# Page 3 | AutoEntry Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is AutoEntry the right Billing and Invoicing solution for you? Explore 227 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/227227/AutoEntry/reviews --- AutoEntry 4.4 (227) [View alternatives](https://www.capterra.com/p/227227/AutoEntry/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of AutoEntry ## Showing most helpful reviews Showing 51-75 of 227 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Haresh P. Senior Accountant Accounting Used the software for: Less than 6 months ### "Excellent, easy to use software, massive help to the business." August 1, 2017 5.0 Pros It is a very simple to use. I would go as far as to say you don't even need the training webinar! But do watch it as I only use AutoEntry for bank statements conversion. A lot of our clients send their bank statements in a pdf format but with AutoEntry we can convert these into CSV files in less than a day! We then upload them onto our accounting software which is much quicker than entering every transaction. I would recommend this to everyone. Cons Pages that are not bank statements are charged to remove. This is not a big issue but monthly bank statements usually have a cover page at the beginning and a fines page at the end. Over time this will accumulate. Maybe this charge can be removed in the future. Review Source CR Claire R. Bookkeeper Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Great - when it works. Poor customer service" June 15, 2022 2.0 Will vote with my subscription - looking for an alternative as we speak Pros When it works its great. Saves time when it works. My issue is that it only works 50% of the time Cons 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! Review Source SC S-J C. Senior Bookkeeper Accounting Used the software for: 6-12 months ### "Fantastic program" June 10, 2021 4.0 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. Pros 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. Cons 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. Reason for choosing AutoEntry In a previous position I had the opportunity to use Ocrex and found it easy to use, now Ocrex has been taken over by Autoentry and improved on the original program the free trial was something not to be missed, which we have now exceeded and continue to use Autoentry where ever it can save the company time and money. Customer help chat is also very easy and the team members that I have been in contact with have been very helpful in sorting out any glitches usually within minutes. Review Source Stephan L. Accountant Accounting Used the software for: 6-12 months ### "Excellent expense capturing ssytem" September 14, 2021 4.0 Quick and efficient data capturing. Pros 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. Cons Sometimes the synchronizing with the accounting system is not working and had to be reset. Review Source TR Tom R. Accountant Civil Engineering Used the software for: 6-12 months ### "Ease of Use and Integration" July 3, 2020 5.0 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. Pros 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 Cons 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 Reason for choosing AutoEntry The cost of the product and it's ease of use made AutoEntry the obvious choice Review Source DE David E. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Good Product / Saves Time " December 14, 2020 4.0 Overall happy with product, we are a small business and it definitely saves time ... Pros Ease of use and deployment are definitely the best features. It saves me a lot of time and attaches a copy image of every invoice to the accounts package. I currently use Sage and the integration has been pretty faultless. Even when you do bump into an issue (which I have had a couple) the team are quick and helpful to get it sorted. Cons It can sometimes struggle with 1's and I's on invoice numbers which can be problematic, other quirks can be having to constantly force an accounts package sync update when you have changed something in your accounting software, this would be best done at every sign in ? Review Source IH Iain H. Director Retail Used the software for: 1-2 years ### "A good way to speed up your accounting." November 15, 2022 4.0 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. Pros 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. Cons Sometimes the upload of photos of receipts through the app from my phone doesn't work. It can be very hit and miss. Review Source VR Verified Reviewer Used the software for: 6-12 months ### "Excellent product" June 15, 2017 5.0 Pros Easy to use Very accurate - not many errors Saves so much time Good customer support Perfect for an accountancy practice helping clients Cons No warnings about credit usage, quite often only get the reminder that credits are low when the credits have gone Nothing else Review Source Zoe D. Assistant Business Services Manager Accounting Used the software for: Less than 6 months ### "Auto Entry" August 2, 2017 5.0 Pros 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. Cons 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. Review Source CS Chris S. Accountant Accounting Used the software for: 2+ years ### "AutoEntry for Supplier Invoices Input" July 15, 2020 5.0 There are some behaviours you need to learn to get the best out of it but generally few issues. Very intuitive and love the fact that company adopts a consistent approach i.e. if it works why mess with it and upset happy users. Pros Easy to use and multi platform via internet Browser. Very good on Apple iPad, Mac and Windows 10 Cons Would recommend that the document rejection process is improved as it is difficult to quickly check what went wrong or to say download all rejected documents for re review Reason for choosing AutoEntry Works well particularly with all Sage products, QuickBooks and Xero Review Source VR Verified Reviewer Used the software for: 6-12 months ### "Xero Is Great!!" December 20, 2017 5.0 Pros 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 Review Source Bo W. Managing Director Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Good and easy to use system" December 4, 2017 5.0 Pros user friendly Speedy service time saving one stop shop service friend staff working with Xero system smoothly Cons Some time duplicate invoices in our system, let's say 10% chances. Need to provide standard training documents. Review Source DK Debra K. Office Manager Construction Used the software for: Less than 6 months ### "Two days Wasted!" September 23, 2022 1.0 Frustrating. Pros What? That is it - I have nothing say that is good. Cons I am new - Two days later, over 8 hours on chat support and it is still not