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 — Create your account and connect accounting software
• 如何使用简易数据录入 — Upload invoices, receipts, and bank statements fast
• 如何使用详细仪表盘 — Track all documents and processing status
• 如何使用会计软件集成 — Connect with Xero, Sage, and QuickBooks
• 如何使用账单管理 — Organize and categorize supplier bills
• 如何使用自动化发布 — Auto-send captured data to your ledger
• 如何使用行项目提取功能 — Capture every line item from invoices
• 如何使用智能分析 — Let machine learning categorize documents
• 如何使用银行对账单处理 — Extract transactions from bank statements
• 如何使用费用报告 — Manage employee expenses with approval workflows

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’ve used AutoEntry for over a year and tested every feature covered here. This how to use AutoEntry tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

AutoEntry is one of the most powerful automated 数据 entry tools for accountants and bookkeepers available today.

但大多数用户仅仅触及了它功能的冰山一角。

This guide shows you how to use AutoEntry step by step.

You’ll learn to capture invoices, receipts, credit card statements, and bank statements without manual data entry.

Whether you’re a solo bookkeeper or managing a team, this how to use AutoEntry tutorial covers everything.

AutoEntry uses machine learning to improve the efficiency and accuracy of data capture processes.

AutoEntry reduces manual intervention, cutting down on errors and drastically reducing time spent on data entry.

自动输入教程

本 AutoEntry 完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。

自动输入入门指南

使用任何功能之前，请先完成此一次性设置。

大约需要3分钟。

请先观看这段简短的概述：

现在让我们一步一步来。

第一步：创建您的帐户

Go to the AutoEntry website and click “Try for free.”

Enter your valid email address salutation and create a strong password.

You’ll also need to provide your contact details including a valid phone number and 商业 电话。

The required business phone field helps AutoEntry verify your account for 安全.

Fill in your job title and required annual revenue if prompted.

The field is required for each step — complete every section before moving forward.

Please accept to continue after reviewing the terms and conditions.

You can indicate whether you agree to receive marketing communications from 圣人.

This includes the option to receive promotional communications and sage marketing emails.

You can also choose to receive sms communications and sms messages to learn about new features.

If you agree to be contacted, you may also receive sms messages about product updates and webinars.

If you prefer not to receive marketing content from Sage, you can opt out at any time.

You can unsubscribe from our communications whenever you want using the link at the bottom of any email.

Confirm that the email address provided is my professional email address for 商业 correspondence.

As part of b2b marketing your data will be added to our database and handled under GDPR-compliant policies at Sage.

AutoEntry provides a seamless integration with your existing 会计软件 so setup takes just minutes.

If you’re an existing Sage customer, you can sign in directly with your Sage credentials.

✓ 检查点： 检查你的 收件箱 for a confirmation email from AutoEntry.

步骤二：连接您的会计软件

Log in to AutoEntry and go to the Settings menu.

Select your accounting software — Xero, Sage, or QuickBooks.

按照提示授权连接。

AutoEntry will import your chart of accounts and tax codes automatically.

You may need to enter your valid phone number address and account number during setup.

If you need help, you can request a callback from a sage representative who will walk you through the process.

Here’s what the dashboard looks like after connecting:

✓ 检查点： You should see your accounts and tax codes listed in AutoEntry.

Step 3: Create a Company Profile

Click “Add Company” from the dashboard.

Enter your required company name, required city, and required country.

Fill in your address line, zip or postal code, and required state.

Make sure the required zip field is completed for accurate location settings.

Add your required number for the business and your continue industry classification.

You can set up your mobile phone number for continue mobile phone notifications about processed documents.

You can add multiple companies under one account if you manage several clients.

Download our free guide to learn the best practices for setting up your first company in AutoEntry.

如何使用自动输入法轻松录入数据

轻松数据录入 lets you photograph, scan, or upload documents to AutoEntry for automatic data capture.

以下是使用步骤。

Watch Easy Data Entry in action:

现在让我们逐一分析每个步骤。

Step 1: Choose Your Upload Method

Open the AutoEntry mobile app or desktop web portal.

You can snap a photo with the mobile app, email documents, or batch scan from your desktop.

The mobile app lets you capture receipts and invoices on the go.

AutoEntry allows clients to snap photos of invoices and receipts for automatic upload into accounting ledgers.

