search icon

Using automation webinars

Now the fun begins! What happens after you've chosen your software?

How do Apps get used in practice and integrated into your workflow? Our speakers will talk you through the best practices they've uncovered and the workflow process they use to ensure they get the most out of their day and AutoEntry. They’ll also show you an expert AutoEntry demo, and how it works in practice with Sage Accounting and Sage 50.

Presenters: Tom Port, VP Sales, AutoEntry | Sara Gibb, Owner, Flowworks Bookkeeping & Consulting

The power of data capture solutions—Why they are a must in your practice!

So now you want to automate, eh? What can Receipt Bank or AutoEntry do for your Practice? In this webcast, you will learn how they work with your Sage products and what are the differences between two.

Presenter: Bianca Mueller, CPB, Books by Bianca

Re-envision your workflow with AutoEntry and Sage

From data entry to reconciliation, automate manual processes in Sage 50 and Sage Accounting with AutoEntry. Learn how to easily eliminate the data entry of expenses, invoices, or bank statements no matter what Sage solution you are using to service your clients.

Presenters: Tom Port, VP Sales, AutoEntry and Jaime Rein, CPB, Product Marketing Manager, Sage

Fireside chat: Perform at your best with automation

From data entry to reconciliation, hear how your peers have automated or are in the process of automating manual processes in their practice. Learn about their decision making process and how they navigated the challenges that came with change.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Say good-bye to data entry errors and hello to accuracy

We have all made data entry mistakes, but we don’t have to anymore! This webcast will show you easy tips and tricks on how you can avoid mistakes using automation.

Presenter: Bianca Mueller, CPB, Books by Bianca

Your new paperless workflow with Sage and TaxCycle

Tired of dealing with boxes and boxes of paper? From shoeboxes to taxes filed join us as we show you how to eliminate paper from your full-year workflow with AutoEntry, Sage Accounting, and TaxCycle.

Presenters: Anastasiia Moroz, Customer Success Manager, Sage | Elizabeth Kohl, Communications Director, TaxCycle

Working faster & smarter—AutoEntry for Accountants & Bookkeepers

Still spending hours each week doing manual data entry? Just imagine all the other different tasks you and your clients can cross off your daily checklists with the time saved. In this session, we will show you how to work faster and smarter with AutoEntry, a cloud-based solution that’ll automatically capture data from bank statements, bills, invoices, expenses, and receipts and feed seamlessly into your favourite Sage accounting solutions.

Presenter: Marija Temelkovski, Customer Success Manager

Intégratech: Automating your accounting workflow, our daily reality

Automation seems complicated. How does it work? Where should I start? We all use a number of different apps to help us with our day-to-day tasks. But how can we take that information and synchronize it with our accounting software? For example, how can the information in my Outlook calendar, CRM, or Excel spreadsheet get imported directly as an invoice into Sage 50 accounting or Sage Accounting? This session will cover how to build an accounting automation ecosystem. We’ll show you how we at Intégratech automate our workflow and how you and your clients can benefit from automation.

Presenter: Sylvain Lenancker, General Manager, Intégratech

Innovation for today and tomorrow

Sage's Practice of Now Report includes the findings of independent research commissioned by Sage, surveying thousands of accountants and bookkeepers from across the globe. The findings reveal what the working landscape for accountants and bookkeepers looks like today as well as the future, offering real-world perspectives on how today’s accounting professionals can continue to thrive. This must-attend webinar will go over the key findings of the report, covering both global and local insights and trends on the industry, and highlight how the future of Sage products can help you face these head on.

Presenter: Rachel Fisch, Product Evangelist | Jaime Rein, Product Manager, Sage

Choosing the right software for you—how to cut through the noise and build out a tech stack that is right for your firm

Are you looking to take the next steps in automation but have been overwhelmed by the sheer choice of what is on offer? This session will help you develop a process that will help you and avoid the common pitfalls that we've seen accountants and bookkeepers fall into. We'll also show you how to make better educated choices in choosing the right software for your firm. 

Presenter: Tom Port, VP Sales, AutoEntry

Solutions for your practice


Unlock significant time savings and eliminate manual data entry from your practice with AutoEntry, a data capture solution that allows you and your clients to email, snap or scan bank statements, bills, invoices, expenses, and receipts. AutoEntry then extracts, processes, and publishes the verified data directly into your accounting software.

Sage Accounting - Accountant Edition

Simple-yet-powerful accounting solution—all in the cloud. Get started with the Accountant Edition account today to onboard and manage all your Sage Accounting clients in one place, with customised access rights, automated workflows, and one-click access to a real-time view of your client’s business.