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AutoEntry for accountants

Save time on admin, and focus on what matters—providing your clients with the best service, increasing your billable hours, and growing your practice. Automate data entry across your accounting or bookkeeping practice with AutoEntry.

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Save time

Save hours of manual data entry by automatically and accurately capturing the data from your clients' bank statements directly into their accounting solution.

Streamline your workflow

Capture data from a single source, regardless of your accounting solution. AutoEntry automatically captures data and publishes to Sage Accounting, Sage 50, Xero, or Quickbooks.

Increase your billable hours

Benefit from automation and spend less time on manual bookkeeping and more time on billable, high-value services. Increase your revenue, accelerate time to service, and free up bandwidth to take on new clients.

Capture documents with ease

AutoEntry enables you to easily capture data in the way that feels most comfortable and intuitive to your process.

  • Scan receipts individually or in batches.
  • Send documents and receipts by email.
  • Snap and upload pictures with the mobile app.
  • Capture full line item detail, including the description, unit price, and quantity for each item with verified accuracy.

Ensure data accuracy

AutoEntry uses Optical Character Recognition (OCR) technology to capture the data from your client’s transactions. Each extraction is verified for accuracy so you can be confident each entry is error-free.

  • Eliminate the errors of manually keying in transactions.
  • Review all entries before publishing.
  • Gain confidence in the accuracy of your data.

Seamless integration with your accounting solution

Easily publish extracted documents to Sage 50, QuickBooks, and Xero.

  • AutoEntry utilizes best in class encryption policies to ensure security.
  • Minimize duplication between data capture and accounting solutions with a seamless integration.
  • Eliminate the complexity of using multiple data capture and automation tools across multiple accounting solutions.

Plans and pricing

Flexible pricing

Purchase credits to be used however you need with our usage-based, pay-as-you-go pricing. Always pay per-client so you never pay for what you don't need.

How credits are used:

1 credit: A single invoice, bill, or receipt.
2 credits: An invoice or receipt with line items to be captured.
3 credits: A single page of bank statements.

Request a demoStart a trial

Autoentry

$17 /month

Standard features include:


  • Accurately capture bank and credit card statements, bills, receipts and more
  • Capture full line item details
  • Connect to a company in Sage, QuickBooks, Xero and more
  • Automatically publish receipts, invoices and expenses
  • Export bank statements for direct upload
     
Compatible with:

Snap receipts with AutoEntry and save over 5 hours a week per client

Automating data entry will help you work faster and more accurately. Shared document storage supports better collaboration with your clients. AutoEntry enables higher-value advisory services.

Testimonials

"If you can take a selfie and post it on Facebook, then you can use AutoEntry. It's probably one of the most empowering updates to accounting software in the last decade or so."

Sara Gibb
Flow Works Bookkeeping & Consulting

Read their story
Jose Zavala

"Once we started using AutoEntry we were able to reduce account clean-up work from a week to about 8 hours. So those other days that I had, I was able to sell more, do more tax returns, revenue went up. It was great. It was tremendous."

Jose Zavala
ZTX Advisors

Read their story

Resources for accountants and bookkeepers

On-demand training

See how AutoEntry eliminates manual data entry

Watch training videos to see how AutoEntry works.

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E-book

3 technologies transforming accounting

Download this e-book to understand how the role of technology in accounting is evolving. You'll learn about 3 new technologies, how they're transforming the industry, and how they can benefit you and your practice.

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Articles

Business advice
Get expert advice. Read our blog articles for accountants and bookkeepers in practice.
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Free training and certification

Get started with training and certifications designed to help your practice succeed.

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