How to Use AutoEntry: Stop Manual Data Entry in 2026?

Quick Start

This guide covers every AutoEntry feature:

• Getting Started — Create your account and connect accounting software
• How to Use Easy Data Entry — Upload invoices, receipts, and bank statements fast
• How to Use Detailed Dashboard — Track all documents and processing status
• How to Use Accounting Software Integration — Connect with Xero, Sage, and QuickBooks
• How to Use Bills Management — Organize and categorize supplier bills
• How to Use Automated Publishing — Auto-send captured data to your ledger
• How to Use Line Item Extraction — Capture every line item from invoices
• How to Use Smart Analysis — Let machine learning categorize documents
• How to Use Bank Statement Processing — Extract transactions from bank statements
• How to Use Expense Reports — Manage employee expenses with approval workflows

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve used AutoEntry for over a year and tested every feature covered here. This how to use AutoEntry tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

AutoEntry is one of the most powerful automated data entry tools for accountants and bookkeepers available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use AutoEntry step by step.

You’ll learn to capture invoices, receipts, credit card statements, and bank statements without manual data entry.

Whether you’re a solo bookkeeper or managing a team, this how to use AutoEntry tutorial covers everything.

AutoEntry uses machine learning to improve the efficiency and accuracy of data capture processes.

AutoEntry reduces manual intervention, cutting down on errors and drastically reducing time spent on data entry.

AutoEntry Tutorial

This complete AutoEntry tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Getting Started with AutoEntry

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Now let’s walk through each step.

Step 1: Create Your Account

Go to the AutoEntry website and click “Try for free.”

Enter your valid email address salutation and create a strong password.

You’ll also need to provide your contact details including a valid phone number and business phone.

The required business phone field helps AutoEntry verify your account for security.

Fill in your job title and required annual revenue if prompted.

The field is required for each step — complete every section before moving forward.

Please accept to continue after reviewing the terms and conditions.

You can indicate whether you agree to receive marketing communications from Sage.

This includes the option to receive promotional communications and sage marketing emails.

You can also choose to receive sms communications and sms messages to learn about new features.

If you agree to be contacted, you may also receive sms messages about product updates and webinars.

If you prefer not to receive marketing content from Sage, you can opt out at any time.

You can unsubscribe from our communications whenever you want using the link at the bottom of any email.

Confirm that the email address provided is my professional email address for business correspondence.

As part of b2b marketing your data will be added to our database and handled under GDPR-compliant policies at Sage.

AutoEntry provides a seamless integration with your existing accounting software so setup takes just minutes.

If you’re an existing Sage customer, you can sign in directly with your Sage credentials.

✓ Checkpoint: Check your inbox for a confirmation email from AutoEntry.

Step 2: Connect Your Accounting Software

Log in to AutoEntry and go to the Settings menu.

Select your accounting software — Xero, Sage, or QuickBooks.

Follow the prompts to authorize the connection.

AutoEntry will import your chart of accounts and tax codes automatically.

You may need to enter your valid phone number address and account number during setup.

If you need help, you can request a callback from a sage representative who will walk you through the process.

Here’s what the dashboard looks like after connecting:

✓ Checkpoint: You should see your accounts and tax codes listed in AutoEntry.

Step 3: Create a Company Profile

Click “Add Company” from the dashboard.

Enter your required company name, required city, and required country.

Fill in your address line, zip or postal code, and required state.

Make sure the required zip field is completed for accurate location settings.

Add your required number for the business and your continue industry classification.

You can set up your mobile phone number for continue mobile phone notifications about processed documents.

You can add multiple companies under one account if you manage several clients.

Download our free guide to learn the best practices for setting up your first company in AutoEntry.

How to Use AutoEntry Easy Data Entry

Easy Data Entry lets you photograph, scan, or upload documents to AutoEntry for automatic data capture.

Here’s how to use it step by step.

Watch Easy Data Entry in action:

Now let’s break down each step.

Step 1: Choose Your Upload Method

Open the AutoEntry mobile app or desktop web portal.

You can snap a photo with the mobile app, email documents, or batch scan from your desktop.

The mobile app lets you capture receipts and invoices on the go.

AutoEntry allows clients to snap photos of invoices and receipts for automatic upload into accounting ledgers.

For desktop users, you can also use a scanner to batch upload multiple pages at once.

Step 2: Upload Your Documents

Tap the upload button and select your invoices, receipts, or bank statements.

