AutoEntry — Independent Software Review

Automate Data Entry to your Accounting Software

Compliance Transparency Index

Grade: B — Score: 83/100

Best For

Not Ideal For

Operational Overview

AutoEntry leverages advanced optical character recognition and machine learning to automate the extraction of data from receipts, invoices, and financial documents, achieving up to 99% accuracy.

The platform simplifies workflows by allowing users to capture documents via a mobile app or desktop upload, categorize them with VAT codes, and publish data directly to accounting software, streamlining the accounting process.

By reducing manual data entry, AutoEntry minimizes the risk of human error and enhances efficiency, making it an ideal solution for businesses transitioning to digital tax systems.

Pricing Structure

Bronze: £14/month (excl. VAT)

Silver: £25/month (excl. VAT)

Gold: £47/month (excl. VAT)

Platinum: £108/month (excl. VAT)

Diamond: £300/month (excl. VAT)

Sapphire: £469/month (excl. VAT)

Alternative Consideration

Consider switching to Receipt Bank: Similar functionality in automated expense management.

Frequently Asked Questions

How does AutoEntry compare to Dext Prepare for accountants?

AutoEntry and Dext both use OCR to extract data from invoices and receipts, but they differ in pricing model and feature scope. AutoEntry charges per document using a credit system (starting at £14/month for 50 credits), while Dext prices per client for practice plans (starting at $239/month for 10 clients). On AccountingWEB, practitioners note that AutoEntry is significantly cheaper for low-volume clients (e.g., a contractor with 10 invoices/month costs roughly £1.50 on AutoEntry vs £20+ on Dext). Dext offers broader expense management features including mileage tracking, WhatsApp submission, and bank feeds. AutoEntry is generally rated higher for line item extraction accuracy. Both integrate with Sage, Xero, and QuickBooks.

How does AutoEntry's credit system work and what does each document cost?

AutoEntry uses credits as its processing currency. A single invoice, bill, or receipt costs 1 credit. An invoice with line item extraction costs 2 credits. Supplier statements cost 2 credits each. Bank statement pages cost 3 credits per page, including blank pages, summaries, and notes sections. Unused credits roll over for up to 90 days. If you exceed your monthly allowance, overage applies at up to 200% of your credit limit, billed with a 10% surcharge on the next invoice. You can also purchase credits in bulk outside your subscription.

How accurate is AutoEntry for processing invoices with line items?

AutoEntry claims up to 99% accuracy and uses arithmetic validation rules to verify extracted totals before allowing you to publish. In practice, user reviews on Capterra and G2 are mixed on line item extraction. One Capterra reviewer reported that roughly two-thirds of invoices with line items had some level of inaccuracy. Other users describe the accuracy as strong for standard invoice formats. AutoEntry's machine learning improves with repeated use, learning your supplier accounts, nominal codes, and VAT treatments. Poorly scanned, damaged, or handwritten documents produce worse results. AutoEntry rejects documents in Arabic and Chinese/Japanese fonts entirely.

How long does AutoEntry take to process documents?

AutoEntry processes 80% of invoices, receipts, and supplier statements within 10 to 120 minutes. Bank statements take longer, with 80% completing within 30 to 240 minutes. Electronic PDFs (ePDFs) downloaded directly from online banking process up to 10 times faster than scanned paper statements because AutoEntry can extract data directly without OCR. Large batch uploads and Excel/Word files can take up to 24 hours. Processing times increase during peak periods and with poor scan quality or large file sizes.

Does AutoEntry integrate with Xero and QuickBooks or only with Sage?

AutoEntry integrates with 12 accounting platforms, not just Sage. The full list includes Sage (multiple versions including Sage 50, Sage Accounting, and Sage for Accountants), Xero, QuickBooks (Online and Desktop via a sync app), FreeAgent, KashFlow, SortMyBooks, ClearBooks, AccountsIQ, MYOB AccountRight, Reckon One, FuseMetrix, and Exact. While Sage owns AutoEntry, the product was designed for multi-platform use. AutoEntry pulls your chart of accounts and tax codes directly from the connected software.

Is AutoEntry included free with a Sage subscription?

No. AutoEntry requires a separate paid subscription starting at £14/month for the Bronze plan (50 credits). Sage acquired AutoEntry in 2019, and the two products integrate closely, but they are billed independently. The one exception is Sage for Accountants in the UK, where new Client Management accounts include AutoEntry as part of their subscription. For Sage 50 bundle users, credits may be included but expire monthly rather than rolling over for 90 days. Check with Sage support for bundle-specific credit allowances.

What happens when AutoEntry credits run out or expire?

Credits expire after 90 days, even if your subscription is paused (a policy change introduced in July 2025). If you use more credits than your monthly plan allows, AutoEntry applies overage at up to 200% of your limit and adds a 10% surcharge to your next bill. You cannot upload new documents when your balance hits zero unless you upgrade your plan or purchase bulk credits. Users on AccountingWEB note that bank statement processing can consume credits quickly because AutoEntry charges 3 credits per page, including non-transactional pages like summaries. Removing unnecessary pages from PDFs before uploading can reduce costs.

Does AutoEntry use uploaded documents to train its AI models?

Yes. Sage's terms of service (section 5.2) grant a worldwide, perpetual, irrevocable license to use Customer Data for research, development, and new functionality, including artificial intelligence. There is no opt-out mechanism. This applies to all documents uploaded to AutoEntry. The terms state that Sage can host, process, copy, analyse, sublicense, and create derivative works from your data. For firms handling sensitive client financial data, this is worth reviewing with your compliance team before onboarding. The full terms are at autoentry.com under Sage Cloud Services Terms of Service.

AI Visibility Report

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