Inicio rápido
Esta guía abarca todas las funciones de AutoEntry:
- Empezando — Crea tu cuenta y conecta el software de contabilidad
- Cómo usar la entrada de datos sencilla — Replace manual data entry with photos, scans, and bulk uploads
- Cómo usar el panel de control detallado — Track every document by status so nothing stalls in the queue
- Cómo utilizar la integración del software de contabilidad — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
- Cómo utilizar la gestión de facturas — Route supplier bills through approval workflows before they hit the ledger
- Cómo utilizar la publicación automatizada — Push categorised documents into your ledger without retyping a field
- Cómo utilizar la extracción de partidas individuales — Capture every product row on an invoice, not just the total
- Cómo utilizar el análisis inteligente — Let machine learning sharpen capture accuracy the more you feed it
- Cómo utilizar el procesamiento de extractos bancarios — Turn scanned bank statements into clean, reconcilable transaction lines
- Cómo utilizar los informes de gastos — Let staff snap receipts on the mobile app and claim in seconds
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have run AutoEntry across client files for eight months and tested every feature here.
Este tutorial se basa en trabajo práctico real, no en capturas de pantalla del proveedor.
AutoEntry is one of the most widely used data capture tools for contadores y contables.
Most people only ever use it to snap receipts.
This guide shows you how to use AutoEntry properly, feature by feature.
Paso a paso, con capturas de pantalla y consejos profesionales que te ahorrarán tiempo.
Tutorial de AutoEntry
This How to Use AutoEntry tutorial walks through every feature, from first login to advanced supplier rules.
You will see exactly how AutoEntry works on real client documents.
Entrada automática
Stop retyping invoices, receipts, and bank statements. AutoEntry captures the datos, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.
Introducción a la entrada automática
Complete this one-time setup before touching any feature.
Here is what the first weeks actually looked like for me:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Sage owns AutoEntry, so signup runs through a standard Sage form.
Red texto marks any field that is required.
Expect these prompts:
- Datos de contacto: a valid email address, salutation, job title, and company name.
- Company address: valid phone number, address line one, city, state, and zip or postal code.
- Reachability: for text updates add a valid phone number, enter your mobile phone as well.
- Sizing questions: your required annual revenue band and required number of client files.
- Sage history: a required existing Sage customer toggle plus your required account number.
Every required negocio phone entry needs the country dialing code.
Validation labels appear for required job title, required company, and required country.
You will also see required city, required state, and required zip warnings.
Pick your sector before you continue — industry choice changes the onboarding path you get.
Choose Sage business partner if you resell Sage products to clients.
One checkbox asks you to confirm that the email provided is my professional email address.
Use a professional email address here, not a personal bandeja de entrada.
A required session token keeps the form alive for thirty minutes.
✓ Control: Check your inbox for the confirmation email.
Paso 2: Conecte su software de contabilidad
To set up AutoEntry, users must connect it to software de contabilidad, create a company profile, and import the chart of accounts and tax codes.
Install the mobile app now too, so staff can snap receipts immediately.
Here is what the finished setup gives you:
✓ Control: Your company profile lists a connected provider and imported tax codes.
Step 3: Set Your Contact Preferences
The last screen asks you to indicate whether you agree to be contacted.
Box one covers being contacted with marketing communications from Sage including by electronic communications.
Tick the next box to receive promotional communications about Sage products.
A third option lets you receive SMS communications and Sage marketing emails.
Opt in to receive SMS messages to learn about releases and webinars.
Sage can then send you Sage marketing content and event invitations.
You can also choose to receive marketing content from Sage on a monthly cadence.
Tick the consent box to continue; mobile phone alerts begin after that.
The consent notice reads please accept to continue before the button unlocks.
As part of B2B marketing, your data will be added to our database.
Sage stores that personal data under GDPR rules, and the contact details you have provided stay encrypted.
Expect a call back from a Sage representative within two working days.
You can unsubscribe from our communications at any time; unsubscribe links sit in every footer.
Sage also hands over a free guide to automated teneduría de libros once you submit.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
Cómo usar la entrada de datos sencilla
Entrada de datos sencilla lets you retire manual data entry for good.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Documents Tab
Log in and click Documents in the left sidebar.
You can photograph, scan, or upload documents to AutoEntry from here.
Step 2: Upload Your First Batch
Drag a stack of invoices into the drop zone.
Así es como se ve:
✓ Control: Each file shows a Processing badge that flips to Ready.
Step 3: Review the Captured Fields
Check the supplier name, date, net, and tax totals.
✅ Resultado: Your first batch of automated data capture is done in minutes.
💡 Consejo profesional: Batch scanning through the desktop app beats uploading files one by one.
Cómo usar el panel de control detallado de AutoEntry
Panel de control detallado shows exactly where every document sits in your workflow.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el panel de control
Click the company name to load its dashboard view.
