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EntryRocket

By EntryRocket
5 out of 5 stars
Email your business documents as attachments and they will appear in Xero automatically, in minutes. No manual data entry, no templates required. We adapt to your existing file formats.
Rated
5.0
out of 5
Reviewed by
4
Xero users
Listed for
2 years
November 2022
Key functions
Bills and expenses
Invoicing and jobs

Overview

Stop Manual Data Entry Forever

EntryRocket eliminates manual data entry by automatically reading your business documents and creating Xero entries. Simply email your documents as attachments and they will appear in your Xero account within minutes.

Complete Document Processing Solution

Email us your documents and we'll create:

  • Quotes → Xero quotes ready for sending
  • Purchase Orders → Xero purchase orders for tracking
  • Invoices → Sales invoices or purchase bills
  • Bank Statements → OFX files emailed back for easy Xero upload
  • Receipts → Purchase bills
  • Bank Transfers, Batch Payments, Credit Notes → Corresponding Xero entries
  • Manual Journals, Linked Transactions, Payments → Automated Xero creation

How EntryRocket Works

Custom Reader Development We build specialized readers for your specific document formats. Our engineers analyze your actual documents and create custom programs that understand exactly how to extract data from YOUR files – no templates required.

Email-Based Processing Send documents as email attachments to your dedicated EntryRocket email address. Each reader gets its own email address. Our system processes files 24/7, within minutes.

Flexible Xero Integration Documents are created in Xero in whatever state you choose – draft, awaiting approval, or approved. You decide during setup based on your workflow needs.

Advanced Business Logic We can transform, aggregate, categorize, and recalculate data before sending to Xero. Add processing fees automatically, split transactions, apply business rules, or perform calculations that would otherwise require manual work in Xero.

Real Results from Real Customers

Peter Samuel, Forward Trucking (UK): "Reduced 12 hours of weekly work to 10 minutes. 200 invoices processed automatically every week with zero errors."

Chris Ashton, Konstruct (New Zealand): "Saves us 10 minutes per quote. We email PDF quotes and they appear as quotes in Xero instantly."

When EntryRocket Delivers Maximum Value

EntryRocket works best when you have:

  • Regular documents from consistent sources (setup costs spread across many files)
  • Bank statements with multiple transactions (one file eliminates hours of work)
  • Files you receive from suppliers/customers that you cannot modify
  • Need for data transformation or business rule application

No Templates, No Formatting Required

Unlike template based solutions that require strict formatting, EntryRocket adapts to your existing documents. We work with whatever file formats you already receive from customers and suppliers – no changes needed.

Supported File Formats:

  • Computer-generated PDF documents
  • Excel spreadsheets with any structure
  • CSV and IIF files with any formatting
  • XML and JSON files from business systems
  • All sent via email attachments only

EntryRocket + Xero

Seamless Xero Integration

EntryRocket connects securely to your Xero organization to create entries directly in Xero, exactly where they belong:

Document Creation Capabilities:

  • Sales Invoices: Complete line items, customer matching, tax handling
  • Purchase Bills: Supplier details, account codes, payment terms
  • Quotes: Full quote details ready for customer sending
  • Purchase Orders: Trackable POs with line item preservation
  • Credit Notes: Proper reversals and adjustments
  • Bank Transfers: Inter-account movements
  • Batch Payments: Multiple payment processing
  • Manual Journals: Complex accounting entries
  • Linked Transactions: Billable expense tracking
  • Payments: Customer and supplier payment records

Bank Statement Processing: Bank statements require special handling due to Xero API limitations. We convert your bank statement files to OFX format and email them back to you for easy upload to Xero – eliminating manual transaction entry while maintaining compatibility.

Flexible Document States: You choose whether documents are created as draft, awaiting approval, or approved. This is configurable per reader based on your workflow requirements. We can even implement conditional logic to automatically determine document states based on data in your files.

Advanced Data Processing:

  • Line-level extraction: Product codes, descriptions, quantities, rates, tax amounts
  • Customer/vendor matching: Automatic contact synchronization with existing Xero records
  • Account coding: Intelligent assignment based on description patterns
  • Multi-currency support: Automatic currency handling and conversion

Custom Business Logic Implementation:

  • Fee calculations: Automatically add processing fees or commissions
  • Transaction splitting: Allocate single payments across multiple accounts
  • Data aggregation: Combine multiple line items into summary entries
  • Conditional processing: Apply different rules based on document content
  • Validation: Custom checks for data accuracy and completeness

Email-Based Workflow: Each reader receives a unique email address. Customers email documents as attachments to the appropriate reader address. Processing occurs automatically with detailed import reports sent back via email.

Security and Reliability:

  • OAuth 2.0 authentication eliminates password sharing
  • AES-256 encryption for all data transmission
  • SOC 2 Type II certified hosting infrastructure
  • Automatic document deletion after processing

Reviews & ratings

5.0 out of 5 stars
4 Reviews

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Most recent reviews

RG
Rich Gravestock
Posted 6 Mar 2023
5 out of 5 stars

Great app, great service

From the first contact their service and support has been awesome. The product is great and we can push our invoices from a 3rd party software to Xero with ease. Thoroughly recommend EntryRocket!
AG
Andrew Gierer
Posted 31 Jan 2023
5 out of 5 stars

Solid product and great team

Great team helped us set up this automation and basically ran hand-offs for years without issue. In the few times the sending system had an edit, this team would adjust quickly and we'd be rolling again. Happy customer here!
CA
Chris Ashton
Posted 18 Dec 2022
5 out of 5 stars
Amazing! Our quotes are in a pdf format with an integrated Excel Spreadsheet. Guys from EntryRocket were able to make a parser file that grabbed information from the Excel and the body of our pdf Quote. All we do is email our pdf quotes to the dedicated email address and they pop up in Xero Draft invoices for us to approve. This saves us up to 10 minutes of re-entering the same info from our quotes into Xero. I haven't encountered such amazing service and speedy responses. Outstanding thank you.

Additional info

Shared data

Xero
EntryRocket
Receiptsshared from EntryRocket to Xero
Paymentsshared from Xero to EntryRocket and from EntryRocket to Xero
Invoicesshared from Xero to EntryRocket and from EntryRocket to Xero
Contactsshared from Xero to EntryRocket and from EntryRocket to Xero
Accountsshared from Xero to EntryRocket and from EntryRocket to Xero
Quotesshared from Xero to EntryRocket and from EntryRocket to Xero
Overpaymentsshared from Xero to EntryRocket and from EntryRocket to Xero
Tracking Categoriesshared from Xero to EntryRocket and from EntryRocket to Xero
Tax Ratesshared from Xero to EntryRocket and from EntryRocket to Xero
Purchase Ordersshared from Xero to EntryRocket and from EntryRocket to Xero
Prepaymentsshared from Xero to EntryRocket and from EntryRocket to Xero
Manual Journalsshared from Xero to EntryRocket and from EntryRocket to Xero
Itemsshared from Xero to EntryRocket and from EntryRocket to Xero
Currenciesshared from Xero to EntryRocket
Credit Notesshared from Xero to EntryRocket and from EntryRocket to Xero
Branding Themesshared from Xero to EntryRocket
Bank Transactionsshared from Xero to EntryRocket and from EntryRocket to Xero

Functions

Bills and expensesInvoicing and jobs

Industries

Professional servicesAccounting

App details

By EntryRocket
Added in 2022

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthelp@entryrocket.com

Follow

LinkedIn

Get started with EntryRocket

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.