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

Manually typing invoices and receipts is a huge waste of time.

It is boring, slow, and leads to mistakes that mess up your books.

You sit at your desk for hours, feeling stressed as the pile of paper grows.

It feels like you will never finish.

Stop the headache right now.

Our guide shows you how to use AutoEntry to handle the hard work for you.

Read on to learn how to automate your 数据 entry and win back your free time!

自动输入

Ready to save 90% of your time on paperwork? Join over 3,000 firms that use AutoEntry to process documents with 99% accuracy. Start your free trial today and automate your first 25 documents for free!

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AutoEntry Tutorial

First, upload your receipts or invoices to the app.

AutoEntry reads the data 即刻 using smart technology.

Next, check the details to make sure they are correct.

Finally, click publish to send the info to your 会计 软件。

It is that simple to save your time.

How to use 自动输入 Easy Data Entry

Managing paperwork is a full-time job.

许多 会计师 and bookkeepers spend hours every day just typing numbers into a computer.

This feature fixes that problem.

It lets you send documents to your software without manual typing.

Step 1: Choose your upload method

You have a few ways to get your data into the system.

Most accountants and bookkeepers prefer using the mobile app because it is fast.

You can also email your files.

• Open the mobile app on your smartphone.
• Take a clear photo of your receipt or invoice.
• If you have digital files, send them to your unique AutoEntry email address.
• You can also drag & drop PDF files directly into your web browser.

Step 2: Set your automation rules

To make things run smoothly, you need to provide some basic details.

If you are a Sage 商业 partner, you might need to link specific accounts.

• Go to your settings and enter the required 商业 phone and a valid phone number.
• Make sure you provide a valid email address salutation so your contacts look professional.
• If the system asks, enter your required account number to link your bank.
• Every existing Sage customer should double-check that their tax settings match their software.

Step 3: Review and process bank statements

AutoEntry isn’t just for bills; it handles bank statements too.

This saves you from having to type out every transaction by hand.

• Upload your paper bank statements as a PDF or high-quality scan.
• Wait a few minutes for the AI to read the dates and amounts.
• Check that the valid phone number entered fields are correct if you are adding new contacts.
• Since you are a required existing Sage customer, you can now sync these transactions directly to your ledger.

How to use Smart Analysis

Smart Analysis is a powerful tool that looks deep into your documents.

It goes beyond simple numbers to find hidden patterns in your automated data.

This helps you understand your spending habits without doing any math yourself.

It is the smartest way to keep your books healthy and accurate.

Step 1: Activate Smart Analysis for your profile

To get the most out of this feature, you need to make sure your business profile is complete.

The system uses your details to give you better insights into your specific industry.

• Go to your account settings and fill in your required job title.
• Enter your required annual revenue so the AI knows the size of your business.
• Provide a professional email address and a business phone number.
• Every field is required to ensure your reports are accurate and secure.

Step 2: Upload documents for deep scanning

Once your profile is ready, you can start sending files for analysis.

You can do this from your desk or while you are out meeting clients.

• Upload your complex invoices or bills to the web portal.
• You can also continue mobile phone uploads by using the app on your mobile phone.
• Make sure each document shows a clear address line for the vendor.
• If you have questions about a specific scan, you can ask a sage representative for help.

Step 3: Set up your communication preferences

Smart Analysis can send you alerts when it finds something important.

You get to choose how you want to stay informed about your business data and new features.

• Check your contact details to make sure you have a valid phone number.
• Select if you want to receive promotional communications or electronic communications.
• If you want instant alerts, choose to receive sms communications or receive sms messages.
• Click please accept to continue after you review the sms communications and promotional communications settings.
• You can also opt-in to get sage marketing emails or other marketing communications to stay updated on the latest tools.

How to use Automated Publishing

Automated publishing is the final step to save time and stop manual work.

It allows your documents to flow directly from AutoEntry into your 会计 软件。

With seamless integration, you don’t even have to click “upload” every time.

It is like having a robot do your 簿记 为你！

Step 1: Connect your accounting software

Before the magic happens, you must link AutoEntry to your favourite tools, such as Sage Business or QuickBooks.

This ensures all your line items go to the right place.

• Go to the “Integrations” tab and select the Sage products you use.
• You will need to fill in your required company name and required country.
• Enter your required city, required state, and your zip or postal code.
• Please confirm that the email address that you provided is my professional work email to ensure 安全.
• To finish the setup, provide your job title and annual revenue to verify your business profile.

Step 2: Set up Auto-Publishing rules

Now you can tell the system which suppliers to trust.

When you trust a vendor, their invoices will sync automatically without you checking them first.

• Select a supplier and toggle the “Auto-Publish” switch to “On.”
• Enter the account number for that specific vendor.
• Make sure you have filled in the required zip and continue industry type in your settings.
• During this required session, you can indicate whether you agree to be contacted with the marketing communications.
• If you agree to be contacted, your data will be added to the system to send you sage marketing news.
• You can choose to receive from your sms messages to learn about updates or receive marketing content via email.

