# AutoEntry Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> 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

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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/)

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Last updated March 13th, 2026

# Reviews of AutoEntry

Ease of use

4.4

Customer Service

4.4

## Pros and Cons in Reviews

RN

Robin N

PresidentAccounting, 2 - 10 employeesUsed the software for: 1-2 years.

“The scanning work well in the app.“

May 24, 2025

Cynthia L

Business Owner AccountantAccounting, 2 - 10 employeesUsed the software for: I used a free trial.

“There's no batch edit, weird constraints... overall unimpressed.“

January 26, 2026

RN

Robin N

PresidentAccounting, 2 - 10 employeesUsed the software for: 1-2 years.

“Uploading in the app always worked well.“

May 24, 2025

NH

Natalie H

Office ManagerConstruction, 51 - 200 employeesUsed the software for: More than 2 years.

“Sometime the software lags and can take a little while to load“

March 12, 2025

Tracy R

OwnerAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“I'm able to take a stack of bank statements and upload them all very quickly and then come back in an hour or so and it's all ready to download in a csv that I can then upload directly to the accounting software.“

November 29, 2022

CW

Chloe W

Owner/BookkeeperFinancial Services, Self-employedUsed the software for: I used a free trial.

“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??“

September 3, 2023

Andile F

Account Manager Information Technology and Services, 11 - 50 employeesUsed the software for: I used a free trial.

“I work with clients that deal with PDF and hard copy bank statements, my accountants are reduced to data capturing for hours, the seamless upload of these documents and bulk import/Integration to accounting systems save so much time and afford them to do what they do best: produce vital financial information to business in time.“

November 12, 2022

KK

Ken K

OwnerRetail, 2 - 10 employeesUsed the software for: More than 2 years.

“Occasionally a document is so poorly processed that the data is fabricated to manipulate the numbers and force a balanced transaction.“

August 17, 2022

## Showing most helpful reviews

Showing 1-25 of 227 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Kavindu Githsara K.  
System Specialist  
E-Learning  
Used the software for: 6-12 months

### "AutoEntry: The Key to Effortless Data Entry"

January 23, 2023

5.0

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.

Pros

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.

Cons

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.

Review Source

MH

Mariel H.  
Manager  
Commercial Real Estate  
Used the software for: Less than 6 months

### "Well structured, easy and efficient program "

June 1, 2024

5.0

As an overall experience i would say it is very good and i would recommend it to any other colleagues that work in other companies

Pros

The process is clear and easy to follow, further more the team is extremely helpful, and the instructions are excellent. Initially, I had to focus while using it, but within a few days, I became familiar. The program has streamlined the supplier invoice process, making it user-friendly and saving the company time and money.

Cons

The customer service support needs to be more effective and supportive

Switched from

[Easy Invoice+](https://www.capterra.com/p/159384/Easy-Invoice/)

For two years using this program to much technical problems and issues

Review Source

RN

Robin N.  
President  
Accounting  
Used the software for: 1-2 years

### "Give it a try! "

May 24, 2025

3.0

Great support to set all the account set up. The app was so easy to use and all scanning feature was wonderful

Pros

I enjoyed having all my recipes in the same place. The scanning work well in the app. Uploading in the app always worked well.

Cons

It did not seem to remember my last account coding and HST set up, therefore I had to keep saving it.

Alternatives considered

[Dext](https://www.capterra.com/p/160189/Dext/)

Reason for choosing AutoEntry

Better feedback for my sage 50 community.

Review Source

VR

Verified Reviewer  
Business Owner Accountant  
Accounting  
Used the software for: I used a free trial

### "Not really impressed at all"

January 26, 2026

2.0

Pros

The idea is good... execution terrible. Its a real pity I was looking forward to using it, but not likely.

Cons

The navigation around the app is very unintuitive, I have only tried 2 documents on the trial and had multiple issues that had to be fixed in the back end by support staff... to be honest it would have been quicker to just capture direct. There's no batch edit, weird constraints... overall unimpressed.

Review Source

JC

John C.  
Principal  
Accounting  
Used the software for: 2+ years

### "Provides lots of tools to automate entry of data"

November 20, 2023

5.0

Pros

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

Cons

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

Switched from

[Dext](https://www.capterra.com/p/160189/Dext/)

Price, Price, Price. Dext pricing model is no longer affordable for me

Review Source

EO

EAMON O.  
Director  
Accounting  
Used the software for: 2+ years

### "Change how you deal with clients and your own accounts"

November 12, 2020

5.0

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

Pros

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

Cons

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

Alternatives considered

[Dext](https://www.capterra.com/p/160189/Dext/)

Reason for choosing AutoEntry

Receipt Bank ( RB ) didnt extract enough information, nor did it insert an image of the invoice in to our accounts package. RB was not reliable enough to do ''one-click'' posting in to Sage for VAT returns, it did produce a CSV file but that was too unwieldy to use.

