Início rápido
Este guia abrange todas as funcionalidades do AutoEntry:
- Começando — Crie sua conta e conecte o software de contabilidade
- Como usar o Easy Data Entry — Replace manual data entry with photos, scans, and bulk uploads
- Como usar o painel de controle detalhado — Track every document by status so nothing stalls in the queue
- Como usar a integração de software de contabilidade — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
- Como usar o gerenciamento de contas — Route supplier bills through approval workflows before they hit the ledger
- Como usar a publicação automatizada — Push categorised documents into your ledger without retyping a field
- Como usar a extração de itens de linha — Capture every product row on an invoice, not just the total
- Como usar a análise inteligente — Let machine learning sharpen capture accuracy the more you feed it
- Como usar o processamento de extratos bancários — Turn scanned bank statements into clean, reconcilable transaction lines
- Como usar relatórios de despesas — Let staff snap receipts on the mobile app and claim in seconds
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
I have run AutoEntry across client files for eight months and tested every feature here.
Este tutorial é fruto de experiência prática real, não de capturas de tela de fornecedores.
AutoEntry is one of the most widely used data capture tools for contadores e contabilistas.
Most people only ever use it to snap receipts.
This guide shows you how to use AutoEntry properly, feature by feature.
Passo a passo, com capturas de tela e dicas profissionais que economizam tempo.
Tutorial de Entrada Automática
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 dados, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.
Primeiros passos com o AutoEntry
Complete this one-time setup before touching any feature.
Here is what the first weeks actually looked like for me:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
Sage owns AutoEntry, so signup runs through a standard Sage form.
Red texto marks any field that is required.
Expect these prompts:
- Informações de contato: 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 negócios 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 caixa de entrada.
A required session token keeps the form alive for thirty minutes.
✓ Ponto de verificação: Check your inbox for the confirmation email.
Passo 2: Conecte seu software de contabilidade
To set up AutoEntry, users must connect it to software de contabilidade, 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:
✓ Ponto de verificação: 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 contabilidade once you submit.
✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.
Como usar o Easy Data Entry
Entrada de dados fácil lets you retire manual data entry for good.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Batch scanning through the desktop app beats uploading files one by one.
Como usar o painel de controle detalhado do AutoEntry
Painel de controle detalhado shows exactly where every document sits in your workflow.
Veja como usá-lo passo a passo.
Passo 1: Abra o Painel de Controle
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Bookmark the Ready tab — it becomes your daily publishing checklist.
Como usar a integração do software de contabilidade AutoEntry
Contabilidade Software Integration gives you a seamless integration with the accounting software you already run.
Veja como usá-lo passo a passo.
Passo 1: Abra o menu de Integrações
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Re-sync the chart of accounts whenever you add new nominal codes.
How to Use AutoEntry Bills Manager
Gestão de contas keeps supplier bills moving through approval workflows without chasing anyone.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Set default accounts per supplier — AutoEntry reuses them automatically next month.
How to Use AutoEntry Automated Publisher
Publicação automatizada sends captured and categorised documents into your accounting software automatically.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: The document status reads Published with a timestamp.
Step 3: Confirm the Ledger Entry
Open your accounting software and check the transaction landed.
✅ Resultado: Após categorizar um documento, o AutoEntry memoriza as configurações para transações futuras desse fornecedor.
💡 Dica profissional: Leave auto-publish off for new suppliers until two invoices capture cleanly.
How to Use AutoEntry Line Item Extractor
Extração de itens de linha pulls individual line items off an invoice instead of header totals only.
Veja como usá-lo passo a 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.
✓ Ponto de verificação: 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.
💡 Dica profissional: Only switch on line items for suppliers where the breakdown genuinely matters.
How to Use AutoEntry Smart Analyzer
Análise Inteligente uses machine learning to improve the efficiency and accuracy of data capture processes.
Veja como usá-lo passo a 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Fix errors on the spot — every correction trains your own capture model.
How to Use AutoEntry Bank Statement Processor
Processamento de extratos bancários captures data from bank statements directly into accounting software, keeping records accurate and current.
Veja como usá-lo passo a passo.
Step 1: Open the Bank Statements Folder
Choose Bank Statements, then select the correct bank account.
Step 2: Upload the Scanned Pages
São necessários três créditos para uma única página de extratos bancários no AutoEntry.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Upload statements in date order so the running balance check actually works.
Como usar os relatórios de despesas do AutoEntry
Relatórios de despesas lets your team submit expenses via the AutoEntry app and manage them through approval workflows.
Veja como usá-lo passo a passo.
Passo 1: Convide sua equipe
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.
Eis como isso se parece:
✓ Ponto de verificação: The expense shows a green Approved tag in the dashboard.
Etapa 3: Aprovar e publicar
Review the claim, approve it, then publish to the ledger.
✅ Resultado: Staff claims arrive coded and approved without a spreadsheet in sight.
💡 Dica profissional: Ask staff to snap receipts at the till — paper fades within weeks.
Dicas e Atalhos do AutoEntry Pro
After eight months of daily use, these are the habits that save time.
Here is my own AutoEntry setup in practice:
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Save and open next document | Ctrl + Enter |
| Move between capture fields | Aba |
| Zoom the scanned image | Ctrl + Rolar |
| Delete the current document | Ctrl + Delete |
Características ocultas que a maioria das pessoas não percebe
- 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.
