Making Tax Digital - getting on board and on time

Hidden Clues in Your Balance Sheet

A balance sheet is a doctor’s chart - showing the financial health of a business.

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Webinar: Get back control of next year’s self assessment

Make 2021 the year where you conquer self assessment from the very start!

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Five (cautious!) predictions for 2021

Recent times have shown how tricky predictions can be, but we've made an attempt to forecast some of 2021, based on our own experience and market trends

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Say goodbye to manual data entry in 2021

Time is an invaluable asset for any business. But what if you could gain time - maybe hours per week - just by introducing easy-to-use automation to your business?

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Automation of project reports and paperwork for clients

Automating reports is the latest innovation to benefit accountants. It's especially useful for client communications

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Marketing your Accounting and Consulting Service  

If you're changing up your service, moving from accountant to advisor, this might be a good time to shake up your marketing. Here's a primer.

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AutoEntry is an Accounting Excellence Software Awards finalist

We’re nominated for Data & Expense Management Software of the Year

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AutoEntry will be at Accounting Business Expo

Accounting Business Expo is happening in November in Australia, with AutoEntry among the prestigious lineup of speakers.

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AutoEntry is nominated for Expenses and Data Capture Software of the Year

We’re thrilled to be nominated for a prestigious, annual ICB Luca Award

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Six Steps to Successful Remote Onboarding

Remote working has gone into overdrive in recent months, but onboarding new staff has its challenges. Here's a guide to getting your new hire started.

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Becoming an Accounting Consultant or Financial Advisor

More and more accountants are seeing their roles become more advisory. Here's how to make that change from accountant to advisor.

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Resources for US Businesses

There are several sources of finance for businesses across the United States. Here's a guide to government programs and assistance for US-based entrepreneurs.

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Business Grants for UK Companies - a Beginner's Guide

For SMEs, every penny counts. Thankfully help is available, and there's a range of grants available for businesses across the UK.

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11 Business Books We Recommend

Eleven titles that share hard-won wisdom from great business minds.

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Webinar - Planning for Automation: How to do More With Less

How to embrace automation and make life easier

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Questions to ask before choosing your Accounting Software

There's never been more choice when it comes to accounting software. Here are some questions to ask yourself and vendors to narrow it down.

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AutoEntry at Sage University

Learn everything you need to know about AutoEntry at our new Sage University course, AutoEntry Fundamentals

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AutoEntry supports Temple Street Children’s University Hospital

AutoEntry are moving online for their annual Temple Street charity event this year.

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9 Business Apps We Recommend

Demands on businesses are constantly evolving, but there's plenty of help available in the form of automation and apps. Here are some of our favourites.

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5 predictions for accounts payable automation

Recent years have seen seismic changes in the worlds of accounting, automation and the workplace. Here are five predictions based on recent trends...

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AutoEntry at ICPAS

Illinois CPA Society is moving their conference online for 2020. It's one of the biggest conferences of its kind in the United States and AutoEntry will be among the speakers.

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WEBINAR - Expert insight: how automation can transform your business

We talk to someone who has transformed their business with automation - from improving efficiency to building better relationships with his clients. 

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Sage Circle of Excellence Awards winners announced

Awards celebrate the best of Sage bookkeeping and accounting community

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Why and how you should be automating Bank Statements

Traditional bank statements can be onerous and difficult to file...until you introduce automation.

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5 reasons you should be using a receipt app

Receipts are a necessary evil in business, but if you’re not using an app, you’re doing it wrong. Here are 5 reasons why.

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Video: Optimise your Workflow Post-Lockdown, with AutoEntry and SmartVault

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AutoEntry at Sage Sessions

Sage Sessions will give you access to some of the most exciting minds in accounting, business and SaaS. AutoEntry is honoured to be part of it.

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AutoEntry at the Accounting and Finance Show, Hong Kong

AutoEntry is honoured to be taking part in Accounting and Finance Show, Hong Kong. The event takes place on July 21st-23rd 2020.

