AutoEntry

AutoEntry

Smart data capture for accountants & bookkeepers

4.7/5 (21 avaliações)

Resumo do AutoEntry

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.

Preços

A partir de
US$ 13,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina

Idiomas

Árabe, Chinês (simplificado), Chinês (tradicional), Checo, Danês e outros 22, Holandês, Inglês, Filandês, Francês, Alemão, Hebreu, Húngaro, Indonésio, Irlandês, Italiano, Japonês, Coreano, Norueguês, Polonês, Português, Russo, Espanhol, Sueco, Taiwanês, Tailandês, Turco, Ucraniano

AutoEntry - Avaliações

Classificação geral
4.7/5
86% avaliações positivas
17
Excelente
1
Muito bom
3
Regular
0
Ruim
0
Péssimo
Daniel O.
Traduzir com Google

Convenient, accurate and time saving

Usado Semanal durante 1 a 5 meses
Avaliado em 05/10/2017
Fonte da avaliação: GetApp

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
David P.
Traduzir com Google

An excellent time saving tool, a must for all bookkeepers and accountants

Usado Diariamente durante Mais de um ano
Avaliado em 01/12/2017
Fonte da avaliação: GetApp

Vantagens

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.

Desvantagens

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?

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Tom H.
Traduzir com Google

Great bridge between analogue and digital

Usado Semanal durante 6 a 12 meses
Avaliado em 30/11/2017
Fonte da avaliação: GetApp

Vantagens

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.

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Avaliador Verificado
Traduzir com Google

Moving expenses to Quickbooks in a fast convenient way

Usado Outro durante Mais de um ano
Avaliado em 18/02/2019
Fonte da avaliação: GetApp

Vantagens

Its easy to integrate with Quickbooks. There's a lot of time saved than manually entering them. You just have to scan, enter in a few different fields, and you're done. It saves the use a lot of time. It is also very affordable compared to other competitors on the market.

Desvantagens

Everything is done manually, so even though its fast there are no shortcuts at the moment. There can sometimes be errors with the numbers that get entered into the software, but they don't happen a lot. Otherwise its a quick and easy process to upload items.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Alan B.
Traduzir com Google

Very useful timesaving tool

Usado Diariamente durante 1 a 5 meses
Avaliado em 01/08/2017
Fonte da avaliação: GetApp

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10

Preço do AutoEntry

A partir de
US$ 13,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

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.

Recursos do AutoEntry

  • Integração da contabilidade
  • Processamento de faturas

  • API
  • Análise financeira
  • Auditoria
  • Cobrança e faturamento
  • Controle de despesas
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão da contabilidade
  • Gestão de conformidade
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração de terceiros
  • Múltiplas moedas
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Painel de atividades
  • Relatórios e estatística

Mais informações sobre AutoEntry

Principais recursos do 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

Vantagens

- 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

Perguntas frequentes sobre o AutoEntry

Abaixo estão algumas perguntas frequentes sobre o AutoEntry.

P: Que tipo de planos o AutoEntry oferece?

O AutoEntry oferece os seguintes planos de pagamento:

A partir de: US$ 13,00/mês

Modelo de preços: Gratuito, Assinatura

Avaliação gratuita: Disponível

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.

P: Quais são os principais recursos do AutoEntry?

O AutoEntry oferece os seguintes recursos:

  • 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

P: Quem costuma usar o AutoEntry?

Os clientes habituais do AutoEntry são:

Autônomos, Grandes empresas, Empresas de médio porte, Pequenas empresas

P: Em que idioma o AutoEntry está?

O AutoEntry está nos seguintes idiomas:

Árabe, Chinês (simplificado), Chinês (tradicional), Checo, Danês, Holandês, Inglês, Filandês, Francês, Alemão, Hebreu, Húngaro, Indonésio, Irlandês, Italiano, Japonês, Coreano, Norueguês, Polonês, Português, Russo, Espanhol, Sueco, Taiwanês, Tailandês, Turco, Ucraniano

P: Que tipo de planos o AutoEntry oferece?

O AutoEntry tem os seguintes planos de preços:

Gratuito, Assinatura

P: O AutoEntry é compatível com disponíveis móveis?

Não temos informações sobre os dispositivos compatíveis com o AutoEntry.

P: O AutoEntry se integra com quais outros aplicativos?

O AutoEntry se integra com os seguintes aplicativos:

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

P: Que nível de suporte o AutoEntry oferece?

O AutoEntry oferece as seguintes opções de suporte:

Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo