AutoEntry by Sage

You can contact AutoEntry support if you can’t find the answer in the Help Centre.

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Use the in-app web chat from your account or the Help Centre

Click the green chat bubble in the bottom-right corner

1. Use the in-app web chat from your account or the Help Centre
2. Click the green chat bubble in the bottom-right corner
3. Select Send us a message

Our Sage AI Assistant runs 24/7. You can request a support agent if needed. The team works Monday to Friday, 08:00 to 23:30 (GMT).

When you start a chat, you’ll speak to our AI Agent, who uses our resources to give you answers.

Ask your question clearly and include as much detail as you can

If the answer didn’t help, you'll have the option to speak to a team member 

- Ask your question clearly and include as much detail as you can
- If the answer didn’t help, you'll have the option to speak to a team member 

You can continue an ongoing chat by selecting the Recent Message option within the Home tab of our chat widget.

When you select the Messages tab in the chat widget, you can view all previous inbound and outbound messages with AutoEntry. Depending on how recent the chat was will determine whether you can continue the conversation. If you can't, you can start a new chat.

You can download a script of the chat. This can make it easier to follow steps or keep a record of the resources the team provided. 

Click the three dots in the top-right corner.

1. Open the message.
2. Click the three dots in the top-right corner.
3. Click Download transcript.

View plans at <a href="https://www.autoentry.com/pricing" rel="nofollow noopener noreferrer" target="_blank">autoentry.com/pricing</a>

Book a demo and get advice from a sales expert

- View plans at <a href="https://www.autoentry.com/pricing" rel="nofollow noopener noreferrer" target="_blank">autoentry.com/pricing</a>
- Book a demo and get advice from a sales expert

Ocrex Ltd (trading as AutoEntry, registered in Ireland with the Companies Registration Office number 468361) is part of Sage Group Plc.

Here's how to get in touch with us if you need further help.

Contact AutoEntry

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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