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AutoEntry will be “Navigating the New Normal” at the AICPA Engage Conference

AICPA Engage is one of the leading conferences for anyone interested in accounting, finance or business. And AutoEntry will be there.

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Reducer: 5 Tips To Reduce Your Business Bills

In this guest post from Reducer, we look at simple, effective ways to reduce your overheads.

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How Accounting Automation might Save your Business

Account automation doesn't just save you time, it can have huge cost businesses for small and medium sized businesses.

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Redefine your offering in 2020

Business Owners view their accountants as trusted business advisors. So the question remains: why do accountants and bookkeepers still focus on selling their compliance services?

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Automation will enable mid-tier accounting firms to provide higher value services

Clients who might previously have looked towards the Big 4 or second tier firms for business consulting projects will have an alternative. And most importantly, they will be able to get the service from professionals who already know their business and with whom they have a long-standing relationship. - Introducing the small 4 (thousand)

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AutoEntry Acquired By Sage

Today we announced that Sage has agreed to acquire AutoEntry. This is exciting news for us at AutoEntry as well as Sage. The AutoEntry management team along with all employees will remain and continue as your primary point of contact.

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For the Accounting Luddites out there… loyalty won’t pay the bills

Let's be honest, changing accounting firms can be a painful experience. Your customer could be with you for years and you may have won their trust, but if your customer is made an offer they can't refuse by a competitor that does all of the things that you do and more, and the result is a lot less work for them... then your relationship with that customer might get tested and you might not like the result :(.

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The Automation Experience

Automation is great. We know that. It saves you lots of time so that you can spend more time doing more valuable work… we’ve heard that before. What about the actual ‘doing of it’? What’s it like to automate a process?We’ve asked a few of our customers what it’s like to automate a process.

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Recruiting Tomorrows Accountants (The move to Wellbeing 2.0)

You’ve just graduated with an honours business degree, maybe with a foreign language thrown in, and your considering your career options. And the Big 4 are lining up to offer sponsored masters programmes and training contracts. They offer safety, security and good long-term prospects.  

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Automation helps all Bookkeepers equally. 3 Top tips for those that haven't started automating

Automation has been here for years and it has become a basic requirement for all (yes, all) bookkeepers. Those of us in the Late Majority bucket really need to get started, here's a few practical tips.

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AutoEntry take on the super powers of the Irish tech and business community (for Temple Street Hospital)

WooHoo! … it’s that time of year again. The weather is improving (everything’s relative) and it’s time to spend the afternoon running around Dublin for the all of the kids in Temple Street Hospital.

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Automating Accounting Processes - A Low-Risk First Step

For those of you that haven't yet started using automation in their practice, we understand that automation can be very complex and we have a great first step for you. Businesses can ‘feel the fear’ when considering implementing automation. Implementing new tools/processes can raise concerns of an interruption to service if it all goes wrong, as well as the worry that these efforts won’t justify the spend. Here we talk about how there is a safer way to take your first steps towards automation.

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WHO’S DOING YOUR DATA ENTRY, AND ARE THEY THE RIGHT PERSON FOR THE JOB?

Data entry is often done by the junior members of staff in accounting firms. And while the level of accounting experience required is reasonably low, this is an extremely important piece of work. If the numbers go in wrong, they’ll come out wrong, and correcting mistakes costs you time/money. If mistakes like this are seen by customers this will be bad for business.

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THE UNEXPECTED UPSIDE FROM AUTOMATING YOUR DATA ENTRY

What a lot of the uninitiated don’t realise is that there are a number of significant benefits to be had for the wider business from automating your data entry.

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A Q&A with with our very own David Leary

With over 20 years of experience, David is a prominent figure within the accounting software industry; providing strategic consultancy to small businesses and accountants on driving business transformation through technology innovation. Before joining AutoEntry, David held a range of roles at Intuit, within customer service, quality assurance, engineering, product development, marketing, and developer relations.

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AutoEntry joins the ICB on the 2019 Inspire tour!

