빠른 시작

이 가이드에서는 AutoEntry의 모든 기능을 다룹니다.
- 시작하기 — 계정을 만들고 회계 소프트웨어를 연결하세요
- 간편 데이터 입력 사용 방법 — Replace manual data entry with photos, scans, and bulk uploads
- 상세 대시보드 사용 방법 — Track every document by status so nothing stalls in the queue
- 회계 소프트웨어 통합 사용 방법 — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
- 청구서 관리 사용 방법 — Route supplier bills through approval workflows before they hit the ledger
- 자동 게시 사용 방법 — Push categorised documents into your ledger without retyping a field
- 품목별 추출 사용 방법 — Capture every product row on an invoice, not just the total
- 스마트 분석 사용 방법 — Let machine learning sharpen capture accuracy the more you feed it
- 은행 거래 내역 처리 기능을 사용하는 방법 — Turn scanned bank statements into clean, reconcilable transaction lines
- 경비 보고서 사용 방법 — Let staff snap receipts on the mobile app and claim in seconds
소요 시간: 각 작품당 5분
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
I have run AutoEntry across client files for eight months and tested every feature here.
이 튜토리얼은 실제 작업 경험을 바탕으로 작성되었으며, 공급업체에서 제공한 스크린샷이 아닙니다.

AutoEntry is one of the most widely used data capture tools for 회계사 그리고 회계 담당자들.
Most people only ever use it to snap receipts.
This guide shows you how to use AutoEntry properly, feature by feature.
단계별 설명과 함께 스크린샷 및 시간을 절약해주는 전문가 팁을 제공합니다.
자동 입력 튜토리얼
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.

자동 입력
Stop retyping invoices, receipts, and bank statements. AutoEntry captures the 데이터, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.
AutoEntry 시작하기
Complete this one-time setup before touching any feature.
Here is what the first weeks actually looked like for me:
이제 각 단계를 하나씩 살펴보겠습니다.
1단계: 계정 생성
Sage owns AutoEntry, so signup runs through a standard Sage form.
Red 텍스트 marks any field that is required.
Expect these prompts:
- 연락처 정보: 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 사업 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 받은 편지함.
A required session token keeps the form alive for thirty minutes.
✓ 검문소: Check your inbox for the confirmation email.
2단계: 회계 소프트웨어 연결
To set up AutoEntry, users must connect it to 회계 소프트웨어, 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:

✓ 검문소: 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 부기 once you submit.
✅ 완료: 이제 아래의 모든 기능을 사용하실 수 있습니다.
간편 데이터 입력 사용 방법
간편한 데이터 입력 lets you retire manual data entry for good.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.
✅ 결과: Your first batch of automated data capture is done in minutes.
💡 꿀팁: Batch scanning through the desktop app beats uploading files one by one.
AutoEntry 상세 대시보드 사용 방법
상세 대시보드 shows exactly where every document sits in your workflow.
다음은 단계별 사용 방법입니다.
1단계: 대시보드를 엽니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.
✅ 결과: You can spot stuck documents before a client ever asks.
💡 꿀팁: Bookmark the Ready tab — it becomes your daily publishing checklist.
자동 입력 회계 소프트웨어 연동 사용 방법
회계 Software Integration gives you a seamless integration with the accounting software you already run.
다음은 단계별 사용 방법입니다.
1단계: 통합 메뉴를 엽니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.
✅ 결과: AutoEntry integrates with accounting software like Xero, Sage, and QuickBooks in one place.
💡 꿀팁: Re-sync the chart of accounts whenever you add new nominal codes.
How to Use AutoEntry Bills Manager
청구서 관리 keeps supplier bills moving through approval workflows without chasing anyone.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: 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.
✅ 결과: Supplier bills now clear approval without a single chasing email.
💡 꿀팁: Set default accounts per supplier — AutoEntry reuses them automatically next month.
How to Use AutoEntry Automated Publisher
자동 출판 sends captured and categorised documents into your accounting software automatically.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:

