AutoEntry

AutoEntry is a data capture and automation tool owned by Sage that extracts information from receipts, invoices, bank and credit card statements and other financial documents and publishes it into accounting software. Originally founded in Ireland, the product addresses one of the most time-consuming tasks in bookkeeping: manually keying supplier bills, sales invoices and expense receipts into ledgers. By using optical character recognition combined with learning from user corrections, AutoEntry aims to reduce data entry effort substantially, improve accuracy and give accountants, bookkeepers and business owners more time for review and advisory work.

Documents can be submitted by uploading files, forwarding emails to a dedicated address, scanning with a mobile app or connecting cloud storage, and the system captures details such as supplier, date, invoice number, net, tax and gross amounts, with optional line-item extraction. Supplier rules learn preferred nominal codes, tax rates and tracking categories over time, so repeat documents require little intervention. Captured data is reviewed in a simple interface before publishing to integrated accounting packages, which include Sage, Xero, QuickBooks Online, QuickBooks Desktop, FreeAgent, KashFlow and others, with source images attached for audit purposes. Bank statement extraction converts PDF and paper statements into structured transactions, helping with reconciliations for clients whose banks lack direct feeds. Additional features cover mileage tracking, expense reporting, purchase order matching, fixed asset registers and document archiving. Practice-oriented tools let accounting firms manage many client companies from one account, with configurable user permissions and client upload workflows. Credits-based plans allow firms to scale according to document volume, and unused credits can typically roll over within limits. AutoEntry is used primarily by accounting practices and bookkeepers, as well as small and medium-sized businesses in the United Kingdom, Ireland, North America and Australia that want to automate the flow of financial paperwork. Pricing starts from around USD 12 per month with a free trial; there is no permanently free version.