The 2019 ICB Inspire Tour kicked off this week in Inverness as part of a two month long series of dates around the UK. On the journey, we’re delighted to join our friends, FreeAgent and SmartVault, who like us, will be showing bookkeepers how they can work more efficiently with smart solutions.

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Meet us at Accounting Business Expo #ABE 2019!

The AutoEntry team will return to Accounting Business Expo (ABE) in Sydney to show accountants and bookkeepers how to work more efficiently by eliminating their manual data entry. We love being part of ABE, as it allows us to meet a wide variety of professionals from around the country. We also get to hear the success stories of those who are strategically applying technology in the back office to spend more time on practice growth.

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How to compete with a $200 a month bookkeeping service

With the recent news that Intuit may be bundling QuickBooks Online with a live video bookkeeping service for $200 a month, many accountants and bookkeepers might be wondering how they’ll be able to compete at such a low price point.

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Growing your business with automation: Getting ready for QuickBooks Connect London

We’re looking forward to this year’s QuickBooks Connect in London’s Old Billingsgate, where we’ll be exhibiting our software on the day. QuickBooks supports accountants, bookkeepers and businesses across the UK, and the disruptive impact of technology in business will be a topic explored during the conference.

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Getting ready for Making Tax Digital: Preparing your practice and marketing your services

On 1st April 2019, HMRC will introduce Making Tax Digital (MTD) for VAT-registered businesses with a taxable turnover above the current rate of £85,000. Following this, MTD may be extended for Income Tax and Corporation Tax, from 2020 at the earliest.

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Product Updates: January 2019

We're pleased to announce some great new features to open 2019! Keep any eye out over the next month as there's more to come.

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New Year's resolutions for smart business owners

The holiday season is over and it’s time to think about how to put our best foot forward in the year ahead, both in our personal lives and at work. New Year's resolutions are famously hard to stick to, but considering the steps you could take to make your business even more successful could really pay off. So here are some resolutions we think could make the most difference to organisations in 2019:

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A year in review: Top accounting trends and our personal highlights

2018 has flown by and we’ve had another busy year, helping accountants, bookkeepers and business owners work smarter by eliminating their manual data entry. Elsewhere, the industry has continued to evolve, with new technologies and new ways of working impacting how firms operate and interact with clients. So here’s our take on some key industry trends and a few of our own personal highlights:

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Getting ready for MTD: Marketing your service offering

MTD comes into effect on April 1st 2019 for VAT-registered businesses with a taxable turnover above the VAT threshold of £85,000. Prepare your practice and your clients before the deadline. Use AutoEntry to automate data entry and generate digital records.

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We won at the ICB Luca Awards: Expenses & Document Management Software of the Year

Last night we were delighted to win ‘Expenses and Document Management Software of the Year’ at the Institute of Certified Bookkeepers (ICB) Luca awards as part of its annual Bookkeepers Summit event held in London.

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Getting ready for MTD: Use the right software

MTD comes into effect on April 1st 2019 for VAT-registered businesses with a taxable turnover above the VAT threshold of £85,000. Prepare your practice and your clients before the deadline. Use AutoEntry to automate data entry and generate digital records.

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Service with a smile: AutoEntry a finalist in the 2018 ICB Luca Awards

Earlier this month we were delighted to named as a finalist in the ICB Luca Awards in two categories, ‘Expenses & Document Management Software of the Year’ and ‘Friendliest Software Provider of the Year’!

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Counting down to Xerocon London

Xerocon London takes place this week and we can’t wait to be there! Xerocon events are not to be missed and at Xerocon Brisbane in September, we loved hearing how our customers down under have been using AutoEntry to reduce paperwork and spend more time with their clients.

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Getting ready for MTD: Organising your client database

MTD will come into effect on April 1st for VAT-registered businesses with a taxable turnover above the VAT threshold of £85,000. Prepare your practice and your clients before the deadline. Use AutoEntry to automate data entry and generate digital records.

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Winning Gold at the Digital Accountancy Forum Awards

We were delighted to win ‘Expense Management Software of the Year’ at the Digital Accountancy Forum awards earlier this month, in association with The Accountant and International Accounting Bulletin. Our thanks to all who voted and the judges on the night!

