Login to your AutoEntry dashboard, as you usually do, and click to view Settings. Then select to add AccountsPrep to your subscription.

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Only if they signed-up via your unique referral link. Only people or businesses that use your unique referral link are included within your Partner Programme.

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No. You can only refer people or businesses that don’t already have an AutoEntry subscription.

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Just speak to your account manager.

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Only users you refer who have purchased a subscription count when it comes to working out your Partner Programme benefits.

This changes automatically based on the number of new users you refer who subscribe. For example, if you have 3 users subscribed within your Partner Programme, then you’ll be on the Starter Partner level. If you have 45 users subscribed, you’ll receive the benefits of the Silver level.

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You can refer anybody or any business, including accounting or bookkeeping firms.

Only people who don’t already use AutoEntry can be referred to your Partner Programme. They must sign-up via your unique referral link.

Nothing! It’s free to join.

Integrating AccountsPrep is just like integrating any other accounts package for a client, such as Xero, QuickBooks or Sage. Just select the company within your AutoEntry dashboard, and then select the Integrate option in the list at the left. Then select the Connect button alongside AccountsPrep in the list.

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AccountsPrep is only for accountants and bookkeepers to use to prepare accounts for certain kinds of clients who don’t use a ledger. Businesses should use a cloud accounting package, such as Sage Accounting.

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AccountsPrep works perfectly with all AutoEntry subscription tiers, from Bronze through to Sapphire.

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AccountsPrep is only available as an add-on for an active AutoEntry subscription, and you select it as an accounting integration for client companies within AutoEntry. AutoEntry is then required in order to extract data from scanned, photographed or emailed client bank or credit card statements. 

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As many as you want! Usage of your AccountsPrep monthly subscription is unlimited.

Don’t forget that you also have unlimited client companies for no extra cost as part of your AutoEntry subscription.

Once you add AccountsPrep to your subscription, all you pay for is the data you extract within AutoEntry, and your monthly AccountsPrep subscription.

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AccountsPrep’s monthly subscription is charged outside of your AutoEntry subscription.

To keep things simple, we don’t offer a free trial of AccountsPrep.

However, AccountsPrep is a monthly subscription so if after one month it's not the right solution for you, you can cancel prior to the renewal billing date

Using credits above your monthly allowance is known as overage. As with most software providers, this usage is charged at a higher pence per credit compared to those provided in your regular monthly subscription. Good advice is to contact your account manager as soon as possible if you feel you may exceed your monthly AutoEntry credits. All users are able to upgrade (or downgrade) their monthly subscription at any time to get the best value.

Yes! AutoEntry is extremely popular with accountants and bookkeepers, and is trusted by thousands of them every day to automate data entry for the many financial and accounting documents that their clients send them!

Yes, you can access the AutoEntry dashboard using a web browser from all popular operating systems, including Microsoft Windows, macOS, and Linux.

Not at all! AutoEntry is a simple rolling monthly subscription. You can cancel this at any time, up to 24 hours before your next renewal date. If you require additional credits, perhaps for an increased workload, you can purchase these in addition to the credits provided by your monthly subscription.

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Yes! You can create multiple companies within AutoEntry, and connect each to individual accounting ledgers. All of this can be done within your subscription, with no need to take out another subscription.

Yes! AutoEntry allows you to create as many user accounts as you wish, at no extra cost.

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Sign-up for AutoEntry using the button at the top right. You’ll get a free trial and after that can continue with a monthly subscription of your choosing.

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Yes, you can sign-up for AutoEntry’s trial and get 25 free credits. That’s enough to scan 25 invoices or receipts, and give you a perfect exploration of AutoEntry’s amazing features. Just click the Try For Free button, above.

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Credits are what you buy with your AutoEntry monthly subscription. The number of credits you use depends on the docuwhatment type uploaded. For example, it’s a single credit to scan an invoice or receipt. See our pricing page for more details.  

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You can sign-up for AutoEntry and, after the free trial, continue with a monthly subscription. Or you can sign-up to a Sage for Accountants plan and get access to AutoEntry via allowances that you can customise depending on your needs.

