What is AutoEntry?

Automatically capture, categorise, and publish financial documents to your accounting software.

Oliver Cook avatar
Written by Oliver Cook
Updated this week

AutoEntry is a cloud-based application that puts an end to having to manually enter invoices or receipts.

How does AutoEntry work?

AutoEntry uses Optical Character Recognition (OCR) technology to capture the data from your invoices, receipts, and bank statements. You can categorise them manually or even set up rules to categorise documents automatically. You can then publish these documents to your accounting software or share them with your accountant.

📌TIP: You can use AutoEntry to further analyse this data before publishing. You can apply tracking categories, mark invoices as paid, match purchase orders, extract line items, and more.

Using AutoEntry for your business means:

  • Less manual data entry

  • Less paper

  • Fewer mistakes

  • Time saved

What does AutoEntry capture?

AutoEntry captures data from the following documents:

  • Purchase Invoices/Bills and Receipts

  • Purchase Credit Notes

  • Supplier/Vendor Statements

  • Sales Invoices/Bills

  • Sales Credit Notes

  • Bank Statements*

  • Expenses - reimbursable expenses for expense reports

*Includes credit/debit card statements and PayPal statements.

More details on capturing invoices

AutoEntry captures the totals, tax summaries, and even full line item details of your invoices. AutoEntry captures the sub-totals of the net, tax, and total amounts, at each tax rate for each supplier invoice by default.

📎NOTE: If you request line item capture, it also captures each line's description, unit price, and quantity. It uses arithmetic validation rules to verify the accuracy of the data. This means it never lets you post any incorrect invoices into your accounting software.

You can then easily assign each portion or line to its appropriate nominal and tax code and assign relevant tracking categories, job codes, departments, cost centres, etc.

More details on capturing bank statements

For bank and credit/debit card statements AutoEntry captures:

  • Date

  • Description

  • Debit and credit values

  • Cheque numbers.

📎NOTE: The statement opening balance is used to keep a calculated balance. The closing balances are checked against the statement's closing balance to verify the extraction's accuracy.

What accounting software does AutoEntry integrate with?

AutoEntry integrates with many of the leading accounting software providers. Simply integrate and then publish directly to your integrated accounting software.

How do I sign up for AutoEntry?

If you don't use AutoEntry, you can sign up now and start with a free trial!

What is the cost for AutoEntry?

There is no cost to access your AutoEntry company, the only thing you need to pay for are AutoEntry credits which are what you need to be able to upload documents to AutoEntry and extract information.

You get some credits as part of your free trial. When you require more credits you can either buy them in bulk or start a subscription where you get a certain amount each month.

To find out more about our pricing, visit autoentry.com/pricing.

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