Step 2: Filter by Status
Use the Inbox, Ready, and Published tabs to sort your data.
Así es como se ve:
✓ Control: The counter above each tab matches your document totals.
Step 3: Set a Date Range
Narrow the view to the month you are currently reconciling.
✅ Resultado: You can spot stuck documents before a client ever asks.
💡 Consejo profesional: Bookmark the Ready tab — it becomes your daily publishing checklist.
Cómo usar la integración del software de contabilidad AutoEntry
Contabilidad Software Integration gives you a seamless integration with the accounting software you already run.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el menú de Integraciones.
Log into your accounting software first.
Users can log into accounting software and find AutoEntry settings under the Connect or Settings menu.
Step 2: Authorise the Connection
Pick your provider and approve the permission prompt.
Así es como se ve:
✓ Control: The provider logo turns green with a Connected label.
Step 3: Import Your Chart of Accounts
Pull in the chart of accounts and tax codes before publishing anything.
✅ Resultado: AutoEntry integrates with accounting software like Xero, Sage, and QuickBooks in one place.
💡 Consejo profesional: Re-sync the chart of accounts whenever you add new nominal codes.
How to Use AutoEntry Bills Manager
Gestión de facturas keeps supplier bills moving through approval workflows without chasing anyone.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Purchases Folder
Select Purchases, then choose the supplier you are working on.
Step 2: Assign Codes and Approvers
Users can assign VAT codes and default accounts for automatic application in AutoEntry.
Así es como se ve:
✓ Control: The bill moves into the Awaiting Approval column.
Step 3: Send the Bill for Approval
Click Request Approval and pick the approver from the dropdown.
✅ Resultado: Supplier bills now clear approval without a single chasing email.
💡 Consejo profesional: Set default accounts per supplier — AutoEntry reuses them automatically next month.
How to Use AutoEntry Automated Publisher
Publicación automatizada sends captured and categorised documents into your accounting software automatically.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Categorise One Document
Set the account, tax code, and description once.
Step 2: Turn On Auto-Publish
Flip the Auto-Publish toggle inside that supplier’s settings.
Así es como se ve:
✓ Control: The document status reads Published with a timestamp.
Step 3: Confirm the Ledger Entry
Open your accounting software and check the transaction landed.
✅ Resultado: Tras categorizar un documento, AutoEntry recuerda la configuración para futuras transacciones con ese proveedor.
💡 Consejo profesional: Leave auto-publish off for new suppliers until two invoices capture cleanly.
How to Use AutoEntry Line Item Extractor
Extracción de partidas pulls individual line items off an invoice instead of header totals only.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Switch the Capture Mode
Open supplier settings and turn on Line Item Capture.
Step 2: Upload a Detailed Invoice
Two credits are required for an invoice or receipt with line items to be captured in AutoEntry.
✓ Control: Every product row appears as its own editable line.
Step 3: Map Rows to Nominal Codes
Assign each row a code so stock and services split correctly.
✅ Resultado: Your ledger now carries item-level detail for real cost analysis.
💡 Consejo profesional: Only switch on line items for suppliers where the breakdown genuinely matters.
How to Use AutoEntry Smart Analyzer
Análisis inteligente uses machine learning to improve the efficiency and accuracy of data capture processes.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Correct One Mis-Read Field
Click the wrong value and type the right one.
Step 2: Save the Supplier Rule
Tick Remember this setting before you close the document.
Así es como se ve:
✓ Control: The corrected field pre-fills correctly on the new document.
Step 3: Upload the Next Invoice
Send in another invoice from the same supplier to test it.
✅ Resultado: Processing times in AutoEntry are fast, and the more it is used, the faster it gets.
💡 Consejo profesional: Fix errors on the spot — every correction trains your own capture model.
How to Use AutoEntry Bank Statement Processor
Procesamiento de extractos bancarios captures data from bank statements directly into accounting software, keeping records accurate and current.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Bank Statements Folder
Choose Bank Statements, then select the correct bank account.
Step 2: Upload the Scanned Pages
Se necesitan tres créditos para una sola página de extractos bancarios en AutoEntry.
Así es como se ve:
✓ Control: The opening and closing balances match your statement exactly.
Step 3: Check the Running Balance
Compare the closing balance against the paper statement.
✅ Resultado: Credit card statements and bank statements land as reconcilable lines, not typing work.
💡 Consejo profesional: Upload statements in date order so the running balance check actually works.
Cómo utilizar los informes de gastos de AutoEntry
Informes de gastos lets your team submit expenses via the AutoEntry app and manage them through approval workflows.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Invita a tu equipo
Add each user under Settings, then Users, then Invite.
Step 2: Snap a Receipt
The mobile app allows users to snap receipts and invoices on-the-go.
Así es como se ve:
✓ Control: The expense shows a green Approved tag in the dashboard.
