Bank Statement Extraction Software for Accountants and Bookkeepers
Upload. Extract. Download.
Bank statements without the manual work
Bank statements are essential to the bookkeeping process, but working through them line by line is one of the most time-consuming tasks in the job.
Whether you're processing a single statement or hundreds across multiple clients, every transaction has to be captured accurately before reconciliation can begin. That means reading figures from PDFs, typing them in, checking the totals and hoping nothing was missed.
AutoEntry uses optical character recognition and artificial intelligence to extract bank statement data automatically. Upload a statement, review the extracted data and download it ready for your accounting software.
Spend less time entering transactions and more time reviewing the numbers.
A faster way to process bank statements
AutoEntry simplifies the process by extracting transaction data automatically and preparing it for download in a format that's ready for your accounting software.
- Upload statements in multiple formats
- Extract transaction data automatically
- Capture every transaction line
- Export data in Excel or CSV
- Reduce manual data entry
From upload to export, AutoEntry helps streamline the bank statement workflow.
3 credits per page. No hidden extras
No per-user fees. No feature tiers. No locked functionality.
- Rolling monthly subscription
- Cancel any time (up to 24 hours before renewal)
- Unlimited users
- Unlimited client companies
- Unlimited cloud storage
- All features included on every plan
For accountants and bookkeepers, a per-client billing model ensures you only pay for what you process.
Key Features
Upload bank statements your way
AutoEntry supports a range of bank statement formats, including scanned paper statements, credit and debit card statements, PDF files and ePDFs downloaded from online banking accounts.
Simply upload your file to the Bank Statements folder and AutoEntry begins processing it automatically. Statements from different banks can be uploaded without creating templates or reformatting documents beforehand.
There is no complex setup and no manual formatting required.
What AutoEntry extracts from every statement
Once uploaded, AutoEntry extracts key information from each bank statement, including:
- Account Number
- Date
- Description
- Debit
- Credit
- Balance
- Cheque number (where applicable)
Line-item extraction captures individual transaction lines rather than only summary totals.
For statements containing multiple accounts, extracted transactions are grouped by account number within each project to help keep records organised.
Organise statements with projects
Projects provide a simple way to organise bank statements throughout the year.
Create a project for a client, financial year or reporting period, then upload statements as they arrive. When it's time to export the data, everything is already stored in one place.
Statements within the same project are automatically grouped by account number, reducing the need to manually combine and organise data before export.
Fast-code transactions before you export
When preparing year-end accounts or working through historical statements, Fast-code makes it easier to categorise transactions before export.
Assign nominal accounts and payees to individual transactions or use bulk actions to update multiple lines at once. Once approved, download the coded file ready for import into your accounting software.
Download in the format you need
Once extraction is complete, download your bank statement data as an Excel or CSV file, ready for import into your accounting software.
AutoEntry provides dedicated export formats for:
- Xero
- Sage 50 (UK & Ireland, US and Canada)
- Sage Accounting (SBCA)
- QuickBooks Online
- Most other accounting packages via CSV import
You can also choose a specific date range when exporting, making it easy to download only the transactions you need rather than an entire project.
Built for accountants and bookkeeping firms
AutoEntry is designed for financial professionals, bookkeeping firms, and financial institutions managing multiple clients and high volumes of documents.
- Unlimited users on every plan
- Unlimited client companies
- Shared access for teams
- Centralised document management
- Scalable processing for growing practices
Whether you're a sole practitioner or a large accounting firm, AutoEntry helps streamline bank statement processing across your entire client base without additional licences or per-user costs.
A secure digital record of every statement
AutoEntry stores processed statements alongside the extracted transaction data, making it easy to access records when you need them.
Search previous statements, download records and maintain an organised audit trail from a single location.
If a statement is rejected during processing, the credits used for that statement are automatically refunded to your account.
Upload bank statements your way
AutoEntry supports a range of bank statement formats, including scanned paper statements, credit and debit card statements, PDF files and ePDFs downloaded from online banking accounts.
Simply upload your file to the Bank Statements folder and AutoEntry begins processing it automatically. Statements from different banks can be uploaded without creating templates or reformatting documents beforehand.