AutoEntry accepts PDFs, photos, and scanned images.

You can also forward documents to your unique AutoEntry email address.

✓ Checkpoint: Your documents should appear in the AutoEntry inbox.

Step 3: Review Captured Data

AutoEntry uses machine learning to extract all key fields automatically.

Check the supplier name, date, amount, and VAT code.

Processing times are fast and the more you use AutoEntry, the faster it gets.

How to Use AutoEntry Detailed Dashboard

Detailed Dashboard lets you monitor every document’s processing status at a glance.

Here’s how to use it step by step.

Watch Detailed Dashboard in action:

Now let’s break down each step.

Step 1: Open the Dashboard

Log in to AutoEntry and click “Dashboard” in the top menu.

You’ll see a summary of all pending, processed, and published documents.

Step 2: Filter and Sort Documents

Use the filters to view documents by date, supplier, or status.

You can also search by supplier name or invoice number.

This saves time when you manage multiple clients.

✓ Checkpoint: You should see your filtered document list.

Step 3: Review Processing Details

Click any document to see the full extraction details.

All AutoEntry documents are securely stored in the cloud for future reference and auditing.

How to Use AutoEntry Accounting Software Integration

Accounting Software Integration lets you publish captured data directly to Xero, Sage, or QuickBooks.

Here’s how to use it step by step.

Watch Accounting Software Integration in action:

Now let’s break down each step.

Step 1: Select Your Accounting Platform

Go to Settings and choose your accounting software from the list.

AutoEntry supports Sage products, Xero, QuickBooks, FreshBooks, and more.

If you’re a Sage business partner, the connection is even faster.

Step 2: Authorize the Connection

Click “Connect” and sign in to your accounting software.

Grant AutoEntry permission to access your accounts.

AutoEntry will pull in your chart of accounts, suppliers, and tax codes.

✓ Checkpoint: Your accounting categories should appear in AutoEntry.

Step 3: Map Your Accounts

Assign default accounts and VAT codes for common suppliers.

After categorizing a document, AutoEntry remembers the settings for future transactions from that supplier.

How to Use AutoEntry Bills Management

Bills Management lets you organize, categorize, and track all supplier bills in one place.

Here’s how to use it step by step.

Watch Bills Management in action:

Now let’s break down each step.

Step 1: Access the Bills Section

Click “Bills” in the main navigation menu.

You’ll see all uploaded supplier invoices waiting for review.

Step 2: Categorize Each Bill

Select a bill and assign the correct account, tax code, and payment status.

AutoEntry’s smart analysis will suggest categories based on past transactions.

This reduces manual intervention and saves time on repetitive tasks.

✓ Checkpoint: Each bill should have an assigned account and tax code.

Step 3: Publish Bills to Your Ledger

Click “Publish” to send the categorized bills to your accounting software.

AutoEntry attaches the original invoice image for your records.

How to Use AutoEntry Automated Publishing

Automated Publishing lets you set rules so captured data flows to your accounting software without manual steps.

Here’s how to use it step by step.

Watch Automated Publishing in action:

Now let’s break down each step.

Step 1: Open Auto-Publish Settings

Go to Settings and click “Auto-Publish Rules.”

This is where you define which documents get published automatically.

Step 2: Create Publishing Rules

Select the supplier or document type you want to auto-publish.

Assign the default account number, tax code, and category.

AutoEntry will remember these settings and apply them every time.

✓ Checkpoint: Your auto-publish rule should appear in the rules list.

Step 3: Test and Verify

Upload a test document from a supplier you’ve set up rules for.

Confirm that it publishes automatically to your accounting software.

How to Use AutoEntry Line Item Extraction

Line Item Extraction lets you capture every individual line item from invoices including descriptions, quantities, and unit prices.

Here’s how to use it step by step.

Step 1: Enable Line Item Capture

Go to Settings and toggle on “Extract Line Items.”

This tells AutoEntry to capture individual line items instead of just totals.

Two credits are required for an invoice or receipt with line items.

Step 2: Upload an Invoice with Multiple Lines

Upload an invoice that has several line items listed.

AutoEntry will extract each line item with its description, quantity, and price.

✓ Checkpoint: Each line item should appear separately in the extracted data.

Step 3: Review and Publish Line Items

Verify the line items match the original invoice.

Assign product or service tracking codes if needed.