Paso 3: Aprobar y publicar
Review the claim, approve it, then publish to the ledger.
✅ Resultado: Staff claims arrive coded and approved without a spreadsheet in sight.
💡 Consejo profesional: Ask staff to snap receipts at the till — paper fades within weeks.
Consejos y atajos profesionales de AutoEntry
After eight months of daily use, these are the habits that save time.
Here is my own AutoEntry setup in practice:
Atajos de teclado
| Acción | Atajo |
|---|---|
| Save and open next document | Ctrl + Enter |
| Move between capture fields | Pestaña |
| Zoom the scanned image | Ctrl + Desplazar |
| Delete the current document | Ctrl + Delete |
Características ocultas que la mayoría de la gente pasa por alto
- Supplier memory: code a supplier once and AutoEntry reuses those settings forever.
- Email-in address: forward supplier invoices straight into the folder, skipping uploads entirely.
- Cloud archive: all AutoEntry documents are securely stored in the cloud for future reference and auditing.
Errores comunes de AutoEntry que debe evitar
Mistake #1: Burning credits on line items
❌ Incorrecto: Turning on line item capture for every single supplier by default.
✅ Derecha: One credit covers a simple invoice; two credits are spent when line items are captured.
Mistake #2: Publishing before the chart of accounts imports
❌ Incorrecto: Uploading a month of documents before connecting your accounting software.
✅ Derecha: Import accounts and tax codes first, then send in your first batch.
Mistake #3: Ignoring the correction prompts
❌ Incorrecto: Fixing mis-read fields in the ledger afterwards instead of inside AutoEntry.
✅ Derecha: Correct it in AutoEntry so the machine learning stops repeating that error.
Solución de problemas de AutoEntry
Problem: Documents stuck on Processing
Causa: Blurred photos or multi-page PDFs sent as one file.
Arreglar: Re-scan at 300 DPI and split long PDFs into separate uploads.
Problem: Signup form will not submit
Causa: A hidden field is required and sits below the visible area.
Arreglar: Scroll up, clear every red label, then retry the submit button.
Problem: Published entries missing from the ledger
Causa: The connection token expired after a password change.
Arreglar: Reconnect under the Connect menu and republish the affected documents.
📌 Nota: If none of these fix your issue, contact AutoEntry support.
¿Qué es AutoEntry?
Entrada automática is an accounting software add-on that removes manual data entry from teneduría de libros.
Think of it as a scanner that also knows your chart of accounts.
Mira este breve resumen:
Incluye estas características clave:
- Entrada de datos sencilla: Swap manual data entry for photos, scans, and drag-and-drop uploads.
- Panel de control detallado: See every document by status so nothing stalls unnoticed in your queue.
- Integración de software de contabilidad: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
- Gestión de facturas: Route supplier bills through approval workflows before anything hits the ledger.
- Publicación automatizada: Push categorised documents into your ledger without retyping a single field.
- Extracción de partidas individuales: Capture every product row on an invoice, not just the header total.
- Análisis inteligente: Let machine learning sharpen capture accuracy the more you feed it.
- Procesamiento de extractos bancarios: Turn scanned bank statements and credit card statements into clean transaction lines.
- Informes de gastos: Let staff snap receipts on the mobile app and claim in seconds.
AutoEntry captures data from invoices, receipts, and bank statements, then stores everything securely under GDPR rules.
It helps accountants, bookkeepers, and finance teams save time by cutting manual data entry tasks.
That frees up hours for high-value advisory work instead of typing.
Para una revisión completa, consulte nuestra Revisión de AutoEntry.
Precios de AutoEntry
AutoEntry offers flexible pricing with a pay-as-you-go model built on credits.
One credit in AutoEntry is used for a single invoice, bill, or receipt.
| Plan | Precio | Mejor para |
|---|---|---|
| Bronce | $12/mes | Solo bookkeepers testing automated data capture |
| Plata | $23/mes | Small practices with a handful of client files |
| Oro | $44/mes | Growing firms processing steady monthly volume |
| Platino | $98/mes | Busy practices handling many bank statements |
| Diamante | $285/mes | High-volume accountants and bookkeepers |
| Zafiro | $450/mes | Large firms running bulk client processing |
Prueba gratuita: Yes — Sage runs a free trial with starter credits.
Garantía de devolución de dinero: No formal guarantee; unused credits simply roll forward.
💰 Mejor relación calidad-precio: Gold at $44/month — enough credits for steady client work without waste.
