AutoEntry

AutoEntry Hero
App of the month
AutoEntry is an automated data entry software by Sage.

About this App

Automated data entry. Smarter books. Easier lives.

The fastest way to capture, categorise and publish financial documents through to accounts software.

How it works

Capture, categorise and publish

AutoEntry captures the data from your invoices, receipts and bank statements. You categorise them and then publish them through to your accounting software or share with your accountant.
This removes the grind, pain and hassle of manual data entry.

  • Photograph, scan or email the documents. 

  • Let AutoEntry do the data entry work for you.

  • Publish results to accounting software.

“AutoEntry has exceeded our expectations. It’s helped reduce the time taken to process paper documents by approximately 80 percent.”

Shelley Lingo, Director at GCT Technology & Accounting

Benefits for small/medium business

Speed & Clarity: Get a clearer overview of your accounts

Getting the correct data to your accountant or bookkeeper in good time will mean that you are receiving better advice when you really need it. Whether it’s a cost-saving opportunity or a mistake avoided, the sooner you get that clarity, the better.

Find out good and bad news early, instead of weeks or even months too late.

Accuracy: Mistakes slow you down at best, and at worst can cost you dearly

We all make mistakes. A typo is one thing, but missing a decimal point is another thing entirely. Automation software never gets bored and accuracy is significantly improved.

This reduction in errors helps you avoid professional embarrassment, reputational damage and loss of clients.

Benefits for accountants and bookkeepers

Better processes: Less paper, less manual data entry, better processes

AutoEntry ensures a smoother process from start to finish, as data entry, graft and even paper are drastically reduced.

AutoEntry improves how you work with your clients. This means far less time spent on the data collection and processing and a lot more time advising clients on their finances.

Realtime data: The important information, when you need it

Catch good news and bad news early on—whether that’s misfiling, good opportunities or something else. Stop struggling to get to trial balance. No more waiting for tax deadlines or bad news to act!

AutoEntry allows you to give advice and information to your clients in a more timely manner.

Speed and accuracy: Faster and more accurate than manual data entry

Delegate the data entry to automation, making for a more efficient, accurate and lean workplace.

Use the time to focus on more meaningful and fruitful work, whether that's advising clients, building your business or working on strategy.

Better relationships: Better data and processes lead to better conversations

With less time spent on data entry and chasing documents, you’ll have more time to focus on analysis and conversations with clients.
These conversations are an opportunity for you to share your expertise and knowledge with clients.

AutoEntry captures and analyses your documents (bank statements, bills, invoices, expenses, receipts) and then publishes them into your accounts software..

AutoEntry also has the feature AccountsPrep, which helps you import and fast-code your bank statements or receipts. You can also augment your settings, based on your preferences, localized tax codes and more.

Cost (from)

£12/month

Free Practice Subscription

Trial

The free trials contain 25 credits.

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Integrations

  • AccountRightLive

  • AccountsIQ

  • ClearBooks

  • EXACT

  • FreeAgent

  • FuseMetrix

  • KashFlow

  • MYOB AccountRight

  • ReckonAccountsR

  • ReckonOne

  • ReckonOneR

  • Sage

  • SortMyBooks

Geographies Served

  • Australia

  • Canada

  • Hong Kong

  • Ireland

  • Malaysia

  • New Zealand

  • Philippines

  • Singapore

  • South Africa

  • United Kingdom

  • USA

App features per category

Expense Management

  • Categorise expenses

    • AI auto categorise

    • Manual

    • Rules

    • VAT tracking

  • Mileage

    • Manually add mileage

  • Employee expenses

    • E-Approval

      • Single

    • Reports

      • Manual submit

  • Expense capture

    • Email-in address

    • Expense data extraction

    • Fetch

      • Suppliers

    • Upload

Receipt & Invoice Processing

  • Data Extraction Type

    • Bank statements

    • Billls

    • Credit notes

    • Receipts

    • Sales Invoices

    • Supplier statements

  • Line items

    • Manually split into line-items

    • Per document extraction

    • Per supplier extraction

  • Data Submission Method

    • Email

    • Mobile App

    • Multi item doc (ie. PDF) 

      • Exact split based on invoice number

    • Multi page doc 

    • Single page doc

    • Supplier fetching

    • UK Bank statement fetching 

    • Upload

  • Rules

    • Billable

      • Billable QuickBooks Online

      • Billable Xero

    • Customer tracking

    • QB Class / Location

    • Supplier auto-publish

    • Supplier category / description / due date / VAT

    • Supplier level payment rules

    • Supplier line item category / description / due date / VAT

    • Xero tracking

  • General

    • Add missing documents to existing transactions (QBO/Xero)

    • Choose accounts 

    • Duplicate check (items in accounting integration) 

    • Duplicate detection (items in app) 

    • Expenses e-approval 

    • Export all transactions

      • CSV

    • Intuitive suggestions for category and tax

    • Mark bills as paid 

    • Multi-currency 

    • Notifications upon process

    • Purchase Order Matching

      • PO Match QuickBooks Online

      • PO Match Xero

    • QB products & services line items

    • Supplier statement reconciliation

  • Storage features

    • Minimum 7 years document storage

    • Unlimited storage

Resources by AutoEntry

Visit AutoEntry

Some details on this page are subject to change. If you see something wrong please contact us here.

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