working. Alternatives considered [Dext](https://www.capterra.com/p/160189/Dext/) Reason for choosing AutoEntry Because it was suppose to work with Sage - but I guess not now. Switched from [Dext](https://www.capterra.com/p/160189/Dext/) Different Accounting Software Review Source TB Teresa B. CEO Accounting Used the software for: Less than 6 months ### "Using AutoEntry for Payables - New user of this Program" July 13, 2020 4.0 I expect to save a substantial amount of time and money, having AutoEntry reduce my need to enter the detail. It will free up my time to grow my business and make more money. In today's economy this will help! Pros I loved the customer service. I'm new to the product and tried to dabble with entries and ran into problems, the setup stage is tedious, however customer support was phenomenal. I went back and forth with \[SENSITIVE CONTENT HIDDEN\] in Tech Support and had the issues resolved. I was able to post and learn what to look for with my first few transactions. I'll see what lies ahead with the other entries such as bank statements but for now, I'm happy with the product! Cons The setup of each vendor, with the options in sage to match AutoEntry was a challenge but now that I understand what to look for, I feel confident about what else I can do with the program. I look forward to trying the bank reconciliation but I'm concerned about what pitfalls lie ahead as we prepare. Review Source NR Natalie R. Finance Manager Publishing Used the software for: 1-2 years ### "Does NOT save time" October 21, 2021 3.0 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. Pros 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. Cons 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. Review Source LE Liz E. Book Keeper Accounting Used the software for: 6-12 months ### "Customer Support" August 4, 2020 4.0 I am able to remotely work as all invoices are able to be loaded for me to see. Pros I find that the Customer Support for Auto Entry is amazing. Whatever time of day or evening there is always someone to answer and deal with my problem. The invoices are easy to locate, see and print or email if necessary. Cons I have worked with Receipt Bank and whilst there are some features of their product that work better with Xero Auto Entry is the product that works best with sage. It would be helpful if Auto Entry could incorporate some of these features ie a n easier way of allocating the bank account that has paid an invoice. This would make the various bank accounts easier to reconcile. Review Source Stuart N. Used the software for: 6-12 months ### "Excellent accurate and time saving software" November 30, 2017 5.0 Pros Compared to others it is more accurate and remembers what you have put previously to save endless hours of repetition. The App is a fantastic tool for me and my clients. Clients are mostly amazed with the ease it makes of bookkeeping tasks. I particularly like the bank statement entry options as uploading bank statements can be a real pain without this option. Cons Customer services sometimes a little slow to respond, especially when you are in the middle of a large batch of documents Review Source Alan B. Chief Financial Officer Airlines/Aviation Used the software for: Less than 6 months ### "Very useful timesaving tool" August 1, 2017 5.0 Pros 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. Cons Sometimes it seems to take a long time (several hours) for invoices to be loaded into autoentry after submission Review Source CW Chloe W. Owner/Bookkeeper Financial Services Used the software for: I used a free trial ### "Bad" September 3, 2023 1.0 Rubbish. Pros Nothing, it's rubbish. I have detailed why in my "cons" answer. Cons Everything. It is SO slow, it doesn't have the option to code to "projects" for Sage One and when I asked the team if they had that option they just said "no" and haven't added that feature. There is a software that isn't part of Sage which you can link to Sage which has this feature so why can't the people who actually made Sage and Autoentry have this option?? Doesn't make sense and seems kind of lazy to me. Review Source KG Karen G. Bookkeeper Accounting Used the software for: Less than 6 months ### "No free trial offered" March 1, 2022 1.0 100% negative Pros Auto entry was not able to work with inventory or departmental accounting. Cons 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. Review Source Response from Sage June 13, 2022 Hi, Thank you for taking the time to review. We would love to discuss this in more detail. Please email me directly or go to the blue chat bubble on the bottom right of the screen and ask for an account manager. I would be more than happy to discuss this TH Tom H. Used the software for: 6-12 months ### "Great bridge between analogue and digital" November 30, 2017 5.0 Pros 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. Cons 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 Review Source Lynne H. Used the software for: Less than 6 months ### "Excellent value for money time saver" October 3, 2017 5.0 Pros Very simple to use, the data is laid out very clearly, its easy to track usage across more than one company and to find the status of any unprocessed items. The support team are very responsive and helpful. The integration to my accounting software is a big time saver. Cons Would be great to see more functionality in the app, currently its very simple to load documents and I'd like to be able to process them in the app too. Review Source AC Andrew C. Accountant & Bookkeeper Accounting Used the software for: 6-12 months ### "Simple to use with flexibile pricing system" April 10, 2023 4.0 Pros Great customer service and fair pricing model Cons Sometimes isnt responsive e.g. Items sometimes don't load. Additional features would be nice such as auto-fetch. User interface could be improved. Review Source Mark A. Used the software for: 1-2 years ### "Good way to filter Bank and CC Statements" November 30, 2017 4.0 Pros 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 Cons 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! Review Source AA Ajay A. Partner Accounting Used the software for: 6-12 months ### "Ease of Use - Autoentry" December 29, 2020 5.0 Auto entry allows me to have more free time using their software as data entry becomes a lot faster. Pros The best features are ease of use of the software with Sage Professional - Line 50. It is easy to use and very helpful when inputting Sales Invoices or Purchase invoices via autoentry. Saves a huge amount of time in inputting the info into sage. Cons As with all software, there seems to be small amounts of bugs in the integration between autoentry and Sage which are being dealt with. Review Source Similar Products Featured