AutoEntry

TL;DR

Automatically extracts data from receipts, invoices, statements and other financial documents
Saves hours of manual data entry with up to 99% accuracy
Perfect for accountants, bookkeepers and SMEs
Seamlessly integrates with major accounting software

What is AutoEntry

AutoEntry is an AI-powered automated data entry software designed specifically for accountants, bookkeepers, and businesses. It uses proprietary optical character recognition (OCR) and machine learning technology to automatically extract data from financial documents including invoices, receipts, bank statements, and supplier statements. The platform eliminates manual data entry tasks by capturing, categorizing, and publishing financial data directly to your accounting software with up to 99% accuracy. As a cloud-based solution, AutoEntry offers unlimited users, unlimited storage, and seamless integration with major accounting platforms like Sage, Xero, QuickBooks, and FreeAgent.

Key Features

Smart Document Capture: Snap photos using the mobile app, upload from desktop, or email PDFs directly to your AutoEntry inbox for instant processing
AI-Powered Data Extraction: Advanced OCR technology extracts key information from invoices, receipts, and statements with up to 99% accuracy
Automatic Categorization: Learn and apply VAT codes and categories from your accounting software, with machine learning that improves over time
Statement Reconciliation: Match invoices to monthly supplier statements quickly, saving hours on construction and other supplier-heavy industries
Expense Management: Track and manage expenses including mileage, assign to users, and generate comprehensive expense reports
Seamless Publishing: One-click publishing sends extracted data directly to your accounting software with proper categorization
Mobile App: iOS and Android apps allow on-the-go document capture and submission
Unlimited Users & Storage: Add unlimited client companies, users, and store unlimited documents at no additional cost

Who is AutoEntry for?

Accounting and bookkeeping practices managing multiple client companies
Small and medium-sized businesses looking to automate manual data entry
Finance teams processing high volumes of invoices and receipts
Construction companies dealing with multiple supplier statements
Remote teams needing mobile document capture capabilities
Businesses preparing for digital tax compliance (Making Tax Digital)

Key Use Cases & Applications

Multi-client accounting practices: Manage multiple client documents with unlimited companies and users under one subscription
Receipt tracking for expense claims: Employees snap receipts on-the-go, automatically flowing to accounting software
Supplier statement reconciliation: Match hundreds of invoices to monthly statements in minutes instead of hours
Digital tax compliance: Maintain digital records for Making Tax Digital and other government requirements
Remote bookkeeping: Process client documents from anywhere using email forwarding and mobile apps
Month-end processing: Accelerate month-end close with automated bank reconciliation and VAT reporting

Pros

No contract commitment with flexible monthly rolling subscriptions
All features included in every plan - no feature restrictions based on tier
Unlimited users, client companies, and cloud storage at no extra cost
Mobile app enables real-time document capture and submission from anywhere
Multi-currency support with pricing available in 7 different currencies
Award-winning software with multiple ICB LUCA awards since 2017
Free trial includes 25 credits to test the platform

Cons

Credit-based system may require careful monitoring for high-volume users
Bank statement processing consumes 3 credits per page, which can add up quickly
Learning curve for automatic categorization - requires initial setup and training
AccountsPrep add-on limited to UK and Ireland accountants only

Pricing Info

Bronze Plan: $12/month - 50 credits, all features included as standard
Silver Plan: $23/month - 100 credits, all features included as standard
Gold Plan: $44/month - 200 credits, all features included as standard
Platinum Plan: $98/month - 500 credits, all features included as standard
Diamond Plan: $2855/month - 1500 credits, all features included as standard
Sapphire Plan: $450/month - 2500 credits, all features included as standard

Note: Pricing also available in EUR, GBP, CAD, AUD, NZD, and ZAR. Free trial includes 25 credits. No contract required, cancel anytime.

FAQs

How do credits work in AutoEntry?

Credits are the currency for processing documents. Standard invoices and receipts use 1 credit, invoices with line items and supplier statements use 2 credits, and bank/credit card statements use 3 credits per page. Credits reset monthly based on your subscription plan.

Can I change my subscription plan anytime?

Yes, AutoEntry offers complete flexibility. You can upgrade, downgrade, buy additional credits, or cancel your subscription at any time up to 24 hours before your renewal date. There are no contracts or cancellation fees.

Which accounting software does AutoEntry integrate with?

AutoEntry integrates seamlessly with Sage, Xero, QuickBooks, FreeAgent, and several other accounting platforms. The integration takes just minutes to set up and allows automatic publishing of extracted data directly to your ledger.

Is there a limit on the number of users or companies?

No, AutoEntry includes unlimited users and unlimited client companies with every subscription plan. You only pay for the credits you need to process documents, making it ideal for accounting practices of any size.

How accurate is AutoEntry's data extraction?

AutoEntry achieves up to 99% accuracy using proprietary OCR and machine learning technology. The system learns from corrections and improves accuracy over time, especially for recurring suppliers and document types.

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