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Questa guida illustra tutte le funzionalità di AutoEntry:
- Iniziare — Crea il tuo account e collega il software di contabilità
- Come utilizzare Easy Data Entry — Replace manual data entry with photos, scans, and bulk uploads
- Come utilizzare la dashboard dettagliata — Track every document by status so nothing stalls in the queue
- Come utilizzare l'integrazione con il software di contabilità — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
- Come utilizzare la gestione delle bollette — Route supplier bills through approval workflows before they hit the ledger
- Come utilizzare la pubblicazione automatizzata — Push categorised documents into your ledger without retyping a field
- Come utilizzare l'estrazione delle voci di riga — Capture every product row on an invoice, not just the total
- Come utilizzare l'analisi intelligente — Let machine learning sharpen capture accuracy the more you feed it
- Come utilizzare l'elaborazione degli estratti conto bancari — Turn scanned bank statements into clean, reconcilable transaction lines
- Come utilizzare le note spese — Let staff snap receipts on the mobile app and claim in seconds
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I have run AutoEntry across client files for eight months and tested every feature here.
Questo tutorial si basa su esperienze pratiche reali, non su screenshot forniti dai produttori.
AutoEntry is one of the most widely used data capture tools for commercialisti e contabili.
Most people only ever use it to snap receipts.
This guide shows you how to use AutoEntry properly, feature by feature.
Passo dopo passo, con schermate e consigli professionali che ti faranno risparmiare tempo.
Introduzione ad 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.
Ingresso automatico
Stop retyping invoices, receipts, and bank statements. AutoEntry captures the dati, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.
Introduzione all'inserimento automatico
Complete this one-time setup before touching any feature.
Here is what the first weeks actually looked like for me:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Sage owns AutoEntry, so signup runs through a standard Sage form.
Red testo marks any field that is required.
Expect these prompts:
- Recapiti: 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 Attività commerciale 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 posta in arrivo.
A required session token keeps the form alive for thirty minutes.
✓ Punto di controllo: Check your inbox for the confirmation email.
Passaggio 2: collega il tuo software di contabilità
To set up AutoEntry, users must connect it to software di contabilità, 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:
✓ Punto di controllo: 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 contabilità once you submit.
✅ Fatto: Multistream
Come utilizzare Easy Data Entry
Inserimento dati semplificato lets you retire manual data entry for good.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your first batch of automated data capture is done in minutes.
💡 Consiglio da professionista: Batch scanning through the desktop app beats uploading files one by one.
Come utilizzare la dashboard dettagliata di AutoEntry
Dashboard dettagliata shows exactly where every document sits in your workflow.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la dashboard
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You can spot stuck documents before a client ever asks.
💡 Consiglio da professionista: Bookmark the Ready tab — it becomes your daily publishing checklist.
Come utilizzare l'integrazione con il software di contabilità AutoEntry
Contabilità Software Integration gives you a seamless integration with the accounting software you already run.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire il menu Integrazioni
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: AutoEntry integrates with accounting software like Xero, Sage, and QuickBooks in one place.
💡 Consiglio da professionista: Re-sync the chart of accounts whenever you add new nominal codes.
How to Use AutoEntry Bills Manager
Gestione delle fatture keeps supplier bills moving through approval workflows without chasing anyone.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Supplier bills now clear approval without a single chasing email.
💡 Consiglio da professionista: Set default accounts per supplier — AutoEntry reuses them automatically next month.
How to Use AutoEntry Automated Publisher
Pubblicazione automatizzata sends captured and categorised documents into your accounting software automatically.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: The document status reads Published with a timestamp.
Step 3: Confirm the Ledger Entry
Open your accounting software and check the transaction landed.
✅ Risultato: Dopo aver categorizzato un documento, AutoEntry memorizza le impostazioni per le transazioni future con quel fornitore.
💡 Consiglio da professionista: Leave auto-publish off for new suppliers until two invoices capture cleanly.
How to Use AutoEntry Line Item Extractor
Estrazione delle voci di riga pulls individual line items off an invoice instead of header totals only.
Ecco come usarlo passo dopo passo.
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.
✓ Punto di controllo: 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.
✅ Risultato: Your ledger now carries item-level detail for real cost analysis.
💡 Consiglio da professionista: Only switch on line items for suppliers where the breakdown genuinely matters.