✓ 검문소: The document status reads Published with a timestamp.
Step 3: Confirm the Ledger Entry
Open your accounting software and check the transaction landed.
✅ 결과: 문서를 분류한 후, AutoEntry는 해당 공급업체와의 향후 거래를 위해 설정을 기억합니다.
💡 꿀팁: Leave auto-publish off for new suppliers until two invoices capture cleanly.
How to Use AutoEntry Line Item Extractor
품목별 추출 pulls individual line items off an invoice instead of header totals only.
다음은 단계별 사용 방법입니다.
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.
✓ 검문소: 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.
✅ 결과: Your ledger now carries item-level detail for real cost analysis.
💡 꿀팁: Only switch on line items for suppliers where the breakdown genuinely matters.
How to Use AutoEntry Smart Analyzer
스마트 분석 uses machine learning to improve the efficiency and accuracy of data capture processes.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Processing times in AutoEntry are fast, and the more it is used, the faster it gets.
💡 꿀팁: Fix errors on the spot — every correction trains your own capture model.
How to Use AutoEntry Bank Statement Processor
은행 거래 내역 처리 captures data from bank statements directly into accounting software, keeping records accurate and current.
다음은 단계별 사용 방법입니다.
Step 1: Open the Bank Statements Folder
Choose Bank Statements, then select the correct bank account.
Step 2: Upload the Scanned Pages
AutoEntry에서 은행 거래 내역서 한 페이지를 입력하려면 3크레딧이 필요합니다.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: The opening and closing balances match your statement exactly.
Step 3: Check the Running Balance
Compare the closing balance against the paper statement.
✅ 결과: Credit card statements and bank statements land as reconcilable lines, not typing work.
💡 꿀팁: Upload statements in date order so the running balance check actually works.
자동 입력 경비 보고서 사용 방법
경비 보고서 lets your team submit expenses via the AutoEntry app and manage them through approval workflows.
다음은 단계별 사용 방법입니다.
1단계: 팀원 초대하기
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: The expense shows a green Approved tag in the dashboard.
3단계: 승인 및 게시
Review the claim, approve it, then publish to the ledger.
✅ 결과: Staff claims arrive coded and approved without a spreadsheet in sight.
💡 꿀팁: Ask staff to snap receipts at the till — paper fades within weeks.
자동 입력 전문가 팁 및 바로가기
After eight months of daily use, these are the habits that save time.
Here is my own AutoEntry setup in practice:

키보드 단축키
| 행동 | 지름길 |
|---|---|
| Save and open next document | Ctrl + Enter |
| Move between capture fields | 꼬리표 |
| Zoom the scanned image | Ctrl + 스크롤 |
| Delete the current document | Ctrl + Delete |
대부분의 사람들이 놓치는 숨겨진 기능들
- 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.
자동 입력 시 흔히 저지르는 실수, 피해야 할 것들
Mistake #1: Burning credits on line items
❌ 틀림: Turning on line item capture for every single supplier by default.
✅ 오른쪽: One credit covers a simple invoice; two credits are spent when line items are captured.
Mistake #2: Publishing before the chart of accounts imports
❌ 틀림: Uploading a month of documents before connecting your accounting software.
✅ 오른쪽: Import accounts and tax codes first, then send in your first batch.
Mistake #3: Ignoring the correction prompts
❌ 틀림: Fixing mis-read fields in the ledger afterwards instead of inside AutoEntry.
✅ 오른쪽: Correct it in AutoEntry so the machine learning stops repeating that error.
자동 입력 문제 해결
Problem: Documents stuck on Processing
원인: Blurred photos or multi-page PDFs sent as one file.
고치다: Re-scan at 300 DPI and split long PDFs into separate uploads.
Problem: Signup form will not submit
원인: A hidden field is required and sits below the visible area.
고치다: Scroll up, clear every red label, then retry the submit button.
Problem: Published entries missing from the ledger
원인: The connection token expired after a password change.
고치다: Reconnect under the Connect menu and republish the affected documents.
📌 메모: If none of these fix your issue, contact AutoEntry support.
AutoEntry란 무엇인가요?
자동 입력 is an accounting software add-on that removes manual data entry from 부기.
Think of it as a scanner that also knows your chart of accounts.
이 간단한 개요를 시청하세요:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- 간편한 데이터 입력: Swap manual data entry for photos, scans, and drag-and-drop uploads.
- 상세 대시보드: See every document by status so nothing stalls unnoticed in your queue.
- 회계 소프트웨어 통합: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
- 청구서 관리: Route supplier bills through approval workflows before anything hits the ledger.
- 자동 게시: Push categorised documents into your ledger without retyping a single field.
- 품목별 추출: Capture every product row on an invoice, not just the header total.
- 스마트 분석: Let machine learning sharpen capture accuracy the more you feed it.
- 은행 거래 내역 처리: Turn scanned bank statements and credit card statements into clean transaction lines.
- 경비 보고서: 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.
자세한 내용은 저희 웹사이트를 참조하세요. AutoEntry 리뷰.

