AI-powered solution automating data entry from invoices, receipts, and statements directly into accounting software for accountants and SMEs.
Features
- AI-Powered OCR & Machine Learning — AutoEntry uses proprietary optical character recognition (OCR) combined with machine learning AI to automatically extract data from invoices, receipts, bank statements, and other financial documents with up to 99% accuracy. The system learns from your categorization patterns over time, progressively automating repetitive tasks and reducing manual intervention.
- Mobile App for On-the-Go Capture — The AutoEntry mobile app allows users to snap photos of receipts, invoices, and documents directly from their smartphone. Users can also upload documents from desktop or forward PDFs to a dedicated AutoEntry email address, providing multiple flexible capture methods for any workflow.
- Seamless Accounting Software Integrations — AutoEntry integrates natively with HMRC-recognised accounting platforms including Xero, Sage, QuickBooks, FreeAgent, KashFlow, SortMyBooks, and ClearBooks. Extracted data publishes directly into your accounting ledger, ensuring records are always MTD-ready and eliminating double data entry.
- Statement Reconciliation — Save hours of manual work by quickly matching invoices to monthly supplier statements. This feature is particularly valuable for industries like construction where reconciling supplier statements against individual invoices is a time-consuming but critical task.
- Unlimited Users, Storage & Client Companies — All AutoEntry plans include unlimited user accounts, unlimited cloud storage, and unlimited client companies at no additional cost. Accountants and bookkeepers can onboard entire teams and manage multiple clients without worrying about per-seat licensing or storage limits.
- VAT Grouping & Reporting — Group invoices by VAT period and generate comprehensive VAT reports for easy filing. Combined with MTD compliance support, this feature streamlines tax preparation for businesses and accounting practices operating under Making Tax Digital requirements.
Use Cases
Accounting Practices Managing Multiple Clients
Accountants and bookkeepers in practice use AutoEntry to automate data entry across an unlimited number of client companies. Clients capture their own documents via the mobile app and send them directly, eliminating the back-and-forth of chasing paperwork. With unlimited users and cloud storage included, firms can scale their client base without increasing overhead costs. Target Audience: Accountants, bookkeepers, and accounting firms managing multiple SME clients
SME Owners Eliminating Manual Data Entry
Small and medium-sized business owners and their accounting departments use AutoEntry to remove the burden of manually keying in data from receipts, invoices, and bank statements. The mobile app enables staff to snap receipts on the go, while the AI automatically extracts and categorizes data before publishing it directly into Xero, Sage, QuickBooks, or other supported platforms. Target Audience: Small and medium-sized business owners, finance teams, and in-house bookkeepers
Making Tax Digital (MTD) Compliance for UK Businesses
UK businesses and their advisors use AutoEntry to maintain digital records required under HMRC's Making Tax Digital initiative. By automating the capture and entry of financial documents into MTD-recognised software like Xero, Sage, and QuickBooks, businesses ensure their records are compliant and audit-ready without manual digitization effort. Target Audience: UK businesses, accountants, and bookkeepers navigating MTD compliance requirements
Supplier Statement Reconciliation for Project-Based Industries
Construction firms, trades businesses, and other industries dealing with high volumes of supplier invoices use AutoEntry's statement reconciliation feature to quickly match invoices against monthly supplier statements. This eliminates hours of manual cross-referencing and helps identify discrepancies or missing invoices before they become problems. Target Audience: Construction companies, trades businesses, and industries with complex supplier relationships
Pros
- Up to 99% data extraction accuracy powered by proprietary OCR and machine learning AI, significantly reducing errors compared to manual data entry.
- No long-term contracts required — uses a rolling monthly subscription that can be cancelled, paused, or downgraded anytime (up to 24 hours before renewal), providing maximum flexibility.
- All features are included on every plan with no feature gating. Users only pay for data extraction credits, while unlimited users, cloud storage, and client companies come standard at no extra cost.
- Award-winning software recognised with Institute of Certified Bookkeeping LUCA awards almost every year since launch, including Data and Expenses App of the Year in 2021, 2022, and 2023.
- Unused credits roll over and can be kept for up to 90 days, so businesses with fluctuating document volumes don't lose value during quieter months.
Cons
- Credit-based pricing model may be confusing for new users who need to estimate monthly document volumes upfront, potentially leading to over- or under-subscription.
- AccountsPrep add-on is only available to accountants and bookkeepers in the UK and Ireland, limiting its utility for international practices.
- Integration is limited to a specific set of supported accounting platforms — businesses using less common or custom accounting software may not be able to connect directly.
- The free trial only includes 25 credits, which may not be enough for businesses to fully evaluate the platform's capabilities across all document types and workflows.