Review Source

MB

Michael B.  
Director  
Accounting  
Used the software for: 6-12 months

### "Published Supplier invoices not attaching in Sage One"

February 20, 2024

2.0

Started off well, until published supplier invoices stopped attaching in Sage One

Pros

It started off working well, well priced, allows multiple entities and Users on one account.

Cons

Published Supplier invoices not attaching in Sage One for 4 weeks now

Alternatives considered

[Dext](https://www.capterra.com/p/160189/Dext/)

Reason for choosing AutoEntry

I have moved back to Dext Prepare because of the above unresolved problem.

Review Source

TD

Trevor D.  
Finance Manager  
Arts and Crafts  
Used the software for: 6-12 months

### "Our experience with AE"

October 2, 2020

5.0

Excellent. Very good help desk

Pros

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

Cons

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.

Alternatives considered

[Dext](https://www.capterra.com/p/160189/Dext/)

Reason for choosing AutoEntry

initially price and flexibility of plans. Now that Sage have bought it I think it will grow to be even better for us.

Review Source

JO

Joyce O.  
Director  
Accounting  
Used the software for: 2+ years

### "Given my team some time back in the day. "

September 27, 2022

5.0

This has saved us hours of data entry and irradiated typos when entering bank statements and invoices.

Pros

The ease in which bank statements can be converted in to a Excel spreadsheet or downloaded in to the accounting software

Cons

It would be good if departments could be allocated for Sage Accounting

Alternatives considered

[Dext](https://www.capterra.com/p/160189/Dext/)

Reason for choosing AutoEntry

The connection with Sage and the simplicity of the programme makes it a joy to use.

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

VR

Verified Reviewer  
Owner  
Accounting  
Used the software for: 2+ years

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

December 26, 2021

2.0

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.

Pros

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

Cons

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.

Review Source

VR

Verified Reviewer  
Managing Director  
Accounting  
Used the software for: Less than 6 months

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

August 5, 2017

4.0

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.

Review Source

GA

Gabriel A.  
Staff accountant  
Accounting  
Used the software for: 2+ years

### "Automation of data entry "

October 2, 2023

5.0

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

Pros

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

Cons

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

Review Source

NE

Natasha E.  
Bookkeeper  
Accounting  
Used the software for: Less than 6 months

### "Autoentry - a great choice of OCR software"

March 26, 2024

5.0

Great all-rounder and the perfect partner to an accountancy/bookkeeping practice.

Pros

I like the fact it is affordable, it has supplier statement reconciliations and that it works with a number of accounting solutions

Cons

Credits have an expiry date to them. It would be better if they were available until you needed them

Review Source

Response from Sage

August 8, 2024

Thank you for your excellent review, Natasha! We're thrilled to hear AutoEntry is a great fit for your practice. We appreciate your feedback on the credit expiry and will consider it for future updates. I would like to invite you to join our customer advocacy program to connect more on your experience. Plus, you can access exclusive events, content and unlock Sage rewards. Please use this link: https://en.sagechampions.com/join/Gartner to join! Thanks, Bethany McDermott, Sage Customer Marketing Manager - Reviews

KS

Karen S.  
Owner  
Accounting  
Used the software for: 2+ years

### "Brilliant"

November 5, 2020

5.0

Have been using Autoentry for about six years and now work much more accurately and efficiently. Find it very easy to use and the support is always very good when issues arise. Took on additional clients as a result of the time savings gained

Pros

Easy to use and teach clients Integrates smoothly with the other I use

Cons

Has most desired features Easy to use Doesnt always integrate well with Sage desktop

Alternatives considered

[Dext](https://www.capterra.com/p/160189/Dext/)[Datamolino](https://www.capterra.com/p/150838/Datamolino/)

Reason for choosing AutoEntry

Price did what I needed at the time

Review Source

Amit K.  
Director  
Staffing and Recruiting  
Used the software for: 2+ years

### "Dependable product"

June 29, 2022

5.0

Pros

E-mail forwarding of invoices makes it easy to operate this on the go. Also, the fact that it remembers what you previously categorised a similar invoice as, saves time over the long term.

Cons

The expenses feature is slightly convoluted. Still haven't been able to fully understand that.

Review Source

Nicholas R.  
Office Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "A great time saver that is simple to use and cuts down on paper usage / wastage."

November 30, 2017

5.0

Pros

What I love most about Auto-entry is that it saves a great deal of time, has improved input accuracy and reduces the need to print off invoices as it saves a copy to Xero (Excellent feature).