For desktop users, you can also use a scanner to batch upload multiple pages at once.

Step 2: Upload Your Documents

Tap the upload button and select your invoices, receipts, or bank statements.

AutoEntry accepts PDFs, photos, and scanned images.

You can also forward documents to your unique AutoEntry email address.

✓ 检查点： Your documents should appear in the AutoEntry inbox.

Step 3: Review Captured Data

AutoEntry uses machine learning to extract all key fields automatically.

Check the supplier name, date, amount, and VAT code.

Processing times are fast and the more you use AutoEntry, the faster it gets.

如何使用自动输入详细仪表盘

详细仪表盘 lets you monitor every document’s processing status at a glance.

以下是使用步骤。

Watch Detailed Dashboard in action:

现在让我们逐一分析每个步骤。

步骤 1：打开仪表盘

Log in to AutoEntry and click “Dashboard” in the top menu.

You’ll see a summary of all pending, processed, and published documents.

步骤二：筛选和排序文档

Use the filters to view documents by date, supplier, or status.

You can also search by supplier name or invoice number.

This saves time when you manage multiple clients.

✓ 检查点： You should see your filtered document list.

Step 3: Review Processing Details

Click any document to see the full extraction details.

All AutoEntry documents are securely stored in the cloud for future reference and 审计.

如何使用自动录入会计软件集成

会计软件集成 lets you publish captured data directly to Xero, Sage, or QuickBooks.

以下是使用步骤。

Watch Accounting Software Integration in action:

现在让我们逐一分析每个步骤。

Step 1: Select Your Accounting Platform

Go to Settings and choose your accounting software from the list.

AutoEntry supports Sage products, Xero, QuickBooks, FreshBooks以及更多。

If you’re a Sage business partner, the connection is even faster.

步骤 2：授权连接

Click “Connect” and sign in to your accounting software.

Grant AutoEntry permission to access your accounts.

AutoEntry will pull in your chart of accounts, suppliers, and tax codes.

✓ 检查点： Your accounting categories should appear in AutoEntry.

Step 3: Map Your Accounts

Assign default accounts and VAT codes for common suppliers.

After categorizing a document, AutoEntry remembers the settings for future transactions from that supplier.

如何使用自动录入账单管理

账单管理 lets you organize, categorize, and track all supplier bills in one place.

以下是使用步骤。

Watch Bills Management in action:

现在让我们逐一分析每个步骤。

Step 1: Access the Bills Section

Click “Bills” in the main navigation menu.

You’ll see all uploaded supplier invoices waiting for review.

Step 2: Categorize Each Bill

Select a bill and assign the correct account, tax code, and payment status.

AutoEntry’s smart analysis will suggest categories based on past transactions.

This reduces manual intervention and saves time on repetitive tasks.

✓ 检查点： Each bill should have an assigned account and tax code.

Step 3: Publish Bills to Your Ledger

Click “Publish” to send the categorized bills to your accounting software.

AutoEntry attaches the original invoice image for your records.

如何使用自动录入自动发布功能

自动化出版 lets you set rules so captured data flows to your accounting software without manual steps.

以下是使用步骤。

Watch Automated Publishing in action:

现在让我们逐一分析每个步骤。

步骤 1：打开自动发布设置

Go to Settings and click “Auto-Publish Rules.”

This is where you define which documents get published automatically.

Step 2: Create Publishing Rules

Select the supplier or document type you want to auto-publish.

Assign the default account number, tax code, and category.

AutoEntry will remember these settings and apply them every time.

✓ 检查点： Your auto-publish rule should appear in the rules list.

Step 3: Test and Verify

Upload a test document from a supplier you’ve set up rules for.

Confirm that it publishes automatically to your accounting software.

如何使用自动录入行项目提取功能

行项目提取 lets you capture every individual line item from invoices including descriptions, quantities, and unit prices.

以下是使用步骤。

Step 1: Enable Line Item Capture

Go to Settings and toggle on “Extract Line Items.”

This tells AutoEntry to capture individual line items instead of just totals.

Two credits are required for an invoice or receipt with line items.

Step 2: Upload an Invoice with Multiple Lines

Upload an invoice that has several line items listed.

AutoEntry will extract each line item with its description, quantity, and price.