Publish to your accounting software with full line item detail.

How to Use AutoEntry Smart Analysis

Smart Analysis lets AutoEntry’s machine learning engine categorize and code your documents automatically.

Here’s how to use it step by step.

Watch Smart Analysis in action:

Now let’s break down each step.

Step 1: Process Your First Batch

Upload at least 10 invoices from recurring suppliers.

Manually categorize them with the correct accounts and VAT codes.

This trains AutoEntry’s machine learning engine on your preferences.

Step 2: Let AutoEntry Learn Your Patterns

After your first batch, upload new invoices from the same suppliers.

AutoEntry will suggest the same categories you used before.

The more you use AutoEntry, the more accurate its suggestions become.

✓ Checkpoint: AutoEntry should suggest correct categories for known suppliers.

Step 3: Fine-Tune and Correct

If AutoEntry misclassifies a document, correct it manually.

It will remember this correction for all future documents from that supplier.

How to Use AutoEntry Bank Statement Processing

Bank Statement Processing lets you extract transactions from bank statements and credit card statements directly into your accounting software.

Here’s how to use it step by step.

Watch Bank Statement Processing in action:

Now let’s break down each step.

Step 1: Upload Your Bank Statement

Click “Upload” and select your bank or credit card statement PDF.

Three credits are needed for a single page of bank statements in AutoEntry.

You can upload multi-page statements in one go.

AutoEntry captures data from bank statements directly into your accounting platform for reconciliation.

Both regular bank statements and credit card statements are supported.

Step 2: Review Extracted Transactions

AutoEntry captures each transaction with the date, description, and amount.

Verify the opening and closing balances match your statement.

This ensures accurate and real-time data in your accounting records.

✓ Checkpoint: All transactions should appear with correct amounts and dates.

Step 3: Publish to Your Accounting Software

Click “Publish” to send all transactions to your bank feed.

AutoEntry maps each transaction to the correct bank account in your ledger.

How to Use AutoEntry Expense Reports

Expense Reports lets you manage employee expenses with built-in approval workflows.

Here’s how to use it step by step.

Watch Expense Reports in action:

Now let’s break down each step.

Step 1: Enable Expense Claims

Go to Settings and turn on “Expense Claims.”

Invite team members by entering their professional email address.

Each employee can then submit expenses via the AutoEntry mobile app.

Users can submit expenses via the AutoEntry app and manage them through approval workflows.

This works on any mobile device including iOS and Android phones.

Step 2: Submit and Review Expenses

Employees snap photos of receipts using the mobile app on their continue mobile phone.

Each receipt is automatically captured with the amount, date, and vendor name.

AutoEntry allows users to upload data from mobile devices by taking photos of documents.

Managers review and approve expenses through the multi-level approval workflow.

You can set up multiple approval levels for different expense amounts.

Non-reimbursable expenses can be flagged separately for tracking purposes.

✓ Checkpoint: Submitted expenses should appear in the review queue.

Step 3: Publish Approved Expenses

Once approved, click “Publish” to send expenses to your accounting software.

AutoEntry groups expenses by employee and period for clean reporting.

AutoEntry Pro Tips and Shortcuts

After testing AutoEntry for over a year, here are my best tips.

These shortcuts and hidden features will help you save time and get the most from every credit in your account.

Keyboard Shortcuts

These keyboard shortcuts will speed up your daily workflow inside AutoEntry.

Action	Shortcut
Publish selected document	Ctrl + P
Select all documents	Ctrl + A
Move to next document	Arrow Down
Delete selected document	Delete key

Hidden Features Most People Miss

• Email Forwarding Rules: Set up auto-forwarding in your email client so supplier invoices go straight to AutoEntry without any manual step — this is the biggest time saver for accountants and bookkeepers who handle dozens of invoices daily.
• Duplicate Detection: AutoEntry automatically flags duplicate invoices before you publish them — this prevents double entries and protects your data accuracy across all your client companies.
• Supplier Statement Reconciliation: Upload supplier statements and AutoEntry matches them against captured invoices — it highlights gaps in your records instantly so you never miss a bill.
• Credit Rollover: Unused credits roll over for up to 90 days, so you never lose credits during quiet months. This makes the pay-as-you-go model even more flexible for seasonal businesses.
• Partner Programme Discounts: If you’re an accountant or bookkeeper, join the partner programme. Your clients get 50% off for six months and you earn credits or cash back on their purchases.

