如何使用自动录入功能：在 2026 年停止手动数据录入？

快速入门

本指南涵盖了 AutoEntry 的所有功能：

• 入门 — 创建您的帐户并连接会计软件
• 如何使用简易数据录入 — Replace manual data entry with photos, scans, and bulk uploads
• 如何使用详细仪表盘 — Track every document by status so nothing stalls in the queue
• 如何使用会计软件集成 — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
• 如何使用账单管理 — Route supplier bills through approval workflows before they hit the ledger
• 如何使用自动化发布 — Push categorised documents into your ledger without retyping a field
• 如何使用行项目提取功能 — Capture every product row on an invoice, not just the total
• 如何使用智能分析 — Let machine learning sharpen capture accuracy the more you feed it
• 如何使用银行对账单处理 — Turn scanned bank statements into clean, reconcilable transaction lines
• 如何使用费用报告 — Let staff snap receipts on the mobile app and claim in seconds

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I have run AutoEntry across client files for eight months and tested every feature here.

本教程源自实际操作经验，而非厂商提供的屏幕截图。

AutoEntry is one of the most widely used data capture tools for 会计师 以及簿记员。

Most people only ever use it to snap receipts.

This guide shows you how to use AutoEntry properly, feature by feature.

步骤详解，附带截图和节省时间的专业技巧。

自动输入教程

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.

自动输入

Stop retyping invoices, receipts, and bank statements. AutoEntry captures the 数据, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.

立即试用自动输入功能 →

阅读完整评测 →

自动输入替代方案 →

自动输入入门指南

Complete this one-time setup before touching any feature.

Here is what the first weeks actually looked like for me:

现在让我们一步一步来。

第一步：创建您的帐户

Sage owns AutoEntry, so signup runs through a standard Sage form.

Red 文本 marks any field that is required.

Expect these prompts:

• 联系方式： 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 商业 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 收件箱.

A required session token keeps the form alive for thirty minutes.

✓ 检查点： Check your inbox for the confirmation email.

步骤二：连接您的会计软件

To set up AutoEntry, users must connect it to 会计软件, 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:

✓ 检查点： 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 簿记 once you submit.

如何使用简易数据录入

轻松数据录入 lets you retire manual data entry for good.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用自动输入详细仪表盘

详细仪表盘 shows exactly where every document sits in your workflow.

以下是使用步骤。

步骤 1：打开仪表盘

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.

这就是它的样子：

✓ 检查点： 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.

如何使用自动录入会计软件集成

会计 Software Integration gives you a seamless integration with the accounting software you already run.

以下是使用步骤。

步骤 1：打开集成菜单

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.

这就是它的样子：

✓ 检查点： 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.

How to Use AutoEntry Bills Manager

账单管理 keeps supplier bills moving through approval workflows without chasing anyone.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

How to Use AutoEntry Automated Publisher

自动化出版 sends captured and categorised documents into your accounting software automatically.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The document status reads Published with a timestamp.

Step 3: Confirm the Ledger Entry

Open your accounting software and check the transaction landed.

How to Use AutoEntry Line Item Extractor

行项目提取 pulls individual line items off an invoice instead of header totals only.

以下是使用步骤。

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.

✓ 检查点： 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.

How to Use AutoEntry Smart Analyzer

智能分析 uses machine learning to improve the efficiency and accuracy of data capture processes.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

How to Use AutoEntry Bank Statement Processor

银行对账单处理 captures data from bank statements directly into accounting software, keeping records accurate and current.

以下是使用步骤。

Step 1: Open the Bank Statements Folder

Choose Bank Statements, then select the correct bank account.

Step 2: Upload the Scanned Pages

AutoEntry 系统中，生成一页银行对账单需要三个信用额度。

这就是它的样子：

✓ 检查点： The opening and closing balances match your statement exactly.

Step 3: Check the Running Balance

Compare the closing balance against the paper statement.

如何使用自动录入费用报表

费用报告 lets your team submit expenses via the AutoEntry app and manage them through approval workflows.

以下是使用步骤。

第一步：邀请您的团队

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.

这就是它的样子：

✓ 检查点： The expense shows a green Approved tag in the dashboard.

步骤三：批准并发布

Review the claim, approve it, then publish to the ledger.

自动输入专业技巧和快捷方式

After eight months of daily use, these are the habits that save time.

Here is my own AutoEntry setup in practice:

键盘快捷键

大多数人错过的隐藏功能

• 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.

自动输入常见错误及避免方法

Mistake #1: Burning credits on line items

Mistake #2: Publishing before the chart of accounts imports

Mistake #3: Ignoring the correction prompts

自动输入故障排除

Problem: Documents stuck on Processing

原因： Blurred photos or multi-page PDFs sent as one file.

