AccountsPrep enables accountants and bookkeepers to prepare year‑end accounts for any client who isn’t using accounting software. You can upload your data through AutoEntry and then use AccountsPrep to generate a trial balance and produce complete year‑end accounts.
📎NOTE: AccountsPrep is best suited for clients who don't have a ledger or an accounting software. It's not designed to replace accounting software such as Sage Accounting.
How does AccountsPrep work?
Use AutoEntry to scan and extract your data such as your expenses, sales, and bank statements. You can then transfer the data directly into AccountsPrep, and fast code your transactions against your nominal ledgers.
You can also upload and manage lists of cheques and deposits to reconcile them with your bank. Finally you can create standard journal entries to complete your accounts.
After you post all your entries you can generate reports such as P&L, balance sheet, or tax reports. You can also export your reports into formats compatible with software such as Sage AP, CCH, IRIS, or Relate.
Other functionalities
Other functionalities
Full integration with the AutoEntry Sales and Purchases inboxes
Multiple bank / credit card accounts
Bank account transfers
Split transactions - You can split a single bank payment into multiple lines (nominal / tax codes etc.)
Duplicate checks
Three methods of journal entry
Opening balances import
Multiple periods - This includes automatic roll-forward of the TB into the next period
Up-to-date chart of accounts and export formats to match accounts production software
Analysis tags - Tag your transactions for more reporting insight
For more information about AccountsPrep visit autoentry.com/accountsprep.
Income Tax / Making Tax Digital (MTD) - (The MTD feature will only be available when signing up via Sage for Accountant - planned for 2026)
How do I add AccountsPrep?
If you’re using AutoEntry as a standalone product
You can sign up for a monthly subscription as an add-on from your AutoEntry account. After you subscribe, you can then integrate your clients from AutoEntry and access their AccountsPrep account from the AutoEntry list.
📌TIP: For pricing information and to book a demo visit autoentry.com/accountsprep. Alternatively, complete this form to arrange a callback with a member of our sales team.
If you’re using Sage for Accountants
You'll soon be able to add AccountsPrep as a subscription from Client Management. (Release planned for early 2026).
Other FAQs
Can I use AccountsPrep if I'm not an accountant?
Can I use AccountsPrep if I'm not an accountant?
AccountsPrep is only for accountants and bookkeepers to prepare accounts for clients who don’t use a ledger. Businesses normally use an accounting package such as Sage Accounting.
How many clients can I process?
How many clients can I process?
You can process as many companies as you want at no extra cost, just like you can as part of an AutoEntry subscription.
Which AutoEntry subscriptions does AccountsPrep work with?
Which AutoEntry subscriptions does AccountsPrep work with?
AccountsPrep works perfectly with all AutoEntry subscription tiers.
Can I use AccountsPrep without an AutoEntry subscription?
Can I use AccountsPrep without an AutoEntry subscription?
Currently, AccountsPrep is only available as an add-on for an active AutoEntry subscription. You can only use it from AutoEntry.
AccountsPrep will soon be available from Sage for Accountants / Client Management. (2026)
Do I pay for AccountsPrep using my AutoEntry credits?
Do I pay for AccountsPrep using my AutoEntry credits?
When signing up from AutoEntry, you have two separate subscriptions:
AccountsPrep subscription: The fixed monthly subscription gives you access to AccountsPrep and is separate from your AutoEntry credit usage
AutoEntry: You can choose the subscription plan depending on your credit usage
When signing up from Sage for Accountant, the one subscription to AccountsPrep gives you access to both AccountsPrep and AutoEntry with a specific credit allowance.
In either cases, if you go over your credit allowance, you'll be paying applicable overage rates.
Does AccountsPrep have a free trial?
Does AccountsPrep have a free trial?
There’s no trial available for AccountsPrep. However, if this product isn’t the right solution for you, you can cancel before the renewal billing date.
Is AccountsPrep compliant with Making Tax Digital (MTD)?
Is AccountsPrep compliant with Making Tax Digital (MTD)?
AccountsPrep will be MTD-compliant in 2026 and will integrate with HMRC to allow UK customer to submit Income Tax. This feature will only be available when signing up to AccountsPrep from Sage for Accountants.
Further help for AccountsPrep
Access AccountsPrep help centre.