Case Study: Sagars Accountants Ltd boosts bookkeeping efficiency and grows capacity with AutoEntry

Sagars Accountants Ltd partners with AutoEntry to grow bookkeeping services

Sagars Accountants Ltd is one of the largest independent accountancy firms in Yorkshire, offering cloud accounting, audit, taxation and corporate finance. As it looked to expand its bookkeeping and cloud accounting services, the firm was held back by the time and resource demands of manually entering paper documents such as bank statements, receipts and expenses. To address this challenge, Sagars turned to AutoEntry.

AutoEntry automated the capture of data from invoices, receipts, bank statements and credit card statements, with the information able to be exported to Excel/CSV and posted into systems like Xero, QuickBooks and Sage. The results were significant: processing up to 500 purchase invoices that once took around two full days now takes just a couple of hours, while Sagars uploads around 2,500 documents each month. With AutoEntry, Sagars has improved productivity, freed up staff time, and strengthened its ability to offer competitive bookkeeping services and grow its client base.

Sagars Accountants Ltd

Paul Lodder

Partner