Credits are AutoEntry's in-product currency for uploading documents to AutoEntry. The number of credits you use depends on the document type you upload.
AutoEntry's credit system
Invoices have the lowest charge, whereas bank statements cost more due to the higher volume of extraction required.
Credits charges apply as follows:
Purchase/Sales invoices | 1 credit per invoice |
Purchases/Sales invoices with line items | 2 credits per invoice |
Expenses | 1 credit per invoice/receipt |
Supplier statements | 2 credits per statement |
Bank and credit card statements | 3 credits per page |
How do I add more credits?
If you've signed up to AutoEntry as a standalone product, you can either activate a subscription or purchase credits in bulk.
If you've signed up to AutoEntry as part of a Sage 50 bundle or Sage for Accountant subscription, you need to contact Sage support to enquire about your credit allowance.
How much is a credit subscription?
To find out more about our pricing, visit autoentry.com/pricing. (AutoEntry subscriptions).
📎NOTE: All subscriptions and plans have increased as of 1 September 2025. Including non standard / fixed-price plans. For more information, visit our price update page.
How long do credits last?
This will depend on the type of subscription:
AutoEntry subscriptions and Bulk purchases
Credits expire 90 days after the date of purchase
This means credits effectively roll over for a maximum of three months if unused
Credits expire with both subscriptions or bulk purchases
Credits will expire even if you have paused your subscription
📎NOTE: Before July 2025, pausing your subscription meant the credits didn't expire. The terms and conditions have changed. Anyone who paused the subscription before the change has until 30 September 2025 to use up their credits. After this, the new terms ensure that credits expire within 3 months, even during a paused subscription. We advise customers to verify their subscription's specific terms for clarity.
This will not affect Canadian Customers.
📌TIP: To manage your credits effectively and avoid disruptions:
Regularly check your credit balance and usage reports
Review your subscription plan regularly to ensure it aligns with your usage needs
For active subscriptions, consider upgrading if you frequently run low on credits
Sage 50 Bundle subscriptions
When using AutoEntry as part of a Sage 50 bundle subscription, credits expire on the first of every month. Credits don't roll over if unused.
Sage 50 users can buy additional credits directly through the AutoEntry website. These credits expire 90 days after the date of purchase. (Or subject to expiration terms specific to the purchase).
Sage for Accountant subscriptions
When using AutoEntry or AccountsPrep via Sage for Accountants, credits expire on the first of every month. Overage charge applies for any credits used beyond the allowance. Contact Sage support for any enquiries.
What if I use more than the credits in my monthly subscription? (AutoEntry subscriptions only)
Usage
You can check your credit balance and credit usage from your settings.
Overage
When you reach your credit allowance, overage applies up to 200% of your monthly credit limit. These credits will show in negative in your usage report. The next bill will automatically include these extra credits with a 10% extra charge.
Bulk purchase
You can also make a one-off purchase in bulk without affecting your subscription.
Upgrade
If you think you'll exceed your monthly AutoEntry credits, you can upgrade your monthly subscription at any time to get the best value. You can downgrade later if your usage decreases again.
📎NOTE: To be able to upgrade your subscription, you will need to clear any overage first.
Pause your subscription
If needed, you can also pause your subscription to allow you time to use your unused credits without having to buy more.
📎NOTE: Credits expire after 90 days. Beyond that limit, you can still pause your subscription, but you lose any unused credits.
Affected regions only.