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Automated data entry for accountants and bookkeepers via AI-driven OCR and ledger synchronization.

AutoEntry, acquired by Sage, remains a premier AI-driven data automation platform designed to eliminate manual data entry for financial professionals. By 2026, the tool has integrated deeper machine learning models capable of high-fidelity line-item extraction from complex, multi-page invoices and hand-written receipts. Its technical architecture focuses on a 'Capture, Categorize, Publish' workflow, utilizing OCR (Optical Character Recognition) coupled with proprietary semantic analysis to map transactional data directly to a company's Chart of Accounts. In the 2026 market, AutoEntry distinguishes itself through its credit-based flexible pricing and its unique ability to process bank statements into exportable Excel or CSV formats, as well as direct-to-ledger synchronization. The platform's 'Supplier Rules' engine allows for sophisticated automation, where the AI remembers tax codes and category assignments for recurring vendors, reducing human verification requirements over time. As part of the Sage family, it offers enterprise-grade security while maintaining agnostic connectivity to competitors like Xero and QuickBooks, positioning it as a versatile middleware in the modern accounting tech stack.
AutoEntry, acquired by Sage, remains a premier AI-driven data automation platform designed to eliminate manual data entry for financial professionals.
Explore all tools that specialize in automate data entry. This domain focus ensures AutoEntry delivers optimized results for this specific requirement.
Explore all tools that specialize in ocr extraction. This domain focus ensures AutoEntry delivers optimized results for this specific requirement.
Uses deep learning to identify and extract individual rows from an invoice, including SKU, description, unit price, and quantity.
Converts scanned PDF or paper bank statements into structured digital data (Excel/CSV/OFX).
A rules-based engine that automatically assigns tax codes, tracking categories, and nominal codes based on vendor ID.
Classifies documents as invoices, receipts, or credit notes automatically upon upload.
Maintains a secure, searchable digital archive of all documents for up to 7 years.
Detects currency symbols and applies exchange rate logic based on the document date.
Programmatically matches incoming invoices against uploaded purchase orders to flag discrepancies.
Register an account and verify your email address.
Create a 'Company' profile within the dashboard for each legal entity.
Connect your accounting software (e.g., Sage, Xero, QBO) via OAuth2.
Sync your Chart of Accounts and Tax Rates from the linked software.
Set up dedicated email-in addresses for digital invoice forwarding.
Install the AutoEntry mobile app for on-the-go receipt capture.
Upload a sample batch of documents to test extraction accuracy.
Define 'Supplier Rules' for recurring vendors to automate GL mapping.
Review the 'Inbox' to verify extracted data against original images.
Click 'Publish' to push validated transactions to your accounting ledger.
All Set
Ready to go
Verified feedback from other users.
"Users consistently praise the high accuracy of extraction and the credit-based pricing model which avoids high flat fees for low-volume users."
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