Put manual bookkeeping on auto-pilot

The data capture app for accounting professionals that quickly rebuilds and maintains your client's books.

Conceptual illustration. Automate your data entry for validation and accuracy.

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.

Conceptual illustration - how AutoEntry helps to get realtime data

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

Conceptual illustration. How AutoEntry helps to create better processes, from paper receipt to screen.

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.

Conceptual illustration. Automate your data entry for validation and accuracy.

How it works

A conceptual illustration representing how you capture and submit documents into AutoEntry.

1. Submit

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.

A conceptual illustration representing how you categorize your documents in AutoEntry

2. Reformat

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.

A conceptual illustration representing how you publish your documents from AutoEntry into your accounting software

3. Upload

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.

Jose Zavala, ZTX Advisors
Jose Zavalas

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.

Bronze

50 credits
$12.-

Silver

100 credits
$23.-

Gold

200 credits
$44.-

Platinum

500 credits
$98.-

Credit Calculator

Invoices and receipts per month
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% of invoices requiring line items
0%
Pages of bank statements per month
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Estimated credits required
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Smart, accurate, automated.
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Smart, accurate, automated.
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