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AutoEntry

Automated data processing for accountants with Sage Ai

Ready for AI-powered automated data capture at the click of a button ? Clients snap photos of invoices and receipts, which automatically upload into Sage Accounting, giving you accurate, real-time data.

AutoEntry by Sage : Capture, categorise, and publish documents

With a simple integration between Sage Accounting and AutoEntry by Sage, 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 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 analyse and process invoices and receipts like accounts, nominal, and tax codes
  • Uses what it learns to capture, categorise, and publish verified data to Sage Accounting 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 Sage Accounting and AutoEntry by Sage

Sage Accounting and AutoEntry by Sage integrate to:

  • Minimise 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 part of Sage for Accountants, providing you with essential features each month free of charge with your plan.

What you get with your plan

Capture up to 10 documents and 5 bank statement pages each month as part of your Sage for Accountants plan.

Need more ? You can add extras at any time through the platform, and we'll simply add the costs to your next monthly invoice.

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Get started with Sage for Accountants

Sign up

Sign up to Sage for Accountants and start to manage your clients at no cost.

Add tools

After you sign up, add accounting, payroll and additional tools. Only pay for what you add.

Unlock discounts

Grow your discounts with Sage Points. The more you buy for clients, the bigger the discounts.
Currently using Partner edition? Learn about your upgrade to Sage for Accountants.

Accountants discuss AutoEntry by Sage

AutoEntry by Sage FAQs for accountants 

A Sage for Accountants subscription provides you with one client license which allows one of your clients to upload 10 documents and 5 bank statements as part of your plan.

Need more ? You can add extras at any time through your software, and we'll simply add the costs to your next monthly allowance.

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

Yes. AutoEntry is simple to provide clients with Sage Accounting, or Sage50 software, and it's also easy to provide to clients using other major accounting software solutions.

Client can also use AutoEntry without accounting software if required.

Get more than just great software

Award-winning support

Experts on hand helping you get the most out of your software so you can be more productive.

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Dip into talks and articles from the world's leading experts to help with business challenges, like dealing with change.

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Hear from industry experts and connect with businesses like yours to gain useful advice and insights.

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Accountancy practice software resources

Get added support on managing your practice with webinars, training, and events by Sage.

Training

Build your success with the very best training. Learn skills and build confidence with training designed to help accountants and their practices thrive.

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Tune in to our webinars to hear the latest developments, software and service updates, and more direct from Sage experts with our live and on-demand webinar programme.

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Sage Advice for accountants and bookkeepers

Explore our blogs and articles for expert advice on accounting and bookkeeping.
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