AutoEntry Common Mistakes to Avoid

Mistake #1: Skipping Account Mapping During Setup

Mistake #2: Using Line Items for Every Invoice

Mistake #3: Not Training the Machine Learning

Mistake #4: Ignoring Credit Card Statements

AutoEntry Troubleshooting

Problem: Documents Not Processing

Cause: The uploaded file may be too blurry, too large, or in an unsupported format.

Fix: Make sure photos are clear and well-lit. Use PDF format when possible. Re-upload the document if the first attempt fails.

Problem: Incorrect Data Extraction

Cause: The document layout may be unusual or the scan quality may be low.

Fix: Correct the extracted data manually and AutoEntry will learn from your correction for future documents from that supplier.

Problem: Connection Lost with Accounting Software

Cause: Your accounting software authorization may have expired or credentials may have changed.

Fix: Go to Settings, disconnect the integration, and reconnect using your current login credentials. This is a required session refresh that re-establishes the API connection between AutoEntry and your accounting platform.

Problem: Credits Running Out Too Fast

Cause: You may have line item extraction enabled for all documents, which uses two credits per invoice instead of one.

Fix: Review your settings and disable line item extraction for invoices that only need totals. Check your credit usage dashboard to see which document types consume the most credits. Consider upgrading to a higher plan if your volume has increased.

Problem: Mobile App Not Syncing

Cause: Your mobile app may need an update or your internet connection may be unstable.

Fix: Update the AutoEntry mobile app to the latest version from the App Store or Google Play. Check your internet connection and try uploading again. If the issue persists, clear the app cache and log in again.

📌 Note: If none of these fix your issue, contact AutoEntry support via live chat, email, or phone.

What is AutoEntry?

AutoEntry is an automated data entry tool that captures invoices, receipts, and bank statements and publishes them to your accounting software.

Think of it like a virtual bookkeeper that reads every document for you and types the data into your accounting ledger — but faster and with fewer errors.

Watch this quick overview:

It includes these key features:

• Easy Data Entry: Upload invoices, receipts, and documents from mobile devices or desktop in seconds.
• Detailed Dashboard: Track processing status and view all documents in one central location.
• Accounting Software Integration: Publish data directly to Sage, Xero, QuickBooks, and more.
• Bills Management: Categorize and organize supplier invoices with smart suggestions.
• Automated Publishing: Set rules to auto-publish recurring supplier documents.
• Line Item Extraction: Capture every line item with description, quantity, and unit price.
• Smart Analysis: Machine learning categorizes documents and improves accuracy over time.
• Bank Statement Processing: Extract transactions from bank and credit card statements.
• Expense Reports: Submit and approve employee expenses through the mobile app.

AutoEntry is designed to simplify accounting tasks and improve efficiency for small and medium-sized businesses. It provides GDPR-compliant and secure data storage, so your personal data is always protected. AutoEntry works in practice by helping accountants bookkeepers save time by reducing manual data entry tasks. Using AutoEntry can increase billable hours for accountants by allowing them to focus on high-value services instead of manual bookkeeping.

AutoEntry simplifies the accounting workflow by allowing users to capture data from a single source regardless of the accounting solution used. AutoEntry allows for batch scanning and uploading documents via a desktop app or web portal. The mobile app allows users to snap receipts and invoices on-the-go from mobile devices.

AutoEntry captures data from bank statements directly into accounting platforms, ensuring accurate and real-time data. AutoEntry’s pricing structure allows users to only pay for what they need, based on client usage. Whether you send you sage marketing content or not, AutoEntry itself keeps your accounting data secure and accessible.

You can be contacted with marketing communications from Sage including by electronic communications if you choose. However, you can time unsubscribe from these at any point. Your details you have provided are protected, and you can hear back from a sage representative if you need support. AutoEntry is used by over 210,000 businesses worldwide and processes more than 28 million documents each year.

For a full review, see our AutoEntry review.

AutoEntry Pricing

Here’s what AutoEntry costs in 2026:

Plan	Price	Best For
Bronze (50 credits)	$13/month	Solo freelancers with low volume
Silver (100 credits)	$24/month	Small businesses with moderate invoices
Gold (200 credits)	$46/month	Growing businesses with regular billing
Platinum (500 credits)	$103/month	Busy practices with multiple clients
Diamond (1500 credits)	$298/month	Large firms handling high document volume
Sapphire (2500 credits)	$469/month	Enterprise-level accountants and bookkeepers

Free trial: Yes — 25 free credits included with every trial.

