# AutoEntry – llms.txt Site: https://www.autoentry.com/ > AutoEntry is an intelligent platform designed for accountants and bookkeepers, automating data entry by converting receipts, invoices, and bank statements into digitized formats, streamlining workflows and saving time. ## Core - [Homepage](https://www.autoentry.com/): Overview of the site's services and main functionalities. - [Features](https://www.autoentry.com/features): Details of the key features and functionalities of the platform or product. - [Pricing](https://www.autoentry.com/pricing): Pricing structure and plans, including any important details about credits, subscriptions, or tiers. - [Book a demo](https://www.autoentry.com/demo): Book a demo to see how the platform works. - [AccountsPrep](https://www.autoentry.com/accountsprep): Information about the AccountsPrep feature. --- ## Learn - [Blog Hub](https://www.autoentry.com/news-insights/): The News & Insights section features articles, product updates, and industry news, offering valuable information to help businesses stay informed and improve their practices. - [Guides Hub](https://www.autoentry.com/guides): This page promotes AutoEntry, an AI-powered platform designed to automate data entry and help businesses, particularly those with clients who don’t use accounting software, transition to digital accounting solutions through free guides and resources. - [Webinars](https://www.autoentry.com/webinars): AutoEntry offers a variety of webinars and resources focused on accounting automation, MTD for Income Tax, and utilizing AI to streamline workflows for bookkeepers and accountants. ### Blog Articles - [MTD for Income Tax Self Assessment: What are the thresholds](https://www.autoentry.com/news-insights/mtd-for-income-tax-self-assessment-what-are-the-thresholds): The article explains the Making Tax Digital for Income Tax rules, including the thresholds of £50,000 (starting April 2026) and £30,000 (starting April 2027) for self-employment and rental income, outlining how the scheme applies, how it’s calculated, and key considerations for businesses and individuals transitioning to digital tax reporting. - [How accountants can help struggling clients](https://www.autoentry.com/news-insights/how-accountants-can-help-struggling-clients): This article outlines how accountants can support struggling clients through various means, including providing guidance on government resources, assisting with paperwork and loan applications, offering technical support, and providing strategic, long-term business advice, while also highlighting AutoEntry’s data entry automation solutions. - [Resources for US businesses](https://www.autoentry.com/news-insights/resources-for-us-businesses): This page provides a guide to US government resources for small businesses, including information on loans, coronavirus legislation like the Paycheck Protection Program, government contracts, and helpful organizations like the Office of Women’s Business Ownership, offering tools and insights to aid in business planning and automation. - [Recruiting tomorrow’s accountants: The move to wellbeing 2.0](https://www.autoentry.com/news-insights/recruiting-tomorrows-accountants-the-move-to-wellbeing-2-0): The article argues that modern accounting firms need to prioritize employee wellbeing – encompassing social connection, stimulating environments, and flexible work – to attract and retain top talent, shifting away from traditional, productivity-focused approaches and highlighting the benefits of data entry automation like AutoEntry. - [MTD for ITSA - a new blog series for accountants and bookkeepers](https://www.autoentry.com/news-insights/mtd-for-itsa-a-new-blog-series-for-accountants-and-bookkeepers): This introductory blog post announces a new series aimed at helping accountants and bookkeepers understand and prepare for the upcoming Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) changes, offering practical advice and insights to ensure compliance and a smooth transition. - [The ultimate guide to making tax digital for income tax self assessment](https://www.autoentry.com/news-insights/the-ultimate-guide-to-making-tax-digital-for-income-tax-self-assessment): This ultimate guide is a comprehensive resource for UK businesses, accountants, and bookkeepers on the Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) scheme, explaining the rules, outlining how to prepare for the changes, and detailing how software like AutoEntry can streamline digital tax compliance. - [How to get started with MTD for ITSA](https://www.autoentry.com/news-insights/how-to-get-started-with-mtd-for-itsa): This article provides a step-by-step guide for accountants and bookkeepers on how to begin preparing for Making Tax Digital for Income Tax Self Assessment (MTD for ITSA), covering