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AutoEntry can extract data from all of the most common financial paperwork: receipts, invoices/bills, expenses, supplier statements, bank statements and more.

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Yes, you can let clients use AutoEntry via your subscription. You can also join our partner program and earn free credits by referring clients, based on their usage.

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Clients can either be added using your own account, or they can take out their own AutoEntry subscription. If they’re using your subscription, then any documents they scan and submit will use your credits. You can then charge them directly for this, or integrate the cost into your regular pricing.

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Connecting AutoEntry to any accounting software is easy. Once you’ve created the company you’ll be prompted to connect to the accounting ledger. It takes minutes and, once connected, AutoEntry will pull through useful data, such as categories/codes.

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Not at all! AutoEntry is a simple rolling monthly subscription. You can cancel this at any time, up to 24 hours before your next renewal date. If you require additional credits, perhaps for an increased workload, you can purchase these in addition to the credits provided by your monthly subscription. 

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AutoEntry works with Xero, QuickBooks, FreeAgent, Iris KashFlow, AccountsIQ, and the majority of other top accounting software, in addition to Sage’s accounting software.

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Yes, AutoEntry has a mobile app for both Apple iPhone (iOS) and Android devices. Additionally, you can access AutoEntry via the desktop.

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Yes! You can cancel your subscription at any time (up to 24hrs before your monthly renewal) in your account settings. If a subscription is cancelled, your data will remain accessible in AutoEntry for a further 13 months before being deleted (our standard 13-month roll-over period) to allow you to download or copy any data you require.

As an accountant or bookkeeper, you can join our Partner Programme and offer your clients 50% off their subscription for the first 6 months and earn revenue on their AutoEntry purchases and free credits to help you run your own business. Visit our Partner Programme page to learn more.

Unused credits roll over for 3 months (90 days).

AutoEntry accepts payment by credit/debit card only. We do not accept payments via PayPal or Direct Debit. As well as purchasing a subscription, you also have the option to purchase credits in bulk.

Yes. We offer a free trial which includes 25 free credits so you can try AutoEntry before you decide if you want to purchase a plan. Try it here.

One great way to learn about AutoEntry is to sign up for one of our webinars. This will give you a very solid overview of how AutoEntry works and you will be able to ask questions that are specific to your needs.
https://training.autoentry.com/webinars-homepage

The other way to learn more is to sign up for a free trial. It only takes a minute.

If you have any questions, you can always ask the support team on the chat or check out our Help Center, where you will find lots of help articles and videos.
‍https://help.autoentry.com/en/

AutoEntry can accurately extract data from receipts, invoices, bills, expenses, supplier statements and bank statements.

No, there is no subsequent cost. All that you pay for within AutoEntry is the extraction of information from your documents.

Yes, free trial users have access to the full feature set, as they would if they were a subscribed user.

AutoEntry offers live support via the dedicated chat system, available by clicking the blue chat bubble at the bottom of the right side of the screen. We are also available via email at [email protected]

AutoEntry provides packages to suit everyone’s needs. Head over to the pricing page to find out more.

AutoEntry provides a free trial with 25 free credits that will allow you to utilise all of the features that AutoEntry supports. See also—What is a credit?

AutoEntry connects to all leading accounting software solutions. For the full list see here.

Credits are essentially the currency you use when uploading documents to AutoEntry.

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The amount consumed depends on the document type uploaded. Invoices have the lowest charge, whereas bank statements cost more due to the higher volume of extraction required.

The credit system works as follows:

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Purchases/Sales invoices: 1 credit per invoice

Purchases/Sales invoices with line items: 2 credits per invoice

Expenses: 1 credit per invoice/receipt

Supplier statements: 2 credits per statement

Bank and credit card statements: 3 credits per page

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By default, we allow for a 200% credit overage (overdraft) on your chosen subscription for any unexpected spike in usage. These extra credits are simply added to your next bill. Otherwise, you can manually renew or change your subscription at any stage, or you can make a one-off purchase of credits in bulk without affecting your subscription.