Money-back guarantee: No contract required. Cancel anytime up to 24 hours before renewal.

AutoEntry offers flexible pricing with a pay-as-you-go model. Users can purchase credits to be used for data entry tasks. One credit is used for a single invoice, bill, or receipt. Two credits are required for an invoice or receipt with line items to be captured. Three credits are needed for a single page of bank statements. Unused credits roll over for up to 90 days so you never waste money during quieter months.

The standard monthly subscription for AutoEntry starts at $13 for the Bronze plan. All plans include unlimited users, unlimited companies, and unlimited cloud storage. There are no hidden fees and no long-term contracts required. You can upgrade, downgrade, or cancel your plan at any time.

💰 Best Value: Gold (200 credits at $46/month) — best per-credit rate for most small businesses, with enough credits to handle regular monthly invoices and receipts.

AutoEntry vs Alternatives

How does AutoEntry compare? Here’s the competitive landscape:

Tool	Best For	Price	Rating
AutoEntry	Credit-based flexibility	$13/mo	⭐ 4.0
Puzzle IO	AI-powered accounting	$49/mo	⭐ 4.5
Dext	Receipt capture and OCR	$31.50/mo	⭐ 4.3
Xero	Full accounting suite	$15/mo	⭐ 4.4
Synder	E-commerce accounting	$15.50/mo	⭐ 4.7
Easy Month End	Month-end close	Custom	⭐ 4.5
Docyt	AI bookkeeping	Custom	⭐ 4.5
Sage	Enterprise accounting	$10/mo	⭐ 4.1
Zoho Books	Beginner accounting	Free+	⭐ 4.3
Wave	Free accounting	Free	⭐ 4.4
QuickBooks	Small business standard	$30/mo	⭐ 4.3
FreshBooks	Freelancer invoicing	$19/mo	⭐ 4.5

Quick picks:

• Best overall: AutoEntry — unmatched credit-based pricing flexibility for accountants
• Best budget: Wave — free accounting with basic data entry features
• Best for beginners: FreshBooks — simple interface with built-in invoicing
• Best for Sage users: AutoEntry — built by Sage with deep Sage products integration

🎯 AutoEntry Alternatives

Looking for AutoEntry alternatives? Here are the top options:

• 🚀 Puzzle IO: AI-driven accounting platform that automates bookkeeping and provides real-time financial insights for growing teams.
• 💰 Dext: Popular receipt scanning tool with strong OCR accuracy and direct publishing to major accounting platforms.
• 🎨 Xero: Full-featured cloud accounting software with built-in invoicing, bank feeds, and multi-currency support.
• ⚡ Synder: Focused on e-commerce businesses with automatic sync from Stripe, PayPal, and online stores.
• 🔒 Easy Month End: Simplifies the month-end close process with automated checklists and reconciliation workflows.
• 🧠 Docyt: AI-powered bookkeeping automation that handles transaction coding and financial reporting.
• 🏢 Sage: Enterprise-grade accounting software with deep regulatory compliance and multi-entity support.
• 👶 Zoho Books: Beginner-friendly accounting with built-in tax calculations and project tracking.
• 🔧 Wave: Free accounting software ideal for freelancers and micro-businesses with basic needs.
• 🌟 Quicken: Personal and small business finance manager with budgeting and investment tracking.
• ⭐ Hubdoc: Document collection tool that fetches bills and receipts from suppliers automatically.
• 🎯 Expensify: Expense management platform with corporate card programs and approval workflows.
• 💼 QuickBooks: Industry-standard accounting software with payroll, invoicing, and time tracking.
• 📊 FreshBooks: Invoice-focused accounting tool built for freelancers and service-based businesses.
• 🔥 NetSuite: Enterprise ERP with advanced financial management for mid-market and large companies.

For the full list, see our AutoEntry alternatives guide.

