Rating | 4.0 1 note | 4.0 1 note | 5.0 1 note | 4.0 1 note | 0 aucune note | 4.0 1 note | 4.0 1 note |
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Include in Final Shortlist | Non | Oui | Oui | Non Would be on Sage shortlist if only it could handle line items | Non | - | Oui |
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Official Website | http://www.invu.net | https://autoentry.com/ | https://www.dokka.com | http://paperlesseurope.com/ | https://www.entryless.com/index-3.html | https://app.datamolino.com/en | http://www.smart-soft.net/products/invoice-ocr/smartsoft-invoices.htm |
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UK | | | Oui | | | | |
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HK | | | Oui | | | | |
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ES | | | Oui | | | | |
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Shortlist Comparison | Far too expensive if you want it to provide the sophistication it
purports to offer. | Quite a nice system to use once you've waited a few hours for the
processing, although that is quicker and more accurate than
Datamolino. Not the most intuitive of systems and there does not
seem to be much you can do in terms of settings and nor does it
seem to get the settings from Xero, so you need to watch out for
things like the category and currency of the invoice. However
overall it seems to work better than most, as long as you're using
Xero. It seems to rely on its own lists rather than those in Xero -
which seems to be duplication of effort and risk of error. It looks
as if it can handle bank statements too, which could potentially be
handy. Plus the pricing is fair, with a 3 month rolling average and
you can even exceed your monthly allowance. It also seems to allow
upload of excel and csv files, which is handy in China and Hong
Kong. | Document collection, document management, A.I. Powered automated
bookkeeping entries, messaging collaboration, drag and drop,
integrated with Xero, QBO, SAGE & more | | Lovely interface but useless without currencies and does not offer
automated line items | Has quite a nice, clean user interface and seems quite intuitive to
use. Probably the biggest drawback is the lack of ability to train
the system yourself. Although it provides line items, those lines
do not include fields such as quantity, description and price per
item. Nor does it seem able to handle invoice like those from Sky. | Smartsoft never fails to amaze me in its capabilities for accurate
data recognition and ease of manipulation. It is only let down by
its lack of integration with accounting systems and document
management. If you could integrate those different apps together to
make one, it would probably be the best solution. This is pretty
much what C2S (ClickToScan) have done but then they pretty much
slammed the door in my face when it came to trying to evaluate more
complex documents. |
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Multi-currency | Oui | Oui | Oui | Oui | Non | Oui | Oui |
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Multi-company | Oui | Oui | Oui | | | Oui | Oui Groups |
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Login multi-utilisateurs | Oui | Oui | Oui | Oui | | Oui | |
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Accurate document recognition | Oui | Oui Fairly accurate but sometimes have to wait a long time | Oui | Oui Probably not as sophisticated as SmartSoft recognition | Oui | Oui | Oui |
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Can it handle line items? | Oui | Oui | Oui If the line items are the same each month, it's automated, otherwise it can be done using the Drag-and-Drop | Non Only by manual entry | Non Only manually | Oui | Oui |
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Is the document flow process automated | | Oui Can be | Oui Semi-Automated. The bookkeeper needs to click the approve button before it is pushed into the accounting software | | Oui | Oui | Non |
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Does it store the document against the transaction in the accounting system? | Oui | Oui | Oui | Oui | | Oui | - Can potentially interface via DLL |
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Offers supplier portal | | | Oui Full smart document management system for both the bookkeeper and the client | | | | |
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Does it interface with Sage 50? | Oui | Oui | Oui | Oui | Non | - Can produce a multi-line csv filefor import to Sage | - Via csv export |
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Xero | Non | Oui | Oui | Non | Oui | Oui | - Possibly via csv export |
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Quickbooks online | Non | Oui | Oui | | - Desktop ? | | - via csv |
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Sage One | Non | Oui | Oui | | | Oui | - via csv |
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MS Dynamics | Oui | | Non | | Non | | Oui |
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Is document recognition user-controllable? | Oui | Non | Oui Yes, everything can be overwritten using manual editing, or the drag and drop | Oui | | Non | Oui |
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Can it interpret Excel documents? | Non | Oui Not as fast or accurate as PDF | Oui | Non | Non | Oui | Non |
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Does it offer accounting system dropdown prompts for things such as supplier code, nominal code, product code, etc? | Oui | Oui | Oui Full 2 way sync with Xero, QBO & various SAGE products | Oui | | Non | Oui via Lists, SQL or API |
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Does it include a document workflow system with stages such as invoice approval? | Oui | Oui | Non | Oui | | Oui | - Can be interfaced with a Document management System |
