Benefits for Accountants & Bookkeepers
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, increase revenue and grow your practice.
Drag and drop a bank statement via AutoEntry.com.
If your client provided a physical copy, simply scan the paper statement (use Grayscale), save the digital file and upload it to AutoEntry.
AutoEntry extracts and verifies the transaction data from the bank statement upload.
Once the processing is complete, go to the Inbox, select the bank statement and click Download. Then, simply select your client’s accounting platform from the dropdown list. AutoEntry will automatically create a .csv file that’s compatible with their software.
Save the new file, log into your client’s accounting software and upload it directly into their company.
No typing, manual entry, or hours wasted copying transactions. With AutoEntry, you can import your client’s historical transactions and quickly rebuild their books.
With AutoEntry we were able to reduce account clean-up work from a week to about 8 hours. So those other days that I had, I was able to sell more, do more tax returns, revenue went up. It was tremendous.
Connecting to your accounting software is easy with AutoEntry
AutoEntry works in harmony with QuickBooks software, so you don’t have to worry about compatibility.
AutoEntry was created to integrate easily and seamlessly with Xero.
Integrating AutoEntry with Sage is a smooth, simple, user-friendly process.
Pricing for Accountants & Bookkeepers
AutoEntry has a credit-based pricing system so you only pay for what you need. All monthly plans include full feature access. 500+ credit plans available within product.