How to Use AutoEntry Smart Analyzer
Analisi intelligente uses machine learning to improve the efficiency and accuracy of data capture processes.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Processing times in AutoEntry are fast, and the more it is used, the faster it gets.
💡 Consiglio da professionista: Fix errors on the spot — every correction trains your own capture model.
How to Use AutoEntry Bank Statement Processor
Elaborazione dell'estratto conto bancario captures data from bank statements directly into accounting software, keeping records accurate and current.
Ecco come usarlo passo dopo passo.
Step 1: Open the Bank Statements Folder
Choose Bank Statements, then select the correct bank account.
Step 2: Upload the Scanned Pages
In AutoEntry sono necessari tre crediti per una singola pagina di estratti conto bancari.
Ecco come si presenta:
✓ Punto di controllo: The opening and closing balances match your statement exactly.
Step 3: Check the Running Balance
Compare the closing balance against the paper statement.
✅ Risultato: Credit card statements and bank statements land as reconcilable lines, not typing work.
💡 Consiglio da professionista: Upload statements in date order so the running balance check actually works.
Come utilizzare le note spese di AutoEntry
Note spese lets your team submit expenses via the AutoEntry app and manage them through approval workflows.
Ecco come usarlo passo dopo passo.
Passaggio 1: Invita il tuo team
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.
Ecco come si presenta:
✓ Punto di controllo: The expense shows a green Approved tag in the dashboard.
Passaggio 3: Approvazione e pubblicazione
Review the claim, approve it, then publish to the ledger.
✅ Risultato: Staff claims arrive coded and approved without a spreadsheet in sight.
💡 Consiglio da professionista: Ask staff to snap receipts at the till — paper fades within weeks.
Suggerimenti e scorciatoie per AutoEntry Pro
After eight months of daily use, these are the habits that save time.
Here is my own AutoEntry setup in practice:
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Save and open next document | Ctrl + Invio |
| Move between capture fields | Tab |
| Zoom the scanned image | Ctrl + Rotella del mouse |
| Delete the current document | Ctrl + Delete |
Funzionalità nascoste che la maggior parte delle persone non nota
- 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.
Errori comuni da evitare con AutoEntry
Mistake #1: Burning credits on line items
❌ Sbagliato: Turning on line item capture for every single supplier by default.
✅ A destra: One credit covers a simple invoice; two credits are spent when line items are captured.
Mistake #2: Publishing before the chart of accounts imports
❌ Sbagliato: Uploading a month of documents before connecting your accounting software.
✅ A destra: Import accounts and tax codes first, then send in your first batch.
Mistake #3: Ignoring the correction prompts
❌ Sbagliato: Fixing mis-read fields in the ledger afterwards instead of inside AutoEntry.
✅ A destra: Correct it in AutoEntry so the machine learning stops repeating that error.
Risoluzione dei problemi di AutoEntry
Problem: Documents stuck on Processing
Causa: Blurred photos or multi-page PDFs sent as one file.
Aggiustare: 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.
Aggiustare: 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.
Aggiustare: Reconnect under the Connect menu and republish the affected documents.
📌 Nota: If none of these fix your issue, contact AutoEntry support.
Che cos'è AutoEntry?
Ingresso automatico is an accounting software add-on that removes manual data entry from contabilità.
Think of it as a scanner that also knows your chart of accounts.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Inserimento dati semplificato: Swap manual data entry for photos, scans, and drag-and-drop uploads.
- Dashboard dettagliata: See every document by status so nothing stalls unnoticed in your queue.
- Integrazione con software di contabilità: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
- Gestione delle fatture: Route supplier bills through approval workflows before anything hits the ledger.
- Pubblicazione automatizzata: Push categorised documents into your ledger without retyping a single field.
- Estrazione delle voci di riga: Capture every product row on an invoice, not just the header total.
- Analisi intelligente: Let machine learning sharpen capture accuracy the more you feed it.
- Elaborazione degli estratti conto bancari: Turn scanned bank statements and credit card statements into clean transaction lines.
- Note spese: 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.
Per una recensione completa, consulta la nostra Recensione di AutoEntry.
Prezzi 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.
| Piano | Prezzo | Ideale per |
|---|---|---|
| Bronzo | $ 12/mese | Solo bookkeepers testing automated data capture |
| Argento | $ 23/mese | Small practices with a handful of client files |
| Oro | $44/mese | Growing firms processing steady monthly volume |
| Platino | $ 98/mese | Busy practices handling many bank statements |
| Diamante | $285/mese | High-volume accountants and bookkeepers |
| Zaffiro | $450/mese | Large firms running bulk client processing |
Prova gratuita: Yes — Sage runs a free trial with starter credits.
