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Save time this tax season with AutoEntry

Stop manually entering your clients' receipts and bank statements. Automate data entry across your practice and save time. 

How AutoEntry works


Upload a bank statement to AutoEntry

Drag and drop digital bank statements into AutoEntry. Scan paper statements first if your client provided you physical copies.

Reformat the file

AutoEntry extracts and verifies the data from your upload. Simply select Sage Accounting (or another platform) to download a compatible .csv file.

Upload to your client’s accounting software

Upload the new file to your client’s company in Sage Accounting (or other accounting software).

Easily update your clients' books

With AutoEntry, you can automatically upload historical bank statements into your client’s accounting software. Avoid piles of paperwork, quickly rebuild client’s books and service them in a fraction of the time.

Save hours entering transactions 

AutoEntry automates data entry. Rather than typing out your clients' transactions, you can simply upload a bank statement, capture the data, and upload a reformatted file into their accounting software.

Illustration of the AutoEntry mobile app

Eliminate manual errors

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

Serve more clients, faster

With automation on your side, you can spend less time on manual bookkeeping and more time on billable, high-value services. Less time per client means you can take on new customers and grow your practice.

Illustration of a data chart on a computer screen

What else can AutoEntry help with?

Data security

AutoEntry employs best practice data security policies including 256-bit encryption across the platform.

Document storage

Once AutoEntry has posted your data, it creates digital records so users no longer need to hang on to large quantities of paper documents, with client data stored securely in the cloud.
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Audit trail

Quickly find previous receipts and statements that have been posted to AutoEntry, including the transaction amounts, line items, and images of the extracted document.

Want to see how AutoEntry eliminates manual data entry?


See what AutoEntry can do for your business


I'm interested in AutoEntry and Sage

  • Book a demo to see how AutoEntry will help your practice and your clients.
  • Receive a free trial prior to purchase.
  • Integrates with Sage 50 and Sage Accounting.
  • Get 100% off your first month when you bundle with Sage Accounting—Accountant Edition.1

I'm interested in AutoEntry

  • Book a demo to see how AutoEntry will help your practice and your clients.
  • Receive a free trial prior to purchase.
  • Integrates with Quickbooks, Xero, and other accounting software.

Already a Sage Accounting - Accountant Edition user? Get AutoEntry free for 1 month.1

Tried and trusted

3,000+ accountants

150,000 businesses

Accountants and Bookkeepers love AutoEntry

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

At the beginning with just me using and learning AutoEntry, I could already see the time-savings but when I start to add my employees in the picture that time-saving grows exponentially. AutoEntry is an amazing product, with incredible customer service.

Danielle Gadoury
D&D Professional Service

Inefficiency is huge in our industry. We’re all used to dealing with boxes and boxes of paper. We wanted a solution that was going to deal with that so we can grow.

Colleen Hoggarth
Freedom Accounting Inc.

Get started with AutoEntry and Sage

  1. Offer valid for new customers only of AutoEntry. Discounted subscription rate is for the first month, after which the monthly subscription rate will renew at the then-current rate. A valid credit card is required to activate your AutoEntry subscription. A paid AutoEntry subscription is required for continued use of your AutoEntry online account. To ensure continuous service your subscription plan is an automatically renewing plan. Subsequent months will automatically be billed to the same credit card each month on your anniversary date of purchase. You may terminate the plan at any time prior to your renewal date and not be charged for the renewal.