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.
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.
What else can AutoEntry help with?
AutoEntry employs best practice data security policies including 256-bit encryption across the platform.
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.
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?
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.
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.
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.