key actions like client communication, software adoption, and workflow changes to ensure a smooth transition. - [Why your practice needs a flexible working policy](https://www.autoentry.com/news-insights/why-your-practice-needs-a-flexible-working-policy): This article explains why accounting firms should implement flexible working policies, highlighting benefits like improved employee retention, increased productivity, better work-life balance, and the ability to attract top talent in a competitive market. - [5 self assessment tax return gotchas to watch out for](https://www.autoentry.com/news-insights/5-self-assessment-tax-return-gotchas-to-watch-out-for): This article warns about five common pitfalls that individuals and small businesses should be aware of when completing their self-assessment tax returns, offering advice on avoiding issues related to deadlines, records, expenses, and penalties. - [How to calculate VAT](https://www.autoentry.com/news-insights/how-to-calculate-vat): This guide explains how to calculate VAT (Value Added Tax) in the UK, detailing the different rates, the process for VAT-registered businesses, and how digital tools can help with compliance and make the calculation and submission process more efficient. - [What is a proforma invoice?](https://www.autoentry.com/news-insights/what-is-a-proforma-invoice-accounting-glossary): This article explains that a proforma invoice is a preliminary, non-binding invoice sent before goods or services are delivered, outlining goods or services and costs, and can be easily converted into a formal invoice for accounting purposes. - [Why and how you should be automating bank statements](https://www.autoentry.com/news-insights/why-and-how-you-should-be-automating-bank-statements): AutoEntry is a platform that simplifies accounting by automating bank statement processing, offering benefits like improved tax compliance, time savings, data consolidation, and easier borrowing, alongside a free guide to help users get started. - [How to sell automation to clients (Intro to Automation – Part 5)](https://www.autoentry.com/news-insights/how-to-sell-automation-to-clients-an-intro-to-automation-part-5): This article explores how accountants can successfully encourage clients to automate their accounting processes, highlighting the benefits of automation for both parties and offering strategies like showcasing value, providing ongoing support, and leveraging marketing opportunities to drive adoption. - [How OCR tech can drive value for accountants and bookkeepers](https://www.autoentry.com/news-insights/how-ocr-tech-can-drive-value-for-accountants-and-bookkeepers): This article explains how Optical Character Recognition (OCR) technology, used by platforms like AutoEntry, can bring significant value to accountants and bookkeepers by automating tasks, improving data accuracy, and providing a scalable solution for managing documents and data entry. - [AutoEntry by Sage: New name, same great product](https://www.autoentry.com/news-insights/autoentry-by-sage-new-name-same-great-product): This announcement discusses the rebranding of the product from AutoEntry to Sage, reassuring users that the key features—such as data entry automation, seamless bank and accounting software integration, and a focus on security—will remain unchanged under the new name. - [Training your employees: A beginner’s guide](https://www.autoentry.com/news-insights/training-your-employees-a-beginners-guide): This article provides a comprehensive guide for small businesses on how to create a structured employee training plan, including tips on defining goals, identifying effective teaching methods, leveraging automation for better efficiency, and ensuring a smooth and productive onboarding process. - [MTD ITSA: A timeline of key events you need to know](https://www.autoentry.com/news-insights/mtd-itsa-a-timeline-of-key-events-you-need-to-know): This page provides a timeline of important dates and key events related to Making Tax Digital for Income Tax Self Assessment (MTD ITSA) in the UK, helping accountants and businesses prepare for upcoming changes and ensuring compliance with the new digital tax reporting regulations. - [Making Tax Digital: The basics for accountants](https://www.autoentry.com/news-insights/making-tax-digital-the-basics-for-accountants): This article gives accountants a foundational understanding of Making Tax Digital (MTD), detailing its purpose, outlining its key phases, and explaining how software like AutoEntry helps firms and their clients comply with new digital record-keeping and tax submission requirements. - [3 ways a finance team can benefit from automation](https://www.autoentry.com/news-insights/3-ways-a-finance-team-can-benefit-from-automation): This article outlines three key benefits of automation