AutoEntry
AutoEntry pulls data from receipts, invoices, and statements and posts it straight into your accounting software.
Independent overview by new Mantra · updated July 22, 2026
- Category
- Finance
- Pricing
- From $13/mo for 50 credits; $24/mo for 100 credits; up to $469/mo for 2,500 credits; custom above
- Implementation
- Under 1 week
- Adoption risk
- Low
- Integrates with
- Sage, QuickBooks, Xero, FreeAgent, Clear Books, Dropbox
What AutoEntry does
AutoEntry uses optical character recognition (OCR) and machine learning to read financial documents — receipts, bills, bank statements — and extract the line-item detail from them. Instead of typing figures into your ledger by hand, you upload a document (or snap a photo on the mobile app), and AutoEntry pushes the data directly into your accounting software.
The solution is owned by Sage and connects with a range of accounting platforms including Xero, QuickBooks, FreeAgent, and Clear Books, as well as Sage itself. It handles VAT codes and categories from your accounting software, and learns your preferences over time so that categorisation can be automated on repeat documents.
Beyond basic data capture, AutoEntry includes expense and mileage management, supplier statement reconciliation, and VAT period grouping. Accountants and bookkeeping practices can use it across an unlimited number of client companies and users within a single subscription.
Key capabilities
Document capture via OCR
AutoEntry reads receipts, invoices, and statements using OCR and machine learning, extracting line-item data at up to 99% accuracy according to the vendor.
Direct posting to ledger
Extracted data is pushed straight into your connected accounting software — Sage, Xero, QuickBooks, FreeAgent, or Clear Books — without manual re-entry.
Mobile capture on the go
A mobile app lets you or your clients photograph paperwork and send it into AutoEntry immediately, removing the need to batch documents at a desk.
Supplier statement reconciliation
AutoEntry can match invoices against monthly supplier statements, which the vendor notes is particularly useful in sectors like construction.
VAT period management
Invoices can be grouped by VAT period and exported as a report, and the solution is positioned as compatible with digital tax programmes such as the UK's Making Tax Digital.
Expense and mileage tracking
Uploaded expenses can be managed and assigned to individual users within the platform.
Best for
- Small and medium-sized businesses that process a steady volume of receipts, invoices, or supplier statements and want to reduce manual data entry
- Accounting and bookkeeping practices managing multiple clients, since unlimited client companies and users are included at no extra cost
- Teams already using Xero, Sage, QuickBooks, FreeAgent, or Clear Books who want document capture that posts directly into their existing ledger
- Businesses with a need for MTD (Making Tax Digital) readiness, given AutoEntry's compatibility with HMRC-recognised platforms
- Operations where staff or clients are often away from a desk and need to capture paperwork on a phone
Worth knowing
- Pricing is credit-based — each document processed uses credits — so high document volumes will push costs up. Plans start at 50 credits/month and scale to 1,500+; it is worth estimating your monthly document count before choosing a tier.
- The solution is owned by Sage, which means product direction and long-term roadmap decisions sit with a single vendor. This is worth noting if vendor independence is a priority for your stack.
- AutoEntry integrates with a specific list of accounting platforms. If your ledger is not Sage, Xero, QuickBooks, FreeAgent, or Clear Books, check compatibility before committing.
- The AccountsPrep add-on — for preparing accounts with no ledger — is available only to accountants and bookkeepers in the UK and Ireland, so it is not relevant for businesses outside those markets.
- If your document volumes are very low or highly irregular, a credit-based subscription may not be the most cost-effective model; it is worth comparing against manual entry time or simpler receipt-scanning solutions.
Related solutions
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