Case Study: Exchange Accountants streamlines back office operations with AutoEntry

Exchange Accountants simplifies the work day with AutoEntry

Exchange Accountants, a leading accountancy practice in Belfast and an early digital-first adopter, wanted to move away from time-consuming manual data entry as it expanded its cloud accounting, payroll and bookkeeping services. The firm was already working with Xero and needed a solution that could integrate smoothly with its existing setup while reducing back-office admin.

AutoEntry provided the answer by automating the capture of bank, credit card, sales and purchase invoice data directly into Xero. With AutoEntry, Exchange Accountants now uploads more than 3,000 documents a month, reduces human error, identifies VAT rates, and stores digital records instead of paper files. The result has been faster reconciliations, more capacity for growth, and lower costs through a pay-as-you-go model with no extra charge for additional staff or client companies.

Exchange Accountants

Gary Laverty

Accounts Director