for finance teams: improving efficiency by reducing manual data entry and errors, enhancing security and compliance, and providing access to real-time data for better business insights and strategic decision-making. - [What is a CIS Return and how to fill one in](https://www.autoentry.com/news-insights/what-is-a-cis-return-and-how-to-fill-one-in): This article explains what a Construction Industry Scheme (CIS) Return is and provides a step-by-step guide on how to complete it, detailing the necessary information, common challenges, and how platforms like AutoEntry can streamline the process for businesses in the construction sector. - [How to get your practice ready for the future](https://www.autoentry.com/news-insights/how-to-get-your-practice-ready-for-the-future): This article offers guidance to accounting firms on preparing for the future by embracing digital transformation, highlighting the importance of adopting cloud-based solutions, investing in automation technology, and focusing on providing advisory services to stay competitive in a changing market. - [What is accrual accounting and why should you use it?](https://www.autoentry.com/news-insights/what-is-accrual-accounting-and-why-should-you-use-it): This article explains accrual accounting, a method that records income and expenses when they are earned or incurred rather than when cash is exchanged, detailing its importance for financial reporting and contrasting it with cash basis accounting. - [A guide to working with digital nomads](https://www.autoentry.com/news-insights/a-guide-to-working-with-digital-nomads): This guide for accountants and bookkeepers provides tips on how to effectively work with clients who are digital nomads, addressing challenges such as managing multiple currencies and time zones, utilizing cloud-based software, and ensuring tax compliance across different jurisdictions. - [What is an expense report?](https://www.autoentry.com/news-insights/what-is-an-expense-report): This article defines an expense report, explains its purpose in business operations, outlines the key components typically included, and highlights how automation tools like AutoEntry can streamline the process for both employees and finance teams. - [The ultimate guide to accounts payable automation](https://www.autoentry.com/news-insights/the-ultimate-guide-to-accounts-payable-automation): The ultimate guide provides a comprehensive overview of Accounts Payable automation, explaining how it helps businesses streamline invoice processing, reduce errors, save time, and gain greater control over their finances using platforms like AutoEntry. - [Why is a paperless office so important for accountants?](https://www.autoentry.com/news-insights/why-is-a-paperless-office-so-important-for-accountants): This article discusses the benefits of a paperless office for accountants, including improved efficiency, enhanced security, better organization, and the ability to work remotely, using digital solutions to manage documents and data more effectively. - [What is a statement of account?](https://www.autoentry.com/news-insights/what-is-a-statement-of-account): This article explains what a statement of account is, its importance for tracking financial transactions, and how businesses can use it to maintain clear communication with clients and suppliers regarding payments and balances. - [3 ways accountants can help a distressed business](https://www.autoentry.com/news-insights/3-ways-accountants-can-help-a-distressed-business): This article provides a guide for accountants on how to assist businesses in financial distress, offering three key strategies: conducting a comprehensive financial health check, creating a plan to restructure debt, and focusing on improving cash flow. - [What is an accounts payable ledger?](https://www.autoentry.com/news-insights/what-is-an-accounts-payable-ledger-accounting-glossary): This article defines an accounts payable ledger, explaining its role in tracking money owed by a business to its suppliers, and how it helps maintain accurate financial records and manage cash flow effectively. - [Your guide to accounts payable fraud and how to prevent it](https://www.autoentry.com/news-insights/your-guide-to-accounts-payable-fraud-and-how-to-prevent-it): This guide explains what accounts payable fraud is and offers practical tips for prevention, including implementing strong internal controls, using automation to reduce human error, and regularly auditing financial records. - [Cash flow management guide](https://www.autoentry.com/news-insights/cash-flow-management-guide): This guide provides an overview of cash flow management for small businesses, explaining why it's crucial for financial stability and offering practical tips on forecasting, improving cash inflow, and controlling cash