There is no complex setup and no manual formatting required.
What AutoEntry extracts from every statement
Once uploaded, AutoEntry extracts key information from each bank statement, including:
- Account Number
- Date
- Description
- Debit
- Credit
- Balance
- Cheque number (where applicable)
Line-item extraction captures individual transaction lines rather than only summary totals.
For statements containing multiple accounts, extracted transactions are grouped by account number within each project to help keep records organised.
Organise statements with projects
Projects provide a simple way to organise bank statements throughout the year.
Create a project for a client, financial year or reporting period, then upload statements as they arrive. When it's time to export the data, everything is already stored in one place.
Statements within the same project are automatically grouped by account number, reducing the need to manually combine and organise data before export.
Fast-code transactions before you export
When preparing year-end accounts or working through historical statements, Fast-code makes it easier to categorise transactions before export.
Assign nominal accounts and payees to individual transactions or use bulk actions to update multiple lines at once. Once approved, download the coded file ready for import into your accounting software.
Download in the format you need
Once extraction is complete, download your bank statement data as an Excel or CSV file, ready for import into your accounting software.
AutoEntry provides dedicated export formats for:
- Xero
- Sage 50 (UK & Ireland, US and Canada)
- Sage Accounting (SBCA)
- QuickBooks Online
- Most other accounting packages via CSV import
You can also choose a specific date range when exporting, making it easy to download only the transactions you need rather than an entire project.
Built for accountants and bookkeeping firms
AutoEntry is designed for financial professionals, bookkeeping firms, and financial institutions managing multiple clients and high volumes of documents.
- Unlimited users on every plan
- Unlimited client companies
- Shared access for teams
- Centralised document management
- Scalable processing for growing practices
Whether you're a sole practitioner or a large accounting firm, AutoEntry helps streamline bank statement processing across your entire client base without additional licences or per-user costs.
A secure digital record of every statement
AutoEntry stores processed statements alongside the extracted transaction data, making it easy to access records when you need them.
Search previous statements, download records and maintain an organised audit trail from a single location.
If a statement is rejected during processing, the credits used for that statement are automatically refunded to your account.
Part of a complete bookkeeping automation workflow
Alongside bank statement processing, AutoEntry supports receipt capture, invoice processing and supplier statement reconciliation. This allows firms to manage multiple document types within the same platform rather than switching between separate tools.
With documents stored and processed in one place, it's easier to keep workflows consistent across clients.
By Sage. Trusted by accountants and businesses worldwide.
Instead of spending hours entering transactions from bank statements, teams can focus on the work that creates the most value for their clients. Machine learning supports adaptable extraction across varying statement layouts while reducing human error and manual intervention.
Frequently Asked Questions
AutoEntry extracts account number, date, description, debit, credit, balance and cheque number (where applicable) from each uploaded statement.
You can upload scanned copies of paper bank statements, including credit and debit card statements, as well as ePDF files downloaded from online banking accounts.
Bank statements are charged at three credits per page, reflecting the higher level of extraction required. This applies to every page uploaded, including pages without transaction data. To optimise credit usage, remove blank or summary-only pages before uploading.
Once extraction is complete, download your statement data as an Excel or CSV file and import it into your accounting software. AutoEntry provides specific export formats for Xero, Sage 50, Sage Accounting and QuickBooks Online. For other packages, a standard CSV import works in most cases.
Yes. AutoEntry's fast-code feature lets you assign nominal accounts and payees to transactions within the Bank Statements folder before you export. This is particularly useful for year-end accounts preparation and catch-up jobs.
AutoEntry integrates with Sage, Xero, QuickBooks, FreeAgent, KashFlow, Reckon and other accounting platforms. Bank statement data can be exported in the correct format for each platform or downloaded as a standard CSV file. Integrated exports help save time across connected systems.
Yes. Every AutoEntry plan includes unlimited users and unlimited client companies, making it well suited for firms managing multiple client accounts and high document volumes. In larger financial operations, advanced extraction tools can also support fraud detection by flagging unusual transactions, inconsistencies, or altered values across large client volumes.