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Getting ready for QuickBooks Connect: Digital tips for managing your time at events

It’s not long to go until the AutoEnty team jet off to QuickBooks Connect in San Jose, where we look forward to an action-packed few days; meeting up with our friends at QuickBooks and showing attendees how they can work faster and achieve more, by automating their bookkeeping data entry.

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Meet us at the H&R Block National Franchise Convention

Later this week, we’ll be travelling to ‘Music City’ or Nashville, Tennessee, to exhibit at H&R Block’s upcoming event for associates, clients and franchisees.

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Acclaimed tech influencer, David Leary, joins AutoEntry

We’re delighted to announce that David Leary has joined AutoEntry, and will be serving as our principal technology evangelist moving forward.

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Useful accounting terms for business owners and start ups

It’s difficult enough to run a successful business without worrying about balancing your books and understanding your tax bill - that’s what your accountant is for, right? And as well as managing these processes, your accountant may be one of the first you turn to, to discuss business growth and strategy, rightly so. However, if you’re able to ‘speak their language’, you’ll get significantly more value out of this relationship and have a better grasp of the reports and advice your accountant will provide.

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Effective ways to grow your small business with technology

Digital advancement provides us with new ways of working and new opportunities for growth. It allows us to reduce operating costs and to interact with colleagues and associates more efficiently. It allows us to better manage our resources and create memorable customer experiences. So, with that in mind, how can firms use emerging technologies to their advantage and to propel business success?

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See you at QuickBooks Get Connected VCon

Virtual Conference: Tuesday, 16th October 9:30am - 4:30pm AEDT QuickBooks is running a virtual conference (VCon) on Tuesday 16th October, for accountants in practice and business owners, and those who may have missed its Get Connected event last month.

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AutoEntry is ‘App of the Month’ in the QuickBooks Marketplace

We’re delighted to be ‘App of the Month’ in the QuickBooks app store!

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How accountants can keep customers loyal and win new business

With more accounting practices to choose from and increasingly discerning customers, accounting firms must carefully consider how to win new customers, retain their existing ones and stand out with their service offering. With thousands of start-ups launching each year, firms should strategise how to get their share of this new business and maximise their earnings potential. So what are some practical steps practitioners can take to get ahead and carve their niche?

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AutoEntry a finalist for MYOB’s Partner Choice Add-on of 2018

Last week, we were delighted to receive the news that we had been named as a finalist for MYOB’s Partner Choice Add-on of 2018. As voted for by MYOB partners, this award celebrates the add-ons and applications in the MYOB ecosystem most loved by partners.

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Five things we’re expecting from Accountex USA

Accountex USA kicks off tomorrow in Boston and we’ll be providing demonstrations of AutoEntry at our stand to those interested in finding out more about automating their bookkeeping data entry. Accountex USA is a date not to be missed, and with so much to see and do, here are five things we’ll be expecting from this year’s event:

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Working strategically with your accountant to drive value for your business

Accountants do so much more than analysing spreadsheets and filing tax returns and as a small business owner, it’s important to view your accounting firm as a trusted business advisor, as opposed to an outsourced administrative function. In fact, having a good working relationship with your accountant and receiving timely advice can be one of your strongest assets and help to set your business apart. So what steps can businesses take to ensure they partner with the right practice and work with their accountant of choice as effectively as possible?

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Using automation to drive efficiencies as a small business

Small businesses need to bring their product or service to market, whilst minimising unnecessary expenditure, monitoring competitors, retaining staff and providing memorable customer experiences. With so many demands on their time, automation is increasingly being leveraged by business owners in order to spend fewer resources on labour intensive, back office activities. Whilst not all processes can, or should be automated, using technology to support certain lines of business can drive considerable efficiencies for users, and without breaking the bank. Here are some examples:

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Fundraising for the Temple Street Children’s University Hospital

The AutoEntry team were out in force last Friday, to support the Temple Street Children’s University Hospital, as part of its annual fundraising event, Techies4TempleStreet.