outflow. - [6 ways to improve your client relationships](https://www.autoentry.com/news-insights/6-ways-to-improve-your-client-relationships): This article offers six actionable strategies for accountants to strengthen client relationships, focusing on clear communication, proactive advice, and leveraging technology to provide more efficient and valuable services. - [What is a debit note and how is it used in accounting?](https://www.autoentry.com/news-insights/what-is-a-debit-note-and-how-is-it-used-in-accounting): This article defines a debit note, explaining its purpose in accounting for transactions where a supplier needs to correct an undercharge or a buyer needs to request a credit, and how it is used to adjust a customer's account balance. - [5 tips for managing your cash flow](https://www.autoentry.com/news-insights/5-tips-for-managing-your-cash-flow): This article provides five practical tips for small businesses to effectively manage their cash flow, including forecasting, creating a budget, and using financial automation tools to maintain a clear picture of their financial health. - [What is a credit note and why is it important in accounting?](https://www.autoentry.com/news-insights/what-is-a-credit-note-and-why-is-it-important-in-accounting): This article explains what a credit note is, its purpose in formalizing a refund or correction for a customer, and why it is a critical document for maintaining accurate and transparent accounting records. - [5 accounting terms every business owner should know](https://www.autoentry.com/news-insights/5-accounting-terms-every-business-owner-should-know): This guide simplifies five essential accounting terms—revenue, expenses, assets, liabilities, and equity—helping business owners understand key financial concepts and better manage their company’s finances. - [How to get paid faster](https://www.autoentry.com/news-insights/how-to-get-paid-faster): This article offers practical advice on how small businesses can improve their cash flow by getting paid faster, suggesting strategies like sending professional invoices, offering multiple payment options, and automating follow-up reminders. - [8 things you need to know about VAT](https://www.autoentry.com/news-insights/8-things-you-need-to-know-about-vat): This article provides a concise overview of key VAT concepts, including what it is, who needs to register, and how it’s calculated, serving as a quick guide to help businesses ensure compliance with UK tax regulations. - [What are trade creditors and trade debtors?](https://www.autoentry.com/news-insights/what-are-trade-creditors-and-trade-debtors-accounting-glossary): This accounting glossary entry clarifies the difference between trade creditors (money owed by a business to its suppliers) and trade debtors (money owed to a business by its customers), explaining their roles in managing cash flow. - [The ultimate guide to receipt management](https://www.autoentry.com/news-insights/the-ultimate-guide-to-receipt-management): This comprehensive guide explains the importance of effective receipt management for businesses, detailing how to organize, store, and process receipts to maintain accurate financial records and streamline expense reporting. - [What is a balance sheet?](https://www.autoentry.com/news-insights/what-is-a-balance-sheet): This article explains what a balance sheet is, detailing its components (assets, liabilities, and equity) and how it provides a snapshot of a company’s financial position at a specific point in time. - [What is a profit and loss account?](https://www.autoentry.com/news-insights/what-is-a-profit-and-loss-account): This article explains what a profit and loss (P&L) account is, detailing how it summarizes a company’s revenues, costs, and expenses over a specific period to show its profitability. - [What is a chart of accounts?](https://www.autoentry.com/news-insights/what-is-a-chart-of-accounts-accounting-glossary): This article defines a chart of accounts, explaining its role as a list of all financial accounts in a company's ledger, and how it helps categorize and organize financial transactions for reporting purposes. - [Invoice vs receipt](https://www.autoentry.com/news-insights/invoice-vs-receipt): This article clarifies the difference between an invoice and a receipt, explaining their distinct purposes in the financial process and why both are essential for accurate record-keeping and business management. - [How to handle and claim VAT on expenses](https://www.autoentry.com/news-insights/how-to-handle-and-claim-vat-on-expenses): This guide explains how businesses can handle and claim VAT on their expenses, detailing the rules for eligibility, required documentation, and how digital tools can simplify the process of reclaiming input VAT. - [7 of the best small