$13/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

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 (181 other apps)
Accounting Management (122 other apps)
Activity Dashboard (124 other apps)
Automatic Notifications (111 other apps)
Automatic Reminders (87 other apps)
Billing & Invoicing (126 other apps)
Compliance Management (87 other apps)
Customizable Reporting (97 other apps)
Data Import/Export (106 other apps)
Electronic Payments (114 other apps)
Expense Tracking (122 other apps)
Financial Analysis (85 other apps)
Invoice Management (174 other apps)
Multi-Currency (106 other apps)
Real Time Data (109 other apps)
Receiving (94 other apps)
Reporting & Statistics (137 other apps)
Third Party Integration (115 other apps)

Additional information for AutoEntry

Key features of AutoEntry

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

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