AutoEntry is a cloud-based application that allows you to scan and digitise your expenses, invoices, and statements, putting an end to manual entry.
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 analyse this data further 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
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 line to its relevant nominal account and tax categories, and other tracking categories or cost centres, etc.
More details on capturing bank statements
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 system will check the statement's closing balance against the opening balance to verify the extraction's accuracy.
How do I sign up for AutoEntry?
There's two methods to create an account: As a standalone product or via Sage for Accountants.
Standalone product
You can sign up to AutoEntry as a free trial account and then activate a subscription or buy credits whenever you need them.
NOTE: If you activate AutoEntry as part of the Sage 50 bundle, you need to create a free trial without activating a subscription. The credits are included in your Sage subscription.
Sage for Accountant
AutoEntry is automatically available as part of the Sage for Accountants suite (SFA) .
Whichever method you use to create the account as a standalone product, or via SFA, you can then integrate with your accounting software.
What is the cost for AutoEntry?
There’s no cost to access your AutoEntry company.
The only thing you need to pay for are AutoEntry credits that you need to upload documents to AutoEntry and extract information.
Trial accounts:
You get some complementary credits as part of your free trial.
Standalone accounts:
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.
Sage subscriptions :
The option to buy credits directly from AutoEntry isn’t available if you’re using AutoEntry from Sage for Accountants or if you have a Sage 50 bundle subscription. You need to check with your Sage support team to review your credit allowance.
What accounting software does AutoEntry integrate with?
AutoEntry integrates with many of the leading accounting software providers. After you connect, you can publish your invoices directly to your integrated accounting software.