Step 3: Check your accounting software

After a few minutes, your data will appear in your books.

This works for invoices and even credit card statements.

• Open your accounting tool to see the new entries.
• Note that your personal data and the details you have provided are handled as part of b2b marketing privacy rules.
• If you ever want to stop receiving marketing content from Sage, you can unsubscribe from our communications at any time using the unsubscribe link.
• Your added to our database helps a Sage representative get back from a Sage office to help you if you get stuck.
• You can choose if you want help, including by electronic communications or sms messages.

Alternatives to Autoentry

自动输入对比

• 自动输入 vs 拼图这款软件专注于为初创企业提供人工智能驱动的财务规划。它的对应产品则面向个人理财。
• 自动输入法 vs Dext这是一个用于记录收据和发票的商业工具。另一个工具用于追踪个人支出。
• AutoEntry 与 Xero 的比较这是面向小型企业的热门在线会计软件。它的竞争对手是面向个人用户的。
• AutoEntry 与 Synder该工具可将电子商务数据与会计软件同步。其替代版本则专注于个人理财。
• 自动录入与轻松月末结算这是一个用于简化月末工作的商业工具。它的竞争对手是用于管理个人财务的工具。
• 自动输入法 vs Docyt一个应用人工智能进行企业记账和自动化，另一个应用则将人工智能用作个人理财助手。
• AutoEntry 与 Sage 的比较这是一个功能全面的企业会计软件。它的竞争对手是一款更易于使用的个人理财工具。
• AutoEntry 与 Zoho Books 的比较这是一个面向小型企业的在线会计工具。它的竞争对手是面向个人用户的。
• 自动输入 vs 波动这款软件为小型企业提供免费的会计软件。它的对应版本则面向个人用户。
• AutoEntry 与 Quicken两者都是个人理财工具，但这款工具提供更深入的投资追踪功能，另一款则更简单易用。
• AutoEntry 与 Hubdoc该公司专门从事簿记文档采集。它的竞争对手是一款个人理财工具。
• AutoEntry 与 Expensify 的比较这是一个企业费用管理工具。另一个是用于个人费用跟踪和预算的工具。
• AutoEntry 与 QuickBooks 的比较这是知名的企业会计软件。它的替代版本则是为个人理财而设计的。
• AutoEntry 与 FreshBooks 的比较这是面向自由职业者和小企业的会计软件。它的替代版本则用于个人理财。
• AutoEntry 与 NetSuite这是一个功能强大的企业管理套件，适用于大型企业。它的竞争对手是一款简单的个人理财应用。

结论

Now you know how autoentry works to make your life easier.

It is a great tool for accountants and bookkeepers who want to stop wasting time.

You can stop typing and start growing your business today.

Make sure your contact details and valid phone number are correct in your profile.

You can even continue the mobile phone setup so you can work from anywhere.

We hope this free guide helped you.

If you get Sage marketing emails, remember you can unsubscribe at any point.

Sage, including by electronic mail, treats b2b marketing data with great care and safety.

常见问题解答

More Facts about AutoEntry

• Works with Others: AutoEntry connects easily with popular tools like QuickBooks, Sage, and Xero.
• 移动友好： You can use your phone to snap pictures of receipts and send them right to the app.
• Fast and Smart: The software is quick, and it actually gets smarter and faster the more you use it.
• Safe and Sound: Your private information is kept very safe and follows strict privacy rules called GDPR.
• Credit System: Instead of a flat fee, you buy “credits” to pay for the work the software does.
• Cost per Paper: Usually, one credit covers one simple bill or receipt.
• Extra Details: If you want the software to read every single line on a bill, it costs two credits.
• Bank Records: It takes three credits to process one page of a bank statement.
• Fair Pricing: You only pay for what you actually use, which helps save money.
• Monthly Plans: Subscriptions are affordable, often starting around $15 to $17 a month depending on your plan.
• 云存储： All your documents are saved safely online so you can find them later.
• Expense Reports: Employees can send in their work expenses through the app for a boss to approve.
• Remembers your Choices: Once you tell the app how to handle a bill from one store, it remembers that for next time.
• Auto-Upload: When you take a photo of a receipt, the info goes straight into your accounting books.
• 节省时间： Because the computer does the typing, accountants can spend more time helping their clients with bigger goals.
• Accurate Records: It pulls data directly from bank statements to make sure the numbers are always right.
• Learning Machine: The software uses “machine learning,” which means it learns from its mistakes to get better at reading handwriting and 文本.
• Bulk Uploads: You can scan a large pile of papers at once and upload them through your computer.
• Automatic Settings: You can set up the app to automatically add tax codes to certain bills.
• 安装简便： To start, you just link it to your accounting software and import your list of accounts.
• Simple Menus: You can usually find the connection settings right inside the main menu of your accounting software.
• Better Business: By doing the boring data entry for you, AutoEntry makes running a business much smoother.