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Can it automatically validate the invoice against a Purchase Order? | Oui Possibly only if the PO Number forms part of the header record | Non | Non | Oui | | Non | Non I assume not but maybe it can |
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Does it check for duplicate invoice numbers? | Oui | Oui | Oui Both duplicate source documentation, and duplicates against the integrated accounting software | Oui | | Oui | |
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Can it post an invoice as approved? | Oui | | Oui Various options on posting including approved and draft | | | Non | Oui |
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Does it have any kind of dashboard to show status of document flow? | Oui | Oui | Oui | Oui | | Non | Non |
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Can it process sales invoices as well as purchase invoices? | Oui | Oui | Oui | Oui | | Oui | Oui |
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Does it have mobile app? | Non | Oui Very basic | Oui Yes, both android and ioS | Non | | Oui | Non |
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Can it support large document import? | | Non | Oui | Oui | | Oui | Oui Up to 300 pages per session |
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Is it Cloud-based or Client/Server | Client/Server | Cloud-based | Cloud-based | Client/Server | Cloud-based | Cloud-based | Client/Server |
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Trial Version available | Non | Oui | Oui On Request | Non | | Oui | Oui |
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No User Training Required | Non | Oui | Oui User training not required to start using, but recommended to use the customer success team for an onboarding for each user | Non | | Oui | Oui |
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Installation and setup | | Very easy | Within a few minutes. All self serve, or setup by the customer
success team | | | Seems to be fairly easy as you can download a trial and run it
without any help | Seems to be fairly easy as you can download a trial and run it
without any help |
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General comments | Seemingly very similar to paperless but perhaps a bit more modern,
versatile and sophisticated. I think it also handled line items.
They seem very adaptable and might even be able to check PO's
against Orderwise, yet post the invoice to Sage | | Language agnostic so works in any country. Full integration with
Xero, QBO, and some SAGE products. Integration with other
accounting software products. All approved bookkeeping entries can
be downloaded in a spreadsheet or csv. | Is limited to Sage but seems to do the job very efficiently. Main
hesitancy against signing up is the fact that it does not handle
line items and there is no trial system and going with the system
involves a minimum 12 month commitment, along with installation and
training time and costs, whereas other comparable systems are
available on a trial and do not involve such an upfront commitment.
One nice thing is that you can have it set up Sage supplier
accounts on the fly. | Very nice and efficient system but unfortunately does not yet off
line items or currency control. No option for quantity, description
and unit price, for example | Good system and great value but can be frustrating having to rely
on them to remotely set up the document recognition, especially as
it's only 5 days a week Monday to Friday. I would personally
probably write off this system for now due to the lack of user
control over the document recognition but if ever they changed that
then I think it would be close to an ideal system at an affordable
price. Q. I have been evaluating many different systems and I
consider Datamolino to be one of the best, at least for my needs.
One slight frustration though is in the fact that I have no control
over the document recognition process. So if your (manual?) process
has not worked correctly I presume I have to report the issue to
you and then wait for you to fix. Have you thought about combining
your system with a user-manageable document recognition system so
that the user would have full control? A. Thank you for your
observations. We have received such queries a couple of times
before but the fingerprinting process is one of the vital for us
and can not be done by the user. What can be done, however, by the
user is that the user can tell to the operator what should be
fingerprinted and captured instead and the operator is happy to
implement it if possible. Here is more on this topic. Maybe in the
future we will provide some flexibility to this but I can't promise
that. However, once the document is fingerprinted correctly it goes
really fast and accurate. Your trial has lapsed and we will help
you as much as we can if you decide to go with us. Cheers | Seems to be a great system but has the apparent limitations of not
directly interfacing with the accounting software and not offering
order validation or invoice approval processes. Nor does it offer
integrated document management, so there is no ability to directly
access the original document from the resultant transaction in the
accounting system. One big advantage of SmartSoft though is its
ability to analyse and extract much more than just invoice data as
well as their willingness to work with the client to find the best
long-term solution to meet each client's particular needs. A prime
example of this might be the desire to electronically analyse an
incoming delivery note from a supplier and to use that data to
automatically update inventory or later match against a purchase
invoice. |
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