⚔️ AutoEntry Compared

Here’s how AutoEntry stacks up against each competitor:

• AutoEntry vs Puzzle IO: Puzzle IO offers deeper AI insights but AutoEntry wins on credit-based pricing flexibility for accountants with varying workloads.
• AutoEntry vs Dext: Dext has a sleeker interface but costs more at $31.50 per month. AutoEntry’s pay-as-you-go credit model is better for smaller practices with varying monthly volumes.
• AutoEntry vs Xero: Xero is a full accounting suite with invoicing, bank feeds, and multi-currency management. AutoEntry focuses solely on data capture and works perfectly alongside Xero as a companion tool.
• AutoEntry vs Synder: Synder excels at e-commerce transaction syncing. AutoEntry is better for traditional invoice and receipt capture.
• AutoEntry vs Easy Month End: Easy Month End focuses on closing procedures. AutoEntry handles the daily data entry that feeds into month-end.
• AutoEntry vs Docyt: Docyt offers full AI bookkeeping while AutoEntry focuses on data capture and publishing to existing software.
• AutoEntry vs Sage: AutoEntry is built by Sage and integrates deeply with Sage products. Choose Sage for full accounting plus AutoEntry for data capture.
• AutoEntry vs Zoho Books: Zoho Books is a complete accounting solution. AutoEntry adds automated data capture on top of any accounting tool.
• AutoEntry vs Wave: Wave is free but lacks automated data entry features. AutoEntry saves hours with its scanning and OCR technology.
• AutoEntry vs Quicken: Quicken focuses on personal finance and budgeting. AutoEntry targets business accounting data entry.
• AutoEntry vs Hubdoc: Hubdoc fetches documents from suppliers automatically. AutoEntry excels at extracting data from any uploaded document.
• AutoEntry vs Expensify: Expensify is stronger for corporate expense management. AutoEntry handles broader data capture beyond expenses.
• AutoEntry vs QuickBooks: QuickBooks is a full accounting platform with invoicing, payroll, and reporting. AutoEntry complements it by automating document data capture and publishing directly to your QuickBooks ledger.
• AutoEntry vs FreshBooks: FreshBooks focuses on invoicing for freelancers. AutoEntry adds powerful receipt and bill capture automation.
• AutoEntry vs NetSuite: NetSuite is an enterprise ERP for large companies with complex multi-entity and multi-currency needs. AutoEntry serves small to mid-size businesses and accounting practices with targeted data entry automation at a fraction of the cost.

Start Using AutoEntry Now

You learned how to use every major AutoEntry feature:

• ✅ Easy Data Entry
• ✅ Detailed Dashboard
• ✅ Accounting Software Integration
• ✅ Bills Management
• ✅ Automated Publishing
• ✅ Line Item Extraction
• ✅ Smart Analysis
• ✅ Bank Statement Processing
• ✅ Expense Reports

Next step: Pick one feature and try it now.

Most people start with Easy Data Entry.

It takes less than 5 minutes.

Frequently Asked Questions

How does AutoEntry work?

AutoEntry works by capturing data from invoices, receipts, and bank statements using optical character recognition and machine learning. You upload documents through the mobile app, desktop scanner, or email. AutoEntry extracts the key fields like supplier name, date, amount, and tax code. Then it publishes the automated data directly to your accounting software.

How to use Sage AutoEntry?

To use AutoEntry with Sage, log in to your AutoEntry account and go to Settings. Select Sage as your accounting software and authorize the connection. If you’re a required existing Sage customer, you can use your Sage credentials to sign in. AutoEntry will import your chart of accounts and tax codes from Sage automatically. You can then upload documents and publish captured data straight to your Sage ledger.

How long does AutoEntry take to process?

AutoEntry typically processes documents within minutes. Simple invoices and receipts are captured almost instantly. Bank statements may take slightly longer depending on the number of transactions. Processing times are fast and the more you use the platform, the quicker it gets as the machine learning engine learns your document types.

How to set up AutoEntry?

To set up AutoEntry, you must connect it to accounting software, create a company profile, and import the chart of accounts and tax codes. Start by signing up for a free trial at the AutoEntry website. Enter your valid email address and valid phone number enter your business phone when prompted. Fill in the required job title, required annual revenue, and required company fields. Select your required country, required city, and required state. Add your address line and zip or postal code. Then connect your accounting software — Xero, Sage, or QuickBooks — and AutoEntry handles the rest. You may also choose to receive electronic communications about product updates.

Is AutoEntry free with Sage?

AutoEntry is not free with Sage but it is owned and operated by Sage. You need a separate AutoEntry subscription with credits. The standard monthly subscription starts at $13 per month for the Bronze plan with 50 credits. However, Sage business partners and their clients can access special discounts through the partner program, including 50% off for the first six months.