✓ 检查点： Each line item should appear separately in the extracted data.

Step 3: Review and Publish Line Items

Verify the line items match the original invoice.

Assign product or service tracking codes if needed.

Publish to your accounting software with full line item detail.

如何使用自动输入智能分析

智能分析 lets AutoEntry’s machine learning engine categorize and code your documents automatically.

以下是使用步骤。

Watch Smart Analysis in action:

现在让我们逐一分析每个步骤。

Step 1: Process Your First Batch

Upload at least 10 invoices from recurring suppliers.

Manually categorize them with the correct accounts and VAT codes.

This trains AutoEntry’s machine learning engine on your preferences.

Step 2: Let AutoEntry Learn Your Patterns

After your first batch, upload new invoices from the same suppliers.

AutoEntry will suggest the same categories you used before.

The more you use AutoEntry, the more accurate its suggestions become.

✓ 检查点： AutoEntry should suggest correct categories for known suppliers.

Step 3: Fine-Tune and Correct

If AutoEntry misclassifies a document, correct it manually.

It will remember this correction for all future documents from that supplier.

如何使用自动录入银行对账单处理功能

银行对账单处理 lets you extract transactions from bank statements and credit card statements directly into your accounting software.

以下是使用步骤。

Watch Bank Statement Processing in action:

现在让我们逐一分析每个步骤。

第一步：上传您的银行对账单

Click “Upload” and select your bank or credit card statement PDF.

Three credits are needed for a single page of bank statements in AutoEntry.

You can upload multi-page statements in one go.

AutoEntry captures data from bank statements directly into your accounting platform for reconciliation.

Both regular bank statements and credit card statements are supported.

Step 2: Review Extracted Transactions

AutoEntry captures each transaction with the date, description, and amount.

Verify the opening and closing balances match your statement.

This ensures accurate and real-time data in your accounting records.

✓ 检查点： All transactions should appear with correct amounts and dates.

步骤 3：发布到您的会计软件

Click “Publish” to send all transactions to your bank feed.

AutoEntry maps each transaction to the correct bank account in your ledger.

如何使用自动录入费用报表

费用报告 lets you manage employee expenses with built-in approval workflows.

以下是使用步骤。

观看费用报告实际操作演示：

现在让我们逐一分析每个步骤。

Step 1: Enable Expense Claims

Go to Settings and turn on “Expense Claims.”

Invite team members by entering their professional email address.

Each employee can then submit expenses via the AutoEntry mobile app.

Users can submit expenses via the AutoEntry app and manage them through approval workflows.

This works on any mobile device including iOS and 安卓 电话。

Step 2: Submit and Review Expenses

Employees snap photos of receipts using the mobile app on their continue mobile phone.

Each receipt is automatically captured with the amount, date, and vendor name.

AutoEntry allows users to upload data from mobile 设备 by taking photos of documents.

Managers review and approve expenses through the multi-level approval workflow.

You can set up multiple approval levels for different expense amounts.

Non-reimbursable expenses can be flagged separately for tracking purposes.

✓ 检查点： Submitted expenses should appear in the review queue.

Step 3: Publish Approved Expenses

Once approved, click “Publish” to send expenses to your accounting software.

AutoEntry groups expenses by employee and period for clean 报道.

自动输入专业技巧和快捷方式

After testing AutoEntry for over a year, here are my best tips.

These shortcuts and hidden features will help you save time and get the most from every credit in your account.

键盘快捷键

These keyboard shortcuts will speed up your daily workflow inside AutoEntry.

行动	捷径
Publish selected document	Ctrl + P
全部文档	Ctrl + A
Move to next document	向下箭头
Delete selected document	Delete key

大多数人错过的隐藏功能

• Email Forwarding Rules: Set up auto-forwarding in your email client so supplier invoices go straight to AutoEntry without any manual step — this is the biggest time saver for accountants and bookkeepers who handle dozens of invoices daily.
• Duplicate Detection: AutoEntry automatically flags duplicate invoices before you publish them — this prevents double entries and protects your data accuracy across all your client companies.
• Supplier Statement Reconciliation: Upload supplier statements and AutoEntry matches them against captured invoices — it highlights gaps in your records 即刻 so you never miss a bill.
• 信用展期： Unused credits roll over for up to 90 days, so you never lose credits during quiet months. This makes the pay-as-you-go model even more flexible for seasonal businesses.
• Partner Programme Discounts: If you’re an accountant or bookkeeper, join the partner programme. Your clients get 50% off for six months and you earn credits or cash back on their purchases.

