Case Study: Simply Balanced Solutions boosts efficiency and grows its practice with AutoEntry

Simply Balanced Solutions partners with AutoEntry to reduce paperwork and grow its practice

Simply Balanced Solutions, a South Hampshire bookkeeping, VAT and payroll firm serving small businesses across the UK, needed a fast, easy-to-use data entry solution with flexible billing to handle fluctuating workloads and large volumes of invoices, receipts, bank statements and other documents. The company chose AutoEntry to eliminate manual data entry and better support its cloud-based bookkeeping services for clients using QuickBooks and Xero.

AutoEntry provided automated document capture, data posting, tax code recognition, mobile receipt capture and PO matching, helping Simply Balanced Solutions process more than 500 documents a month. The firm says this saves around 25% of the time compared with manual processing, while also improving visibility, speeding up VAT inspections and enabling the team to take on more clients; as a result, Simply Balanced Solutions joined the AutoEntry Partner Program in 2018.

Simply Balanced Solutions

Alison Edward

Founder