Garanzia di rimborso: No formal guarantee; unused credits simply roll forward.
💰 Miglior rapporto qualità-prezzo: Gold at $44/month — enough credits for steady client work without waste.
AutoEntry vs Alternative
How does AutoEntry compare? Here is the competitive landscape:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Ingresso automatico | Sage-native capture | $ 12/mese | ⭐ 4.0 |
| Destro | Supplier rule depth | 30 dollari al mese | ⭐ 4.4 |
| Hubdoc | Utenti Xero | Gratuito con Xero | ⭐ 4.2 |
| Docyt | Contabilità automazione | $ 50/mese | ⭐ 4.3 |
| Expensify | Rapporti spese del personale | 5 dollari a utente al mese | ⭐ 4.4 |
| Zoho Books | Budget accounting | 15 dollari al mese | ⭐ 4.4 |
| QuickBooks | Libri tutto in uno | 38 dollari al mese | ⭐ 4.4 |
| Xero | Full ledger | $20/mese | ⭐ 4.3 |
Scelte rapide:
- Il migliore in assoluto: Dext — deepest supplier rules if budget is not the deciding factor.
- Miglior budget: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
- Ideale per principianti: Hubdoc — free with Xero and almost nothing to configure.
- Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.
🎯 Alternative ad AutoEntry
Cerchi alternative ad AutoEntry? Ecco le migliori opzioni:
- 🚀 Puzzle IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
- 💰 Destra: 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.
- ⚡ Sinder: Best when ecommerce and payment platform syncing matters more than paper document capture.
- 🔒 Fine mese facile: 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.
- 👶 Saggio: AutoEntry’s own parent — the wider Sage business suite covers payroll, payments, and ledgers.
- 🏢 Zoho Books: Budget-friendly accounting software with usable receipt scanning bundled into every paid tier.
- 🔧 Onda: Free accounting for very piccole imprese, though document capture stays basic.
- 🌟 Accelerare: 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.
- 🎯 Expensify: 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.
Per l'elenco completo, consultare il nostro Alternative ad AutoEntry guida.
⚔️ Confronto tra AutoEntry
Here is how AutoEntry stacks up against each competitor:
- AutoEntry vs Puzzle IO: AutoEntry wins on paper capture and Sage support; Puzzle IO wins for startup-stage real-time books.
- AutoEntry vs Dext: Dext has richer supplier rules; AutoEntry wins on pay-as-you-go pricing and Sage integration.
- AutoEntry vs Xero: Not a fair fight — Xero is the ledger, AutoEntry is the capture layer feeding it.
- AutoEntry vs Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
- AutoEntry vs Easy Month End: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
- AutoEntry vs Docyt: Docyt bundles bookkeeping services; AutoEntry stays cheaper and simpler for pure data entry.
- AutoEntry contro Sage: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
- AutoEntry vs Zoho Books: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
- AutoEntry vs Wave: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
- AutoEntry vs Quicken: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
- AutoEntry vs Hubdoc: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
- AutoEntry vs Expensify: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
- Inserimento automatico vs QuickBooks: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
- AutoEntry vs FreshBooks: FreshBooks fits solo invoicing; AutoEntry fits accountants and bookkeepers running many client files.
- AutoEntry vs NetSuite: NetSuite is an enterprise platform; AutoEntry is an affordable add-on for small and mid-sized firms.
Inizia subito a usare AutoEntry
Hai imparato a utilizzare tutte le principali funzionalità di AutoEntry:
- ✅ Inserimento dati semplificato
- ✅ Dashboard dettagliata
- ✅ Integrazione con software di contabilità
- ✅ Gestione delle bollette
- ✅ Pubblicazione automatizzata
- ✅ Estrazione delle voci di riga
- ✅ Analisi intelligente
- ✅ Elaborazione degli estratti conto bancari
- ✅ Note spese
Passo successivo: Pick one feature and try it today.
La maggior parte delle persone inizia con Easy Data Entry.
Ci vogliono meno di cinque minuti.
Domande frequenti
Come funziona 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.
Come fare usa Sage Inserimento automatico?
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.
Quanto tempo impiega AutoEntry a elaborare i dati?
Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.
Come configurare AutoEntry?
Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.
AutoEntry è gratuito 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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