Erros comuns a evitar no AutoEntry
Mistake #1: Burning credits on line items
❌ Errado: Turning on line item capture for every single supplier by default.
✅ Direita: One credit covers a simple invoice; two credits are spent when line items are captured.
Mistake #2: Publishing before the chart of accounts imports
❌ Errado: Uploading a month of documents before connecting your accounting software.
✅ Direita: Import accounts and tax codes first, then send in your first batch.
Mistake #3: Ignoring the correction prompts
❌ Errado: Fixing mis-read fields in the ledger afterwards instead of inside AutoEntry.
✅ Direita: Correct it in AutoEntry so the machine learning stops repeating that error.
Solução de problemas do AutoEntry
Problem: Documents stuck on Processing
Causa: Blurred photos or multi-page PDFs sent as one file.
Consertar: 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.
Consertar: 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.
Consertar: Reconnect under the Connect menu and republish the affected documents.
📌 Observação: If none of these fix your issue, contact AutoEntry support.
O que é o AutoEntry?
Entrada automática is an accounting software add-on that removes manual data entry from contabilidade.
Think of it as a scanner that also knows your chart of accounts.
Veja esta breve visão geral:
Inclui estas características principais:
- Entrada de dados simplificada: Swap manual data entry for photos, scans, and drag-and-drop uploads.
- Painel de controle detalhado: See every document by status so nothing stalls unnoticed in your queue.
- Integração de software de contabilidade: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
- Gestão de contas: Route supplier bills through approval workflows before anything hits the ledger.
- Publicação automatizada: Push categorised documents into your ledger without retyping a single field.
- Extração de itens de linha: Capture every product row on an invoice, not just the header total.
- Análise inteligente: Let machine learning sharpen capture accuracy the more you feed it.
- Processamento de extratos bancários: Turn scanned bank statements and credit card statements into clean transaction lines.
- Relatórios de despesas: 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 uma análise completa, consulte nosso artigo. Análise do AutoEntry.
Preços de entrada automática
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.
| Plano | Preço | Ideal para |
|---|---|---|
| Bronze | US$ 12/mês | Solo bookkeepers testing automated data capture |
| Prata | US$ 23/mês | Small practices with a handful of client files |
| Ouro | $ 44/mês | Growing firms processing steady monthly volume |
| Platina | US$ 98/mês | Busy practices handling many bank statements |
| Diamante | US$ 285/mês | High-volume accountants and bookkeepers |
| Safira | US$ 450/mês | Large firms running bulk client processing |
Teste grátis: Yes — Sage runs a free trial with starter credits.
Garantia de reembolso: No formal guarantee; unused credits simply roll forward.
💰 Melhor custo-benefício: Gold at $44/month — enough credits for steady client work without waste.
Entrada automática vs. alternativas
How does AutoEntry compare? Here is the competitive landscape:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Entrada automática | Sage-native capture | US$ 12/mês | ⭐ 4,0 |
| Destreza | Supplier rule depth | US$ 30/mês | ⭐ 4,4 |
| Hubdoc | Usuários do Xero | Gratuito com o Xero | ⭐ 4,2 |
| Docyt | Contabilidade automação | US$ 50/mês | ⭐ 4,3 |
| Despesar | Relatórios de despesas de funcionários | US$ 5 por usuário por mês | ⭐ 4,4 |
| Zoho Books | Budget accounting | US$ 15/mês | ⭐ 4,4 |
| QuickBooks | Livros tudo-em-um | US$ 38/mês | ⭐ 4,4 |
| Xero | Full ledger | US$ 20/mês | ⭐ 4,3 |
Escolhas rápidas:
- Melhor no geral: Dext — deepest supplier rules if budget is not the deciding factor.
- Melhor orçamento: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
- Ideal para iniciantes: Hubdoc — free with Xero and almost nothing to configure.
- Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.
🎯 Alternativas ao AutoEntry
Procurando alternativas ao AutoEntry? Aqui estão as melhores opções:
- 🚀 Puzzle 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.
- ⚡ Snyder: Best when ecommerce and payment platform syncing matters more than paper document capture.
- 🔒 Fim de mês tranquilo: 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.
- 👶 Sábio: 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.
- 🔧 Aceno: Free accounting for very pequenas 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.
- 🎯 Despesas: 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 a lista completa, consulte nosso Alternativas ao AutoEntry guia.
⚔️ Comparação do 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 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.
- Entrada automática vs. Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
- Entrada automática vs. fechamento mensal simplificado: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
- Entrada automática 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.
- AutoEntry vs Zoho Books: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
- Entrada automática vs. Onda: 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.
- AutoEntry 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.
Comece a usar o AutoEntry agora mesmo
Você aprendeu a usar todos os principais recursos do AutoEntry:
- ✅ Entrada de dados fácil
- ✅ Painel de controle detalhado
- ✅ Integração com software de contabilidade
- ✅ Gestão de Contas
- ✅ Publicação automatizada
- ✅ Extração de itens de linha
- ✅ Análise Inteligente
- ✅ Processamento de extratos bancários
- ✅ Relatórios de despesas
Próximo passo: Pick one feature and try it today.
A maioria das pessoas começa com a Entrada de Dados Fácil.
Leva menos de cinco minutos.
Perguntas frequentes
Como funciona o 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.
Como Use o 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.
Quanto tempo leva o AutoEntry para processar?
Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.
Como configurar a 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.
O AutoEntry é gratuito com o 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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