Cons

Struggles a bit with long itemised bills / invoices - In particular phone bills. This is mitigated by the excellent support I receive from the AutoEntry staff.

Review Source

James H.  
Financial Engineer  
Information Technology and Services  
Used the software for: 6-12 months

### "Game changing product but very slow response to customer queries"

November 30, 2017

5.0

Pros

1) All round ease of use and beautiful UI 2) The fact a scan of documents is stored for quick access

Cons

1) Customer service is extremely slow, response times to the web chat are sometimes days or weeks 2) Integration to Sage 50 seems to have some intermittant drops requiring reintegration

Review Source

HS

Hiten S.  
Finance Manager  
Construction  
Used the software for: Less than 6 months

### "Huge time saver on entry and reduced purchase invoice duplication and errors"

August 11, 2020

5.0

Overall, hugely improved the supplier invoice process, easy to use. Resolved duplicate invoices being entered and saved the company time and money. Massive time saver on employee expenses entry as each individual submits their own expense and is easy to check and approve.

Pros

Integration with sage was seamless, setting up myself was a doddle and customer service is great as issues get resolved quickly. Huge time saver as we no longer have to use sage batches and also didn't need to have a separate screen to view the PDF invoices on entry as it's all in one screen on autoentry. One of the best features is viewing the invoice directly on sage using the onedrive link. Before this, we had to search the supplier repository on the server. It also helped reduce errors as it detects duplicates, autodetects the supplier and has a learning feature too.

Cons

Can be slow at times and if not used for a few days, the service needs to be restarted. This results in invoices getting stuck until the service is refreshed, however as long as it's used constantly this can be avoided.

Review Source

MC

Marie C.  
Owner  
Accounting  
Used the software for: 1-2 years

### "Auto Entry"

February 16, 2021

4.0

Pros

I like that my clients can upload all their receipts and invoices. Very little paper and storage of files. I also find that my clients do not lose receipts as often.

Cons

When I send the link to a client to download the app and sign in there seems to some difficulty in getting them signed up. It seems like my client ends up having to sign off then back on and reset pin number.

Reason for choosing AutoEntry

I chose auto entry because I use Sage desktop and this is the only product that is compatible to sage.

Review Source

Paddy G.  
  
  
Used the software for: 6-12 months

### "Brilliant app which integrates with xero"

December 1, 2017

5.0

Autoentry are constantly updating the app. They also have a great support team who regularly contact us to make sure everythink is ok

Pros

Autoentry has transformed our outsourced bookkeeping and accounting services. Customer support from the Autoentry team is excellent

Review Source

Katriona R.  
  
  
Used the software for: 1-2 years

### "A real time saver"

November 30, 2017

4.0

Pros

I like the pricing structure, in that you are paying for what you use and not per client. I also like the fact that AE will scan in bank statements - I have clients who won't use bank feeds or allow me access to their accounts to import statements - Paper is still the way for them!!

Cons

The one thing I would like from Auto Entry is the ability to forward client emails with invoice attachments or if the client has scanned and emailed an invoice to me. I have to print off the attachment or the scanned in invoice, scan it again and then email on to auto entry, no time saving here. An Auto Entry App would be great so that I or the client could capture the image of the document and send straight to Auto Entry (See Datamolino App)

Review Source

Iain E.  
Accountant  
Accounting  
Used the software for: 6-12 months

### "Great product"

December 12, 2017

5.0

Pros

AutoEntry has really improved our efficiency – the pricing structure is good as you only pay for what you use across all clients, brilliant for seasonal clients with peaks and troughs in activity. One of the best features is that you can upload bank statements and access them in various file types including csv. I have recommended it to all clients for the time savings alone.

Cons

Would be handy to have a pricing plan below Bronze for the very small companies who may only have a few invoices per month

Review Source

PG

Prachi G.  
Junior Accountant  
Oil & Energy  
Used the software for: 1-2 years

### "Good software"

July 15, 2022

4.0

the business problem is solving but still can get better

Pros

The development team is very helpful, customised accordind to business

Cons

the images are blurry sometimes and the system is down and does not post invoices on sage right away

Review Source

VR

Verified Reviewer  
Accountant  
Accounting  
Used the software for: 6-12 months

### "Marvelous user friendly app!"

December 6, 2017

5.0

Pros

Very easy to use fantastic little app for bookkeepers/accountants like me. Bank statements are processed quickly and are usually accurate, saving me many hours that I would rather spend analysing transactions instead of manually typing them. Goodbye manual input!

Cons

When converting bank statements, there are occasional incorrect figures. However this is very rare and forgivable. The pros of time-saving still outweigh this con.

Review Source

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