Entrada automática frente a alternativas
How does AutoEntry compare? Here is the competitive landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Entrada automática | Sage-native capture | $12/mes | ⭐ 4.0 |
| Dext | Supplier rule depth | $30/mes | ⭐ 4.4 |
| Hubdoc | Usuarios de Xero | Gratis con Xero | ⭐ 4.2 |
| Docyt | Teneduría de libros automatización | $50/mes | ⭐ 4.3 |
| Expensificar | Informes de gastos del personal | 5 dólares por usuario al mes | ⭐ 4.4 |
| Libros de Zoho | Budget accounting | $15/mes | ⭐ 4.4 |
| QuickBooks | Libros todo en uno | $38/mes | ⭐ 4.4 |
| Xero | Full ledger | $20/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: Dext — deepest supplier rules if budget is not the deciding factor.
- Mejor presupuesto: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
- Ideal para principiantes: Hubdoc — free with Xero and almost nothing to configure.
- Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.
🎯 Alternativas a la entrada automática
¿Buscas alternativas a AutoEntry? Aquí tienes las mejores opciones:
- 🚀 Rompecabezas IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
- 💰 Destreza: The closest rival for receipt capture, with deeper supplier rules and a slicker mobile app.
- 🎨 Xero: Full accounting software rather than a capture tool, with its own built-in document inbox.
- ⚡ Sínder: Best when ecommerce and payment platform syncing matters more than paper document capture.
- 🔒 Fin de mes fácil: Focused purely on close checklists, so it complements capture tools rather than replacing them.
- 🧠 Docyt: Adds bookkeeping automation and reporting on top of data entry, aimed at multi-location firms.
- 👶 Sabio: AutoEntry’s own parent — the wider Sage business suite covers payroll, payments, and ledgers.
- 🏢 Libros de Zoho: Budget-friendly accounting software with usable receipt scanning bundled into every paid tier.
- 🔧 Ola: Free accounting for very pequeñas empresas, though document capture stays basic.
- 🌟 Acelerar: Personal and rental-property finance rather than a tool for accountants and bookkeepers.
- ⭐ Hubdoc: Included free with Xero plans, which makes it hard to beat on price for Xero users.
- 🎯 Expensificar: Strongest on employee expense reports, corporate cards, and reimbursement, weaker on supplier bills.
- 💼 QuickBooks: Ships its own receipt capture, so many firms start there before adding AutoEntry.
- 📊 FreshBooks: Invoicing-first accounting software for freelancers, with light expense capture attached.
- 🔥 NetSuite: Enterprise ERP for large finance teams that need far more than document capture.
Para ver la lista completa, consulte nuestra Alternativas de entrada automática guía.
⚔️ Comparación de AutoEntry
Here is how AutoEntry stacks up against each competitor:
- Entrada automática vs. Puzzle IO: AutoEntry wins on paper capture and Sage support; Puzzle IO wins for startup-stage real-time books.
- Entrada automática frente a Dext: Dext has richer supplier rules; AutoEntry wins on pay-as-you-go pricing and Sage integration.
- Entrada automática frente a Xero: Not a fair fight — Xero is the ledger, AutoEntry is the capture layer feeding it.
- Entrada automática frente a Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
- Entrada automática vs. Fin de mes fácil: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
- Entrada automática frente a Docyt: Docyt bundles bookkeeping services; AutoEntry stays cheaper and simpler for pure data entry.
- Entrada automática vs. Sage: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
- Entrada automática frente a Zoho Books: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
- Entrada automática vs. Wave: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
- Entrada automática frente a Quicken: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
- Entrada automática frente a Hubdoc: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
- Entrada automática vs. Expensify: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
- Entrada automática frente a QuickBooks: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
- Entrada automática frente a FreshBooks: FreshBooks fits solo invoicing; AutoEntry fits accountants and bookkeepers running many client files.
- Entrada automática frente a NetSuite: NetSuite is an enterprise platform; AutoEntry is an affordable add-on for small and mid-sized firms.
Empiece a usar AutoEntry ahora
Aprendiste a usar todas las funciones principales de AutoEntry:
- ✅ Fácil introducción de datos
- ✅ Panel de control detallado
- ✅ Integración con software de contabilidad
- ✅ Gestión de facturas
- ✅ Publicación automatizada
- ✅ Extracción de partidas
- ✅ Análisis inteligente
- ✅ Procesamiento de extractos bancarios
- ✅ Informes de gastos
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza con la entrada de datos sencilla.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Cómo funciona AutoEntry?
You photograph, scan, or upload documents. AutoEntry reads the data, you categorise it once, then publish it into your accounting software. It remembers those settings next time.
Cómo usa Sage ¿Entrada automática?
Connect AutoEntry to Sage under the Connect menu, import your chart of accounts and tax codes, upload documents, review the captured fields, then publish them.
¿Cuánto tiempo tarda en procesarse AutoEntry?
Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.
¿Cómo configurar la entrada automática?
Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.
¿La entrada automática de datos es gratuita con Sage?
No. AutoEntry is a paid Sage add-on starting at $12 per month for the Bronze credit bundle, though Sage runs free trials for new users.
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