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
Getting started
Begin Your Automated Data Entry Journey
Click the "Get this app" button above to start eliminating manual data entry. This will take you to our website where you can share with us some of your files we can analyze and follow up with you to better understand how exactly you need that data imported into Xero.
Setup Process
Step 1: Initial Consultation and File Review
After clicking the "Get this app" button you'll complete our contact form. We'll then follow up with you to understand your specific requirements and workflow needs.
Step 2: Quote and Agreement
Based on your requirements, we'll provide:
- Setup fee quote (usually $149 per document type, may vary for complex requirements)
- Recommended monthly subscription plan (starts at $49/month for up to 100 credits)
Understanding Credits:
- 1 credit = 1 document with up to 5 lines (includes headers plus first 5 line items)
- 1 additional credit for each 10 lines beyond the first 5
- Examples: 1-5 lines = 1 credit, 6-15 lines = 2 credits, 16-25 lines = 3 credits
If you accept our quote, we'll send you a secure payment link for the setup fee.
Step 3: Reader Development (3-5 Business Days)
We build custom readers specifically for your document formats. Readers are specialized programs that understand your exact file layouts – no templates or format changes required.
Step 4: Go Live
After you test and approve that everything works correctly, we start your monthly subscription billing. You don't pay monthly fees during setup and testing.
Daily Operations
Simple Email-Based Processing:
- Email documents as attachments to your dedicated reader addresses
- Automatic processing occurs within minutes, 24/7
- Receive import report via email with processing details
- Review in Xero – documents appear in your chosen state
- For bank statements: Upload the OFX file we email back to you
Multiple Readers: Each document type gets its own email address. Send each file type to the correct reader address for proper processing.
Support and Assistance
Expert Engineering Support: Direct communication with engineers who built your custom readers. No helpdesk transfers.
30-Day Money-Back Guarantee: Complete satisfaction guaranteed. If EntryRocket doesn't meet expectations after setup, we provide a full refund within 30 days.
Success Tips
Start with High-Volume Sources: Begin with document types requiring the most manual effort.
Use Email Forwarding: Set up automatic email rules to forward documents to EntryRocket for hands-off processing.
Maintain Consistent Formats: Keep using the same file formats we've set up readers for – this ensures continued accuracy.
Ready to eliminate manual data entry? Click "Get this app" above to begin.
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Great app, great service
Solid product and great team