자동 입력 가격
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.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 청동 | 월 12달러 | Solo bookkeepers testing automated data capture |
| 은 | 월 23달러 | Small practices with a handful of client files |
| 금 | 월 44달러 | Growing firms processing steady monthly volume |
| 백금 | 월 98달러 | Busy practices handling many bank statements |
| 다이아몬드 | 월 285달러 | High-volume accountants and bookkeepers |
| 사파이어 | 월 450달러 | Large firms running bulk client processing |
무료 체험: Yes — Sage runs a free trial with starter credits.
환불 보장: No formal guarantee; unused credits simply roll forward.
💰 최고의 가성비: Gold at $44/month — enough credits for steady client work without waste.
AutoEntry와 다른 대안들 비교
How does AutoEntry compare? Here is the competitive landscape:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 자동 입력 | Sage-native capture | 월 12달러 | ⭐ 4.0 |
| 덱스트 | Supplier rule depth | 월 30달러 | ⭐ 4.4 |
| 허브독 | Xero 사용자 | Xero와 함께 무료로 제공됩니다. | ⭐ 4.2 |
| 도시트 | 부기 오토메이션 | 월 50달러 | ⭐ 4.3 |
| Expensify | 직원 경비 보고서 | 사용자당 월 5달러 | ⭐ 4.4 |
| 조호 북스 | Budget accounting | 월 15달러 | ⭐ 4.4 |
| 퀵북스 | 올인원 책 | 월 38달러 | ⭐ 4.4 |
| 제로 | Full ledger | 월 20달러 | ⭐ 4.3 |
빠른 추천:
- 종합 최고상: Dext — deepest supplier rules if budget is not the deciding factor.
- 최고의 가성비: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
- 초보자에게 가장 적합: Hubdoc — free with Xero and almost nothing to configure.
- Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.
🎯 자동 입력 대안
AutoEntry 대안을 찾고 계신가요? 다음은 최고의 옵션들입니다.
- 🚀 퍼즐 IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
- 💰 덱스트: The closest rival for receipt capture, with deeper supplier rules and a slicker mobile app.
- 🎨 제로: Full accounting software rather than a capture tool, with its own built-in document inbox.
- ⚡ 시나이더: Best when ecommerce and payment platform syncing matters more than paper document capture.
- 🔒 쉬운 월말: Focused purely on close checklists, so it complements capture tools rather than replacing them.
- 🧠 도씨트: Adds bookkeeping automation and reporting on top of data entry, aimed at multi-location firms.
- 👶 세이지: AutoEntry’s own parent — the wider Sage business suite covers payroll, payments, and ledgers.
- 🏢 조호 북스: Budget-friendly accounting software with usable receipt scanning bundled into every paid tier.
- 🔧 파도: Free accounting for very 소규모 사업체, though document capture stays basic.
- 🌟 빠르게 하다: Personal and rental-property finance rather than a tool for accountants and bookkeepers.
- ⭐ 허브독: 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.
- 💼 퀵북스: Ships its own receipt capture, so many firms start there before adding AutoEntry.
- 📊 프레시북스: Invoicing-first accounting software for freelancers, with light expense capture attached.
- 🔥 넷스위트: Enterprise ERP for large finance teams that need far more than document capture.
전체 목록은 다음을 참조하세요. AutoEntry 대안 가이드.
⚔️ 자동 입력 비교
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.
- AutoEntry와 Xero 비교: 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.
- 자동 입력 방식 vs 간편 월말 마감 방식: 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 vs Sage: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
- AutoEntry와 Zoho Books 비교: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
- 자동 입력 vs 웨이브: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
- AutoEntry와 Quicken 비교: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
- AutoEntry와 Hubdoc 비교: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
- AutoEntry와 Expensify 비교: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
- AutoEntry와 QuickBooks 비교: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
- AutoEntry와 FreshBooks 비교: 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.
지금 바로 자동입력 기능을 사용해 보세요
AutoEntry의 주요 기능을 모두 사용하는 방법을 배웠습니다.
- ✅ 간편한 데이터 입력
- ✅ 상세 대시보드
- ✅ 회계 소프트웨어 통합
- ✅ 청구서 관리
- ✅ 자동 게시
- ✅ 품목별 추출
- ✅ 스마트 분석
- ✅ 은행 거래 내역서 처리
- ✅ 경비 보고서
다음 단계: Pick one feature and try it today.
대부분의 사람들은 간편 데이터 입력부터 시작합니다.
5분도 채 걸리지 않습니다.
자주 묻는 질문
AutoEntry는 어떻게 작동하나요?
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.
방법 Sage를 사용하세요 자동 입력?
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.
AutoEntry 처리에는 얼마나 시간이 걸립니까?
Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.
자동 입력 설정 방법은 무엇인가요?
Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.
Sage와 함께 AutoEntry를 무료로 사용할 수 있나요?
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.