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Supporting the Temple Street Children’s University Hospital

We’re proud to support the Temple Street Children’s University Hospital, by participating in a fundraising event, Techies4TempleStreet, in Dublin on July 6th.

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AutoEntry shortlisted in the Accounting Excellence Awards

AutoEntry has been shortlisted within the Data Management and Expenses category in the 2018 Accounting Excellence Awards, in association with Accounting Web. The awards, now in their 8th year, celebrate professional development, strategic innovation and technological excellence in the industry.

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Preparing your practice and your clients for MTD

The countdown is on until the first phase of HMRCs ‘Making Tax Digital’ (MTD) comes into effect, meaning your preparations as an accounting or bookkeeping firm should be underway. From April 1st 2019 organisations with a turnover above the VAT threshold of £85,000 will need to keep digital records for VAT purposes. Whilst a wider roll out for all taxpayers has been delayed due to pressures stemming from Brexit, plans are almost certainly expected to recommence at a later date. So if you’re currently putting together an MTD strategy, what are some of the key points to consider?

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AutoEntry Announces the Launch of its Partner Program

Joining the program will enable partners to offer improved value added services to their clients at a discounted rate, whilst driving new revenues for their own practice.

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AutoEntry Launches Expenses Folder - Feature Updates: May 21st

We are delighted to announce the launch of the Expenses Folder within AutoEntry! This is just one of many great updates we've made over the past few days... See full details below.

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The countdown to Accountex

With just weeks to go, we look forward to returning to London’s ExCeL for Accountex 2018, where we’ll be exhibiting AutoEntry at stand 536, to those attendees interested in automating their bookkeeping data entry.

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AutoEntry Feature Updates - May 1st 2018

The AutoEntry team have been working hard over the past few weeks launching new product updates to our Mobile App ... You can check out the full feature update release below. As always contact the AutoEntry team should you have any questions.

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Earth Day 2018: Moving towards a paperless office

Sunday April 22nd is Earth Day, an annual event which drives awareness on the topics of environmentalism and climate change. Founded in 1970, Earth Day continues to grow in influence, as it mobilises millions worldwide to work together and live responsibly.

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Five things we’ll remember from ABE 2018

We were delighted to be back at this year’s Accounting Business Expo (ABE), held in the ICC, Sydney. The event is bigger and brighter each year and represents a real opportunity to learn from key influencers, mingle with like minded professionals and meet prospective new clients. As an exhibitor, and with so much to see and do, it was certainly a busy two days. We had plenty of highlights and memories to take home with us, here are five of them.

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AutoEntry in the hot seat: What do our customers think?

Did you know that AutoEntry is now being used by 2,000+ accounting and bookkeeping practices worldwide, with over 50,000+ small business set up on the platform?

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AutoEntry lands in South Africa. Reducing paperwork and supporting digital-first strategy

We travelled to South Africa with QuickBooks, to speak with local businesses about how they can work more efficiently through automation and the cloud, as part of our official launch in the region. We are hosting webinars in September around how QuickBooks works with AutoEntry in South Africa. Register today to learn more about data entry automation. http://help.autoentry.com/autoentry-and-quickbooks

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Five ways AutoEntry will simplify your day and grow your business

AutoEntry is transforming the working day for accountants and bookkeepers, by eliminating the labour intensive and painstaking task of manual data entry. At the touch of a button, AutoEntry captures and analyses information from all of the paper documents received from your SME clients, before posting this data into your accounting software.

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Our week in numbers

It has been another busy week for the AutoEntry team and it’s hard to believe so much has happened in just five days!

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A Q&A with AutoEntry: Automated data entry software for SMEs

There’s a lot to focus on when running a business. From meeting deadlines, to growing revenues and serving customers, there just isn’t enough time in the day for unnecessary admin such as manual data entry. And with the availability of automated solutions, like AutoEntry, there doesn’t need to be any.