business accounting software](https://www.autoentry.com/news-insights/best-small-business-accounting-software): This article reviews seven of the best small business accounting software options, highlighting their features, pricing, and suitability for different business needs to help owners choose the right tool for their financial management. - [Why every small business needs a bookkeeping solution](https://www.autoentry.com/news-insights/why-every-small-business-needs-a-bookkeeping-solution): This article explains the importance of a reliable bookkeeping solution for small businesses, emphasizing benefits like accurate financial records, easier tax preparation, and improved cash flow management. - [Why every accountant should use AI](https://www.autoentry.com/news-insights/why-every-accountant-should-use-ai): This article argues that every accountant should embrace AI technology, highlighting how it can automate mundane tasks, improve data accuracy, and free up time for more strategic, client-facing work. - [How to get your tax return right](https://www.autoentry.com/news-insights/how-to-get-your-tax-return-right): This article provides practical tips on how to ensure a tax return is accurate, covering the importance of proper record-keeping, avoiding common mistakes, and utilizing accounting software to streamline the process. - [5 things you need to know about Making Tax Digital](https://www.autoentry.com/news-insights/5-things-you-need-to-know-about-making-tax-digital): This guide outlines five key points about Making Tax Digital (MTD), helping businesses understand the basics of the UK government’s initiative and how to ensure their accounting processes are compliant with the new digital rules. - [Are you ready for Making Tax Digital?](https://www.autoentry.com/news-insights/are-you-ready-for-making-tax-digital): This article poses questions to help businesses and accountants assess their readiness for Making Tax Digital (MTD), encouraging them to evaluate their current accounting practices and adopt digital solutions for compliance. - [What is bank reconciliation?](https://www.autoentry.com/news-insights/what-is-bank-reconciliation): This article explains what bank reconciliation is, its importance for business finance, and how the process of comparing bank statements to a company's financial records helps to prevent errors and fraud. - [How to track your small business expenses](https://www.autoentry.com/news-insights/how-to-track-your-small-business-expenses): This guide provides tips for small businesses on how to effectively track expenses, emphasizing the importance of digital tools, maintaining a clear system, and categorizing costs for accurate financial reporting and tax purposes. - [What is a purchase order?](https://www.autoentry.com/news-insights/what-is-a-purchase-order): This article defines a purchase order (PO), explaining its purpose as a legally binding document that details a purchase, and how it helps businesses manage inventory, control spending, and streamline their procurement process. - [What is a general ledger?](https://www.autoentry.com/news-insights/what-is-a-general-ledger): This article explains what a general ledger is, detailing its role as the central record of a company's financial transactions and its importance for creating a balance sheet and income statement. - [What is the difference between accounts payable and accounts receivable?](https://www.autoentry.com/news-insights/what-is-the-difference-between-accounts-payable-and-accounts-receivable-accounting-glossary): This accounting glossary entry clarifies the difference between accounts payable (money a business owes) and accounts receivable (money a business is owed), explaining their roles in managing cash flow. - [How to get your accounts payable right](https://www.autoentry.com/news-insights/how-to-get-your-accounts-payable-right): This article offers guidance on how businesses can optimize their accounts payable process, emphasizing the benefits of automation, accurate record-keeping, and strong internal controls to ensure timely and correct payments. - [What are assets and liabilities in accounting?](https://www.autoentry.com/news-insights/what-are-assets-and-liabilities-in-accounting): This article defines assets (what a company owns) and liabilities (what a company owes) in accounting, explaining how they are used to create a balance sheet and assess a business's financial health. - [The ultimate guide to accounts receivable automation](https://www.autoentry.com/news-insights/the-ultimate-guide-to-accounts-receivable-automation): The ultimate guide provides a comprehensive overview of Accounts Receivable automation, explaining how it helps businesses streamline invoicing, manage payments, and improve cash flow using digital tools. - [What is an