CASE STUDY
post hard copies of documents to other visibility of files that have been COST EFFECTIVE SOFTWARE members of the team to reconcile, with uploaded and processed by AutoEntry AutoEntry o ers users unbeatable value Brisbane-based bookkeeping practice saves 30 hours a month, employees spending hours each month across the companies set up on a user’s for money through its uniquely flexible by automating its data entry with AutoEntry typing in data by hand for clients. Now account. It also shows the movements pricing plans. Pricing is based solely on with AutoEntry, that process has been of these documents after processing, credits and is billed as a monthly transformed. The firm is able to swiftly and the user who undertook these subscription, adding more client IN BRIEF businesses, Victoria Wilkinson wanted make faster and more informed upload hundreds of purchase invoices actions. companies or employees incurs no extra The Annerley branch of First Class to focus more attention on exactly that decisions.” and receipts onto the platform through charges. Users are charged only for the Accounts automated its bookkeeping - and less time on unnecessary AutoEntry’s web or mobile app, saving Victoria Wilkinson comments, “Certain documents they upload onto the data entry with AutoEntry. This enabled paperwork and bookkeeping data entry. With many of its processes already the business more than 30 hours each members of my team work in di erent platform, as needed each month, with the practice to: Therefore, the practice decided to automated, First Class Accounts, month. parts of the state so by storing our unused credits rolling over to the next Save 30+ hours a month automate this function with AutoEntry Annerley wanted to eliminate manual √ information in the cloud, AutoEntry month Spend more time with clients and in late 2016. data entry, which was detracting time √ Victoria Wilkinson notes, “We think it’s helps us to collaborate more easily. We expand its bookkeeping services from more valuable customer-focused essential for bookkeepers to use love how once AutoEntry has captured Victoria Wilkinson comments, Work more flexibly, with AutoEntry’s WORKING MORE EFFICIENTLY IN activities. √ automation to retire outdated processes and entered our data, it creates a digital “AutoEntry o ers extremely reasonable mobile app THE CLOUD and focus more time on business record of the image and attaches it to prices for the high quality of service it E ortlessly automate bookkeeping Cloud accounting software allows First Victoria Wilkinson remarks, “We had √ development initiatives for customers. the transaction in our accounting delivers. I love that other members of data into a range of accounting Class Accounts, Annerley to reduce used data entry solutions before, but we AutoEntry helps us to work so much software. This means we no longer need the team can leverage AutoEntry at no solutions, including Xero, QBO, MYOB operating costs and more easily wanted one which could integrate with more e ciently, and we love its range of to store paper copies of documents, extra cost and that we can use credits and Reckon manage its finances. Victoria Wilkinson all of the accounting software we time saving features, such as its ability allowing us to dramatically reduce our to serve our smallest bookkeeping is a certified Xero advisor and a partner leveraged, and especially Reckon One, to capture full line items, including the consumption of paper.” clients on an adhoc basis. This makes it ABOUT THE PRACTICE of both MYOB and Reckon. The practice which was di cult to find a data entry description, unit price and quantity for a very a ordable solution for smaller The Annerley branch of First Class also leverages QuickBooks Online as add on for. When testing AutoEntry, we each line on an invoice.” FAST AND FRIENDLY CUSTOMER bookkeeping practices.” needed. were very impressed with the strength Accounts, Australia’s largest SERVICE bookkeeping franchise, is run by of the integration it o ered with all of Victoria Wilkinson continues, “Our First Class Accounts, Annerley values A SMART SOLUTION, certified bookkeeping specialist, Victoria Victoria Wilkinson comments, “By these solutions, so we continued to use customers can use their smartphone to the attentive customer support o ered SUPPORTING FUTURE GROWTH Wilkinson. Among other services, the securely hosting our data online, it full-time after our free trial had snap pictures of their receipts on the by AutoEntry, delivered by its in-house First Class Accounts, Annerley, will practice o ers financial analysis, debt accounting software allows us to access ended.” move, with this data uploaded onto customer service agents and technical continue to leverage AutoEntry in the and cash flow management, payroll and our financial records, at any time and on AutoEntry in seconds. We’ve reduced specialists. If a user needs assistance, future, and as it takes on more clients. superannuation. any device. It allows us to automate SAVING TIME WITH AUTOMATION our time spent on data entry from hours they can instantly reach the team via The firm