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AutoEntry

Automated data processing for accountants

Ready for automated data capture at the click of a button? Clients snap photos of invoices and receipts, which automatically upload into your preferred accounting ledger, giving you accurate, real-time data.

AutoEntry by Sage: capture, categorize, and publish documents

With a simple integration between Sage Accounting and AutoEntry, you can save time right away. Photos of invoices, receipts, expenses, and bank statements automatically upload into Sage Accounting, giving you accurate data.

Easily capture documents

Say goodbye to piles of paperwork, filing and printing. AutoEntry by Sage makes it easy to capture, send, and store your documents in the cloud.

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

Use a tool that learns how you work

AutoEntry by Sage uses machine learning to continually improve the efficiency and accuracy of your data capture processes.

  • Learns how you analyze and process invoices and receipts like accounts, nominal, and tax codes
  • Uses what it learns to capture, categorize, and publish verified data to your preferred accounting solution quickly and easily
  • Syncs captured invoices to matching open purchase orders
  • Becomes more accurate and efficient as you add more documents by learning how your processes work

Integrate to your preferred accounting software

Sage Accounting and AutoEntry by Sage integrate to:

  • Minimize duplication between data capture and accounting
  • Create a singular process across your practice for data capture and automation
  • Eliminate the complexity of using multiple data automation tools across multiple accounting solutions
  • Keep data secure, AutoEntry by Sage has best-in-class encryption policies
  • Make reconciliation smoother and easier
Explore Sage Accounting

How does AutoEntry work with Sage for Accountants?

AutoEntry is included in every Sage for Accountants plan.  Get started with the allowance included in your plan, then add more when you need to.

What you get with your plan

When you sign up to a Sage for Accountants plan, you'll get access to AutoEntry, giving you allowances which you can customize as needed.

You will get up to 10 documents and 5 bank statement pages each month.

Need more? You can add extras at any time through the solution, and the cost will simply be added to your next monthly invoice. Or you can easily change your plan level within Sage for Accountants.

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Get started with Sage for Accountants

Unlock the potential of your practice with customisable plans, designed to help you meet clients' needs efficiently. Choose the plan that suits your requirements and customize.

Sign up to Sage

Sign up to our accountancy and bookkeeping solutions for your practice.

Set up your practice

Unlock complementary software by setting up your practice with Accounting Plus and Sage Payroll.

Manage your clients

Set up client lists in our Client Management software and add subscriptions for their needs.

Essentials

For practices wanting to automate pricing, client engagement, client management, and data entry to support clients.
Free
Recommended

Standard

For practices that require increased allowances and extra subscriptions to drive practice workflow efficiency.
$90 CAD per month

Premium

For scaling practices that want to charge up profitability and growth with the best tools in the business.
$240 CAD per month

Currently using Accountants Edition? Call 1-866-665-2559 to learn about your upgrade to Sage for Accountants.

Accountants discuss AutoEntry by Sage

AutoEntry by Sage FAQs for accountants 

When you sign up to a Sage for Accountants plan, you'll get access to AutoEntry, giving you allowances which you can customize as needed. You will get up to 10 documents and 5 bank statement pages each month.

Need more? You can add extras at any time through the platform, and the cost will simply be added to your next monthly invoice. Or you can easily change your plan level within Sage for Accountants.

You can snap all kinds of documents including receipts, bills, invoices, expenses, supplier statements and bank statements.

Yes. It's simple to provide AutoEntry to clients who use Sage Accounting or Sage 50 software, and it's also easy to provide to clients using other major accounting software solutions.

Clients can also use AutoEntry without accounting software if required.

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