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AutoEntry Announces New US Headquarters in Arizona

New location in FinTech hub Tucson, Arizona, will enable AutoEntry to accelerate growth across the US and Canada

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Future of Work

The rapid development of digital technologies, data analytics and social networks are some of the factors changing the very fabric of our society, not to mention the traditional structure of the workplace. In previous generations it wouldn’t be unusual to stay in your first job until retirement, yet now, a UK worker changes employer on average every five years. What’s trending today may be gone tomorrow, and with the World Economic Forum citing that around “35 per cent of skills will be different” in the near future, business owners need to adapt to innovation in a timely manner in order to stay relevant. So with that in mind, what will the future of work look like for accountants and bookkeepers?

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Five ways AutoEntry will help you to work smarter

Since its launch almost two years ago, AutoEntry has fast become the go-to solution provider of choice; serving over 2,500 accounting practices worldwide, through which more than 38,000 businesses are set up on the platform.

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Making the most of your time at events

We recently jetted off to attend both QuickBooks Connect in Canada and Xerocon in Austin, making it another eventful week for the AutoEntry team. Like many organisations, our diary is jam packed with conferences throughout the year, both at home and away. And as a frequent exhibitor, we find these occasions extremely useful, in terms of meeting up with customers and by making valuable new connections. But as an attendee and with so much to do on the day, how can you make the most of your time?

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We’re on our way to QuickBooks Connect!

QuickBooks Connect is taking place this week in San Jose, California, and we’re excited to be taking part. The AutoEntry team will be travelling over 8,000 kilometres to both exhibit and present at this year’s event!

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How OCR tech can drive value for accountants and bookkeepers

Optical Character Recognition (OCR) technology is used to convert scanned or photographed images of paper documents and PDF files, into machine-encoded data. It may not garner headlines in the same way as some of the more fashionable tech trends, yet it’s helped to drive considerable social change and innovation in business over the years. So how has it developed and what significance does it hold for organisations today?

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AutoEntry wins ‘Add-on of the Year’ at the ICB LUCA Awards

AutoEntry receives accolade from the industry body, strengthening its position as the data entry solution of choice for accountants and bookkeepers

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AutoEntry Secures Accreditation from the Institute of Certified Bookkeepers

Accreditation from the industry body reflects AutoEntry’s standing as a recommended technology solution for accountants and bookkeepers

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AutoEntry nominated for ‘Add-on of the Year’ in the ICB LUCA Awards

AutoEntry has been shortlisted within the ‘Add-on of the Year’ category in the 2017 ICB LUCA Awards.

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AutoEntry a finalist in the Xerocon UK awards for ‘emerging app partner of the year’

AutoEntry, the simple way to capture and upload purchase invoices and receipts, has been recognised at Xerocon’s UK partner awards, whilst reporting significant YTD revenue growth.

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What we’re looking forward to at Xerocon London

Xerocon Melbourne has wrapped up for another year and we had a great time catching up with our partners down under. There was a record 3,000+ delegates in attendance, and the date also marked the official opening of our Australian HQ in the city, making it a particularly hectic time for us!

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AutoEntry Announces the Appointment of New Chairman, Cathal McGloin

Serial entrepreneur Cathal McGloin will provide the company with strategic counsel

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The Essential Checklist

Although the launch of ‘Making Tax Digital’ (MTD) has been delayed and may seem like a long way off, it actually isn’t. And considering the enormity of the change for both your practice and clients, your preparations as an accounting or bookkeeping firm should be underway. So if you’re currently putting together an MTD strategy, what are some of the key points to consider?

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AutoEntry Continues International Expansion with New Australian HQ

New location in FinTech hub Melbourne, will enable AutoEntry to accelerate growth in the region

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How the threat of change is galvanising the industry

Heralding a new era, ‘Making Tax Digital’ (MTD) continues to be at the forefront of the news agenda. In recent months the Treasury Committee announced further updates to the timeline and from 2019 organisations with a turnover above the VAT threshold of £85,000 will need to keep digital records, but only for VAT purposes. Smaller businesses below the VAT threshold will not need to keep quarterly, digital records until at least 2020.

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