自动输入常见错误及避免方法

Mistake #1: Skipping Account Mapping During Setup

Mistake #2: Using Line Items for Every Invoice

Mistake #3: Not Training the Machine Learning

Mistake #4: Ignoring Credit Card Statements

自动输入故障排除

Problem: Documents Not Processing

原因： The uploaded file may be too blurry, too large, or in an unsupported format.

使固定： Make sure photos are clear and well-lit. Use PDF format when possible. Re-upload the document if the first attempt fails.

Problem: Incorrect Data Extraction

原因： The document layout may be unusual or the scan quality may be low.

使固定： Correct the extracted data manually and AutoEntry will learn from your correction for future documents from that supplier.

Problem: Connection Lost with Accounting Software

原因： Your accounting software authorization may have expired or credentials may have changed.

使固定： Go to Settings, disconnect the integration, and reconnect using your current login credentials. This is a required session refresh that re-establishes the API connection between AutoEntry and your accounting platform.

问题：积分消耗过快

原因： You may have line item extraction enabled for all documents, which uses two credits per invoice instead of one.

使固定： Review your settings and disable line item extraction for invoices that only need totals. Check your credit usage dashboard to see which document types consume the most credits. Consider upgrading to a higher plan if your volume has increased.

Problem: Mobile App Not Syncing

原因： Your mobile app may need an update or your internet connection may be unstable.

使固定： Update the AutoEntry mobile app to the latest version from the App Store or Google Play. Check your internet connection and try uploading again. If the issue persists, clear the app cache and log in again.

📌 笔记： If none of these fix your issue, contact AutoEntry support via live chat, email, or phone.

什么是自动输入？

自动输入 is an automated data entry tool that captures invoices, receipts, and bank statements and publishes them to your accounting software.

Think of it like a virtual bookkeeper that reads every document for you and types the data into your accounting ledger — but faster and with fewer errors.

观看这段快速概览：

它包含以下主要特点：

• 轻松数据录入： Upload invoices, receipts, and documents from mobile devices or desktop in seconds.
• 详细仪表盘： Track processing status and view all documents in one central location.
• 会计软件集成： Publish data directly to Sage, Xero, QuickBooks, and more.
• 账单管理： Categorize and organize supplier invoices with smart suggestions.
• 自动化出版： Set rules to auto-publish recurring supplier documents.
• 行项目提取： Capture every line item with description, quantity, and unit price.
• 智能分析： Machine learning categorizes documents and improves accuracy over time.
• 银行对账单处理： Extract transactions from bank and credit card statements.
• 费用报告： Submit and approve employee expenses through the mobile app.

AutoEntry is designed to simplify accounting tasks and improve efficiency for small and medium-sized businesses. It provides GDPR-compliant and secure data storage, so your personal data is always protected. AutoEntry works in practice by helping accountants bookkeepers save time by reducing manual data entry tasks. Using AutoEntry can increase billable hours for accountants by allowing them to focus on high-value services instead of manual 簿记.

AutoEntry simplifies the accounting workflow by allowing users to capture data from a single source regardless of the accounting solution used. AutoEntry allows for batch scanning and uploading documents via a desktop app or web portal. The mobile app allows users to snap receipts and invoices on-the-go from mobile devices.

AutoEntry captures data from bank statements directly into accounting platforms, ensuring accurate and real-time data. AutoEntry’s pricing structure allows users to only pay for what they need, based on client usage. Whether you send you sage marketing content or not, AutoEntry itself keeps your accounting data secure and accessible.

You can be contacted with marketing communications from Sage including by electronic communications if you choose. However, you can time unsubscribe from these at any point. Your details you have provided are protected, and you can hear back from a sage representative if you need support. AutoEntry is used by over 210,000 businesses worldwide and processes more than 28 million documents each year.

如需完整评测，请参阅我们的 AutoEntry 评测.