will continue to explore its With over ten years experience helping ine cient processes and provides us Before automating its data entry, First to minutes, saving as much as six hours AutoEntry’s in-app chat feature, or range of time-saving features, and clients manage and grow their with data-driven insights to help us Class Accounts, Annerley needed to a month for one particular client alone.” email. leverage more of these as needed, such as the ability to capture GST rates and “AutoEntry has been a strategic investment for us, and one which has enabled us to stop SUPPORTING A REMOTE Victoria Wilkinson comments, “The match purchase orders to invoices, as spending countless hours typing data into our accounting software. Since using AutoEntry, WORKFORCE customer service we’ve received so far well as extracting data from bank has been outstanding, and the team we’ve saved over 30 hours a month, which is a huge amount of time for a small practice As AutoEntry is a cloud-based solution, statements and sales invoices. users can access their data at any time always responds swiftly to any queries.” like ours. AutoEntry is so easy to manage, and with its very reasonable pricing, it’s and on any device. It gives businesses undoubtedly the best choice for our business.” “ VICTORIA WILKINSON, BOOKKEEPER, FIRST CLASS ACCOUNTS Website: www.firstclassaccounts.com/annerley Telephone: +61 (0) 414 061 846 Email: vwilkinson@firstclassaccounts.com CASE STUDY FIRST CLASS ACCOUNTS ANNERLEY
post hard copies of documents to other visibility of files that have been COST EFFECTIVE SOFTWARE members of the team to reconcile, with uploaded and processed by AutoEntry AutoEntry o ers users unbeatable value employees spending hours each month across the companies set up on a user’s for money through its uniquely flexible typing in data by hand for clients. Now account. It also shows the movements pricing plans. Pricing is based solely on with AutoEntry, that process has been of these documents after processing, credits and is billed as a monthly transformed. The firm is able to swiftly and the user who undertook these subscription, adding more client upload hundreds of purchase invoices actions. companies or employees incurs no extra and receipts onto the platform through charges. Users are charged only for the AutoEntry’s web or mobile app, saving Victoria Wilkinson comments, “Certain documents they upload onto the the business more than 30 hours each members of my team work in di erent platform, as needed each month, with month. parts of the state so by storing our unused credits rolling over to the next information in the cloud, AutoEntry month Victoria Wilkinson notes, “We think it’s helps us to collaborate more easily. We essential for bookkeepers to use love how once AutoEntry has captured Victoria Wilkinson comments, automation to retire outdated processes and entered our data, it creates a digital “AutoEntry o ers extremely reasonable and focus more time on business record of the image and attaches it to prices for the high quality of service it development initiatives for customers. the transaction in our accounting delivers. I love that other members of AutoEntry helps us to work so much software. This means we no longer need the team can leverage AutoEntry at no more e ciently, and we love its range of to store paper copies of documents, extra cost and that we can use credits time saving features, such as its ability allowing us to dramatically reduce our to serve our smallest bookkeeping to capture full line items, including the consumption of paper.” clients on an adhoc basis. This makes it description, unit price and quantity for a very a ordable solution for smaller each line on an invoice.” FAST AND FRIENDLY CUSTOMER bookkeeping practices.” SERVICE Victoria Wilkinson continues, “Our First Class Accounts, Annerley values A SMART SOLUTION, customers can use their smartphone to the attentive customer support o ered SUPPORTING FUTURE GROWTH snap pictures of their receipts on the by AutoEntry, delivered by its in-house First Class Accounts, Annerley, will move, with this data uploaded onto customer service agents and technical continue to leverage AutoEntry in the AutoEntry in seconds. We’ve reduced specialists. If a user needs assistance, future, and as it takes on more clients. our time spent on data entry from hours they can instantly reach the team via The firm will continue to explore its to minutes, saving as much as six hours AutoEntry’s in-app chat feature, or range of time-saving features, and a month for one particular client alone.” email. leverage more of these as needed, such as the ability to capture GST rates and SUPPORTING A REMOTE Victoria Wilkinson comments, “The match purchase orders to invoices, as WORKFORCE customer service we’ve received so far well as extracting data from bank As AutoEntry is a cloud-based solution, has been outstanding, and the team statements and sales invoices. users can access their data at any time always responds swiftly to any queries.” and on any device. It gives businesses
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