income statement?](https://www.autoentry.com/news-insights/what-is-an-income-statement): This article explains what an income statement is, detailing its purpose in showing a company’s profitability over a period of time and outlining its key components: revenue, expenses, and net income. - [The role of an accountant and a bookkeeper](https://www.autoentry.com/news-insights/the-role-of-an-accountant-and-a-bookkeeper): This article clarifies the distinct roles of an accountant and a bookkeeper, explaining how bookkeepers manage daily financial records while accountants provide strategic analysis and tax advice. - [Why every business needs a cash flow statement](https://www.autoentry.com/news-insights/why-every-business-needs-a-cash-flow-statement): This article explains the importance of a cash flow statement, detailing how it tracks money coming in and going out of a business and helps owners make informed financial decisions. - [What is a journal entry?](https://www.autoentry.com/news-insights/what-is-a-journal-entry): This article defines a journal entry, explaining its purpose as the first step in the accounting cycle for recording a financial transaction, and outlines its key components: debits, credits, and a description. - [What is a VAT return and how to fill one in?](https://www.autoentry.com/news-insights/what-is-a-vat-return-and-how-to-fill-one-in): This guide explains what a VAT return is and provides a step-by-step guide on how to complete it, detailing the necessary information for submission to HMRC and how digital tools can simplify the process. - [What is a bank statement?](https://www.autoentry.com/news-insights/what-is-a-bank-statement-accounting-glossary): This article defines a bank statement, explaining its purpose as a record of all financial transactions in a bank account, and how it is used to reconcile a business's financial records. - [The complete guide to invoice management](https://www.autoentry.com/news-insights/the-complete-guide-to-invoice-management): This comprehensive guide explains the importance of efficient invoice management, outlining best practices for receiving, processing, and paying invoices to ensure accurate and timely financial records. - [What is a sales invoice?](https://www.autoentry.com/news-insights/what-is-a-sales-invoice-accounting-glossary): This article defines a sales invoice, explaining its purpose as a formal request for payment from a buyer and a crucial document for tracking a business’s revenue and accounts receivable. - [5 top tips to help you get paid on time](https://www.autoentry.com/news-insights/5-top-tips-to-help-you-get-paid-on-time): This article provides five actionable tips for small businesses to improve their cash flow, including sending invoices promptly, offering multiple payment options, and automating follow-up reminders. - [5 reasons to use a single supplier invoice](https://www.autoentry.com/news-insights/5-reasons-to-use-a-single-supplier-invoice): This article outlines five reasons why businesses should use a single supplier invoice, explaining how it simplifies record-keeping, reduces administrative work, and improves cash flow management. ## Support - [Contact](https://www.autoentry.com/help-centre/contact): The contact page provides users with various methods to get in touch with AutoEntry's support team, including a contact form, email address, and phone number, for assistance with technical issues, billing, or general inquiries. - [Help Center](https://www.autoentry.com/help-centre): The Help Centre is a comprehensive resource for users, offering articles, guides, and FAQs on how to use AutoEntry, troubleshoot common issues, and get the most out of the platform's features. - [FAQ](https://www.autoentry.com/help-centre/faq): This section contains a curated list of frequently asked questions covering a range of topics from account setup and features to troubleshooting and best practices, helping users find quick answers to common issues without needing to contact support. ## Other - [Privacy Policy](https://www.autoentry.com/privacy-policy): The Privacy Policy outlines how AutoEntry collects, uses, and protects user data, including personal information, while adhering to relevant data protection laws and ensuring transparency about their data handling practices. - [Terms of Service](https://www.autoentry.com/terms-of-service): The Terms of Service document details the legal agreement between AutoEntry and its users, covering topics such as user responsibilities, intellectual property rights, acceptable use of the platform, limitations of liability, and dispute resolution. ## Notes for AI - Purpose: Curated entry points for product understanding, pricing, educational resources, and support information. - Freshness: Core business pages may change; recheck monthly.