自动输入定价

以下是 AutoEntry 在 2026 年的费用：

计划	价格	最适合
Bronze (50 credits)	每月13美元	独奏 自由职业者 低音量
Silver (100 credits)	每月 24 美元	Small businesses with moderate invoices
Gold (200 credits)	每月 46 美元	Growing businesses with regular billing
Platinum (500 credits)	每月103美元	Busy practices with multiple clients
Diamond (1500 credits)	$298/month	Large firms handling high document volume
Sapphire (2500 credits)	$469/month	Enterprise-level accountants and bookkeepers

免费试用： Yes — 25 free credits included with every trial.

退款保证： No contract required. Cancel anytime up to 24 hours before renewal.

AutoEntry offers flexible pricing with a pay-as-you-go model. Users can purchase credits to be used for data entry tasks. One credit is used for a single invoice, bill, or receipt. Two credits are required for an invoice or receipt with line items to be captured. Three credits are needed for a single page of bank statements. Unused credits roll over for up to 90 days so you never waste money during quieter months.

The standard monthly subscription for AutoEntry starts at $13 for the Bronze plan. All plans include unlimited users, unlimited companies, and unlimited cloud storage. There are no hidden fees and no long-term contracts required. You can upgrade, downgrade, or cancel your plan at any time.

💰 性价比最高： Gold (200 credits at $46/month) — best per-credit rate for most small businesses, with enough credits to handle regular monthly invoices and receipts.

自动输入法与其他方案的比较

AutoEntry 与其他产品相比如何？以下是竞争格局：

工具	最适合	价格	等级
自动输入	基于信用的灵活性	每月 13 美元	⭐ 4.0
Puzzle IO	人工智能驱动的会计	每月 49 美元	⭐ 4.5
右手	收据采集和OCR	每月 31.50 美元	⭐ 4.3
Xero	全套会计软件	每月15美元	⭐ 4.4
辛德	E-commerce accounting	$15.50/mo	⭐ 4.7
轻松月末	Month-end close	风俗	⭐ 4.5
多西特	人工智能 簿记	风俗	⭐ 4.5
圣人	企业会计	每月10美元	⭐ 4.1
Zoho Books	Beginner accounting	免费+	⭐ 4.3
海浪	免费会计	自由的	⭐ 4.4
QuickBooks	小型企业 standard	每月 30 美元	⭐ 4.3
FreshBooks	自由职业者发票	每月 19 美元	⭐ 4.5

快速精选：

• 综合最佳： AutoEntry — unmatched credit-based pricing flexibility for accountants
• 最佳预算： Wave — free accounting with basic data entry features
• 最适合初学者： FreshBooks — simple interface with built-in invoicing
• Best for Sage users: AutoEntry — built by Sage with deep Sage products integration

🎯 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： AI-driven accounting platform that automates bookkeeping and provides real-time financial insights for growing teams.
• 💰 右手： Popular receipt scanning tool with strong OCR accuracy and direct publishing to major accounting platforms.
• 🎨 Xero： Full-featured cloud accounting software with built-in invoicing, bank feeds, and multi-currency support.
• ⚡ 辛德： Focused on e-commerce businesses with automatic sync from Stripe, PayPal, and online stores.
• 🔒 轻松结束月末： Simplifies the month-end close process with automated checklists and reconciliation workflows.
• 🧠 Docyt： 人工智能驱动的记账 自动化 that handles transaction coding and financial reporting.
• 🏢 圣人： Enterprise-grade accounting software with deep regulatory compliance and multi-entity support.
• 👶 Zoho Books： Beginner-friendly accounting with built-in tax calculations and project tracking.
• 🔧 海浪： Free accounting software ideal for freelancers and micro-businesses with basic needs.
• 🌟 加速: Personal and small business finance manager with budgeting and investment tracking.
• ⭐ Hubdoc: Document collection tool that fetches bills and receipts from suppliers automatically.
• 🎯 Expensify: Expense management platform with corporate card programs and approval workflows.
• 💼 QuickBooks： Industry-standard accounting software with payroll, invoicing, and 时间跟踪.
• 📊 FreshBooks： Invoice-focused accounting tool built for freelancers and service-based businesses.
• 🔥 NetSuite: Enterprise ERP with advanced financial management for mid-market and large companies.