使固定： Re-scan at 300 DPI and split long PDFs into separate uploads.

Problem: Signup form will not submit

原因： A hidden field is required and sits below the visible area.

使固定： Scroll up, clear every red label, then retry the submit button.

Problem: Published entries missing from the ledger

原因： The connection token expired after a password change.

使固定： Reconnect under the Connect menu and republish the affected documents.

📌 笔记： If none of these fix your issue, contact AutoEntry support.

什么是自动输入？

自动输入 is an accounting software add-on that removes manual data entry from 簿记.

Think of it as a scanner that also knows your chart of accounts.

观看这段快速概览：

它包含以下主要特点：

• 轻松数据录入： Swap manual data entry for photos, scans, and drag-and-drop uploads.
• 详细仪表盘： See every document by status so nothing stalls unnoticed in your queue.
• 会计软件集成： Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
• 账单管理： Route supplier bills through approval workflows before anything hits the ledger.
• 自动化出版： Push categorised documents into your ledger without retyping a single field.
• 行项目提取： Capture every product row on an invoice, not just the header total.
• 智能分析： Let machine learning sharpen capture accuracy the more you feed it.
• 银行对账单处理： Turn scanned bank statements and credit card statements into clean transaction lines.
• 费用报告： 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.

如需完整评测，请参阅我们的 AutoEntry 评测.

自动输入定价

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.

免费试用： Yes — Sage runs a free trial with starter credits.

退款保证： No formal guarantee; unused credits simply roll forward.

💰 性价比最高： Gold at $44/month — enough credits for steady client work without waste.

自动输入法与其他方案的比较

How does AutoEntry compare? Here is the competitive landscape:

快速精选：

• 综合最佳： Dext — deepest supplier rules if budget is not the deciding factor.
• 最佳预算： AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
• 最适合初学者： Hubdoc — free with Xero and almost nothing to configure.
• Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.

🎯 自动输入替代方案

正在寻找 AutoEntry 的替代方案？以下是一些最佳选择：

• 🚀 Puzzle IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
• 💰 右手： 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.
• ⚡ 辛德： Best when ecommerce and payment platform syncing matters more than paper document capture.
• 🔒 轻松月末: 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.
• 👶 圣人： 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.
• 🔧 海浪： Free accounting for very 小型企业, though document capture stays basic.
• 🌟 加速: 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.

完整列表请参见我们的 自动输入替代方案 指导。

⚔️ 自动输入对比

Here is how AutoEntry stacks up against each competitor:

• 自动输入 vs 拼图 IO: AutoEntry wins on paper capture and Sage support; Puzzle IO wins for startup-stage real-time books.
• 自动输入法 vs Dext: Dext has richer supplier rules; AutoEntry wins on pay-as-you-go pricing and Sage integration.
• AutoEntry 与 Xero 的比较: Not a fair fight — Xero is the ledger, AutoEntry is the capture layer feeding it.
• AutoEntry 与 Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
• 自动录入与轻松月末结算: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
• 自动输入法 vs Docyt: Docyt bundles bookkeeping services; AutoEntry stays cheaper and simpler for pure data entry.
• AutoEntry 与 Sage 的比较: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
• AutoEntry 与 Zoho Books 的比较: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
• 自动输入 vs 波动: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
• AutoEntry 与 Quicken: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
• AutoEntry 与 Hubdoc: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
• AutoEntry 与 Expensify 的比较: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
• AutoEntry 与 QuickBooks 的比较: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
• AutoEntry 与 FreshBooks 的比较: FreshBooks fits solo invoicing; AutoEntry fits accountants and bookkeepers running many client files.
• AutoEntry 与 NetSuite: NetSuite is an enterprise platform; AutoEntry is an affordable add-on for small and mid-sized firms.

立即开始使用自动输入功能

您已学会如何使用 AutoEntry 的所有主要功能：

• ✅ 轻松录入数据
• ✅ 详细仪表盘
• ✅ 会计软件集成
• ✅ 账单管理
• ✅ 自动化发布
• ✅ 行项目提取
• ✅ 智能分析
• ✅ 银行对账单处理
• ✅ 费用报告

下一步： Pick one feature and try it today.

大多数人都是从简单的数据录入开始的。

只需不到五分钟。

常见问题解答

自动输入功能是如何工作的？

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.

如何 使用 Sage 自动输入？

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.

自动录入需要多长时间才能处理完毕？

Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.

如何设置自动输入？

Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.

Sage的AutoEntry功能是免费的吗？

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.