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39% of accountants aren’t using automation for data entry, but would like to

AI-powered automated data processing for accountants

Automated data capture at the click of a button makes your workflow move faster. Clients can snap photos of invoices and receipts on the go for automatic upload into Sage Accounting for accurate records and real-time data.

AutoEntry by Sage: capture, categorise, and publish documents

With automated data entry in Sage Accounting, you can save time right away. Photos of invoices, receipts, expenses, and bank statements automatically upload into Sage Accounting, giving you accurate data.

AI captures receipts and invoices

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 with AI, saving you time on manual entry.

Upload or email receipts and purchase invoices - AI will extract and pre-fill details for approval

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.

Integrating AutoEntry with Sage Accounting

Sage Accounting uses automated data entry to help you save time:

  • 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 as AutoEntry uses best-in-class encryption policies
  • Make reconciliation smoother and easier

How does AutoEntry work with Sage for Accountants?

Automated data entry is included in every Sage for Accountants plan. Get started with the allowance included in your plan, then add more as needed. 

What you get with your plan

When you sign up to Sage for Accountants, you'll get access to AutoEntry through Sage Accounting, which gives you an allowance of 25 credits to automate your documents

You can add extras at any time in product, and the cost will be added to your next monthly invoice. Or you can easily change your plan level within Sage for Accountants.

How to sign up to Sage for Accountants

Build your plan your way. It's free to sign up to Sage for Accountants but you can add-on features or self-serve client subscriptions and extra documents in-product.
Sign up and verify your practice and get complementary features free.
Customise your product by adding features and subscriptions for your practice and clients.
Add-on automated documents as and when you need them.
Only pay for what you need. This will be billed monthly.

Sage for Accountants

A customisable accounting solution for your practice and clients. Only pay for what you need, add more features in-product. Available to verified accountants and accounting service providers.

Free

We take your billing information at checkout to enable future payments for custom features.
Get Sage for Accountants

Tools for your practice:

  • Sage Accounting
  • Sage Payroll
  • Centralised client management
  • Final accounts and tax submission tools
  • Cashflow forecasting
  • Member benefits and client discounts

Add-on features: 

  • Automated pricing and proposals
  • Automated data entry
  • Client cashflow forecasting

After sign up, a member of our team will be in contact to confirm your practice details before giving you full access to your account.

Accountants discuss automated data entry by Sage

AutoEntry FAQ's

Automated data entry included with Sage for Accounting has simple pay-as-you-go pricing. AutoEntry is included with 25 credits when you sign up to Sage for Accountants but you can add more as needed from within the product.

1 credit: Invoices (purchases or sales), bills and receipts.

2 credits: Invoices (purchases or sales), bills and receipts with line items extracted and supplier/vendor statements.

3 credits: Bank and credit card statements, per page.

Take a look at the pricing for credits to get started.

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

Yes. Automated data entry is simple to provide clients with Sage Accounting, or Sage 50 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.

Member Masterclass

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

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A trusted space where Sage users connect, collaborate, and grow. Share your insights, find solutions, stay up to date, and get the most out of Sage.  

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Learning

Get the most from your software with help from our product experts.

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Take courses, earn certifications and stand out from the crowd.

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

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Want to build the right plan for you?

Talk to one of our experts to get 1-2-1 advice on boosting efficiency with features and support for accountants. We can help answer your questions, so you can get started with your plan.