CoSupport AI
What is EntryRocket?
EntryRocket offers a powerful automation solution for businesses seeking to integrate various data sources directly into Xero. By simply forwarding invoices, bills, bank transactions, quotes, purchase orders, and other accounting documents via email, users enable EntryRocket to parse, process, and import the data into Xero with high accuracy and minimal human intervention.
The platform accommodates a wide range of file formats—including CSV, TXT, Excel, XML, JSON, PDF, and more—by providing custom parsers tailored to each business’s needs. With robust customization capabilities and reliable reporting, EntryRocket adapts seamlessly to changing workflows, providing significant time savings and improving data consistency in financial management.
Features
- Automated Xero Import: Imports invoices, bills, bank transactions, and more directly into Xero from emailed files.
- Customizable Parsers: Custom-built data parsers for unique business formats and rules.
- Wide File Format Support: Processes CSV, TXT, Excel, IIF, XML, JSON, YAML, PDF, and additional text-based formats.
- Seamless Email Integration: Enables data forwarding and import into Xero via a dedicated company email address.
- Custom Rule Application: Implements tailored logic, such as calculating fees or splitting line items.
- Instant File Processing: Operates 24/7 with immediate processing and document creation in Xero.
- Powerful Reporting: Provides email reports for each processed file, detailing success or errors.
- Multi-Organization Support: Handles imports for multiple Xero organizations with scalable plans.
- Unlimited Document Parsers: Supports an unlimited number of different document formats per account.
- Secure and Reliable: Utilizes robust automation to reduce manual error and ensure data integrity.
Use Cases
- Automating the import of invoices and bills into Xero for accounting firms.
- Eliminating manual data entry for bank transactions and credit notes for business owners.
- Integrating legacy or third-party systems with Xero using custom file parsers.
- Streamlining regular purchase order imports for procurement teams.
- Reducing bookkeeping workload for SMEs by automating recurring financial document imports.
- Ensuring accurate data migration from various formats to Xero for financial controllers.
FAQs
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What is a parser in EntryRocket?
A parser is a custom program that extracts data from your files and converts it into a format compatible with Xero, allowing for full customization of data import rules. -
How many files can I send to be processed?
There are no daily or monthly limits imposed by EntryRocket; the only restrictions come from Xero, which allows up to 1000 records per day per account. -
What does the setup process involve?
The setup process consists of collaborative communication to understand your file types and requirements, after which a custom parser is built and tested to ensure smooth, accurate imports into Xero. -
How long does it take to complete initial setup?
The typical setup duration is 2-3 days, depending on promptness in providing required information and feedback on test results. -
Do you offer volume discounts on high document numbers?
Yes, volume discounts are available depending on the number of documents you need to import into Xero; custom packages can be arranged for specific needs.
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