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

以下是 AutoEntry 与各竞争对手的对比情况：

• 自动输入 vs 拼图 IO: Puzzle IO offers deeper AI insights but AutoEntry wins on credit-based pricing flexibility for accountants with varying workloads.
• 自动输入法 vs Dext: Dext has a sleeker interface but costs more at $31.50 per month. AutoEntry’s pay-as-you-go credit model is better for smaller practices with varying monthly volumes.
• AutoEntry 与 Xero 的比较: Xero is a full accounting suite with invoicing, bank feeds, and multi-currency management. AutoEntry focuses solely on data capture and works perfectly alongside Xero as a companion tool.
• AutoEntry 与 Synder: Synder excels at e-commerce transaction syncing. AutoEntry is better for traditional invoice and receipt capture.
• 自动录入与轻松月末结算: Easy Month End focuses on closing procedures. AutoEntry handles the daily data entry that feeds into month-end.
• 自动输入法 vs Docyt: Docyt offers full AI bookkeeping while AutoEntry focuses on data capture and publishing to existing software.
• AutoEntry 与 Sage 的比较: AutoEntry is built by Sage and integrates deeply with Sage products. Choose Sage for full accounting plus AutoEntry for data capture.
• AutoEntry 与 Zoho Books 的比较: Zoho Books is a complete accounting solution. AutoEntry adds automated data capture on top of any accounting tool.
• 自动输入 vs 波动: Wave is free but lacks automated data entry features. AutoEntry saves hours with its scanning and OCR technology.
• AutoEntry 与 Quicken: Quicken focuses on personal finance and budgeting. AutoEntry targets business accounting data entry.
• AutoEntry 与 Hubdoc: Hubdoc fetches documents from suppliers automatically. AutoEntry excels at extracting data from any uploaded document.
• AutoEntry 与 Expensify 的比较: Expensify is stronger for corporate expense management. AutoEntry handles broader data capture beyond expenses.
• AutoEntry 与 QuickBooks 的比较: QuickBooks is a full accounting platform with invoicing, payroll, and reporting. AutoEntry complements it by automating document data capture and publishing directly to your QuickBooks ledger.
• AutoEntry 与 FreshBooks 的比较: FreshBooks focuses on invoicing for freelancers. AutoEntry adds powerful receipt and bill capture 自动化.
• AutoEntry 与 NetSuite: NetSuite is an enterprise ERP for large companies with complex multi-entity and multi-currency needs. AutoEntry serves small to mid-size businesses and accounting practices with targeted data entry automation at a fraction of the cost.

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： 选择一项功能，立即试用。

大多数人都是从简单的数据录入开始的。

只需不到5分钟。

常见问题解答

自动输入功能是如何工作的？

AutoEntry works by capturing data from invoices, receipts, and bank statements using optical character recognition and machine learning. You upload documents through the mobile app, desktop scanner, or email. AutoEntry extracts the key fields like supplier name, date, amount, and tax code. Then it publishes the automated data directly to your accounting software.

如何 使用 Sage 自动输入？

To use AutoEntry with Sage, log in to your AutoEntry account and go to Settings. Select Sage as your accounting software and authorize the connection. If you’re a required existing Sage customer, you can use your Sage credentials to sign in. AutoEntry will import your chart of accounts and tax codes from Sage automatically. You can then upload documents and publish captured data straight to your Sage ledger.

自动录入需要多长时间才能处理完毕？

AutoEntry typically processes documents within minutes. Simple invoices and receipts are captured almost instantly. Bank statements may take slightly longer depending on the number of transactions. Processing times are fast and the more you use the platform, the quicker it gets as the machine learning engine learns your document types.

如何设置自动输入？

To set up AutoEntry, you must connect it to accounting software, create a company profile, and import the chart of accounts and tax codes. Start by signing up for a free trial at the AutoEntry website. Enter your valid email address and valid phone number enter your business phone when prompted. Fill in the required job title, required annual revenue, and required company fields. Select your required country, required city, and required state. Add your address line and zip or postal code. Then connect your accounting software — Xero, Sage, or QuickBooks — and AutoEntry handles the rest. You may also choose to receive electronic communications about product updates.

Sage的AutoEntry功能是免费的吗？

AutoEntry is not free with Sage but it is owned and operated by Sage. You need a separate AutoEntry subscription with credits. The standard monthly subscription starts at $13 per month for the Bronze plan with 50 credits. However, Sage business partners and their clients can access special discounts through the partner program, including 50% off for the first six months.