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AutoEntry

Credit-priced receipt, invoice and statement capture with unlimited users and clients on every plan.

Document capture Published pricingFree trial
TL;DR
  • Best for: Firms capturing modest document volume across many small clients
  • Price: From $13/mo, with a free trial (25 free credits)
  • Watch for: Bank statements cost 3 credits per page
At a glance
Editorial rating
4.2/ 5
Ease of setup5.0
Self-serve: free trial and published pricing
AI depth3.5
AI and OCR extraction that learns categories; capture only, no review or prep
Price & value4.0
Transparent pricing from $13/mo; try before you buy; cost caveat: bank statements cost 3 credits per page
Integrations5.0
Broad coverage: QuickBooks, Xero, Sage and 7 more
Security posture3.5
Security controls stated; no SOC 2 or ISO report cited

Scores are TaxPrepBench's editorial judgment, derived from the sourced facts on this page. They are not lab test results. How we rate

Overview

What AutoEntry does

AutoEntry captures receipts, purchase and sales invoices, expense claims, supplier statements and bank or credit card statements, extracts the data with OCR and machine learning, and publishes it to the accounting software. Documents arrive by web upload, a dedicated email address or the mobile app.

Pricing is a monthly credit allowance rather than a per-client fee. US plans run from Bronze ($13 for 50 credits) to Sapphire ($469 for 2,500 credits).

A receipt or invoice uses 1 credit, an invoice with line items or a supplier statement 2, and each bank statement page 3.

Unused credits roll over for 90 days, and every plan includes all features, unlimited users, unlimited client companies and unlimited storage. Sage bought AutoEntry in September 2019 and said it would stay open to users of other ledgers.

AutoEntry says it processes over 28 million documents a year.

Ideal for

Firms capturing modest document volume across many small clients

Not for

Firms that want practice-level workflows and deadline dashboards in the capture tool

Pricing

AutoEntry pricing

Free trial
$0

25 free credits, no card

Bronze
$13/mo

50 credits ($0.26 each)

Silver
$24/mo

100 credits ($0.24 each)

Gold
$46/mo

200 credits ($0.23 each)

Platinum
$103/mo

500 credits ($0.21 each)

Diamond
$298/mo

1,500 credits ($0.20 each)

Sapphire
$469/mo

2,500 credits ($0.19 each)

Pricing model: Monthly credit plans; unlimited users and clients; cancel anytime

Features

Key features

Client & workflow
  • Receipt, invoice and expense capture by upload, email or mobile app
  • Partner portal for accountants with unlimited clients
AI & automation
  • Bank and credit card statement extraction
  • Line-item extraction
Review & accuracy
  • Supplier statement reconciliation
  • Duplicate flagging and multi-level expense approvals
Integrations & data
  • Purchase order matching (QuickBooks and Xero)
Planning & reporting
  • Auto-suggested suppliers, customers and tax codes
  • Custom categorisation and auto-publishing rules
Our take

Pros & cons

Pros

  • Low entry price: $13/month for 50 credits
  • Unlimited users, clients and storage on every plan
  • Every feature on every plan
  • Rolling monthly plan; cancel or pause anytime

Cons

  • Bank statements cost 3 credits per page
  • Overage credits cost more than plan credits
  • Fewer listed integrations than Dext
  • No practice workflow or deadline dashboard
Compare

AutoEntry vs. top alternatives

AutoEntryDextHubdoc
Starting priceFrom $13/moFrom $12.82/client/moFrom $12/mo
Best forFirms capturing modest document volume across many small clientsBookkeepers processing high document volumeBudget document capture for Xero and QuickBooks clients
Key differenceCredit-priced receipt, invoice and statement capture with unlimited users and clients on every plan.The standard high-volume receipt and bill capture tool for bookkeepers.The cheapest reliable receipt and bill capture, now part of Xero.
In practice

How it fits a tax practice workflow

When you'll use it

Year-round bookkeeping, plus year-end catch-up for Schedule C and small-business clients.

Returns and tasks it handles
  • Receipt and bill capture for bookkeeping clients
  • Bank statement extraction when feeds are missing
  • Supplier statement reconciliation
  • Year-end shoebox clean-up before tax prep

Integrations

QuickBooksXeroSageFreeAgentMYOB AccountRightExactAccountsIQClearBooksKashFlowReckon One
Trust

Security & compliance

Encryption across the platformVendor-stated
User-specific permissionsVendor-stated
IRC 7216Get written client consent if return data leaves your firm
WISP / Pub 4557Add this vendor to your approved-tools list

Vendor-stated controls are not audited by TaxPrepBench. See our IRC 7216 and WISP checklist before client data touches any AI tool.

Company

About the company

Owned by Sage since 2019; vendor states 28M+ documents processed a year and 210,000+ businesses served since launch.

FAQ

Frequently asked questions

How much does AutoEntry cost?

US plans run from $13 a month for 50 credits to $469 a month for 2,500 credits, excluding tax. A receipt or invoice uses 1 credit, an invoice with line items 2, and each bank statement page 3. Larger packages are quoted after a demo.

Does AutoEntry charge per client?

No. Every plan includes unlimited users, unlimited client companies and unlimited cloud storage; you pay only for the credits you use.

Is AutoEntry owned by Sage?

Yes. Sage announced the acquisition in September 2019 and said AutoEntry would stay open to users of other accounting software, including QuickBooks and Xero.

What happens if I run out of AutoEntry credits?

By default AutoEntry allows up to 200% overage on your plan, added to the next bill at a higher per-credit rate. You can also upgrade, buy a one-off credit bundle, and unused credits roll over for 90 days.

How much does AutoEntry cost?

Free trial: $0 (25 free credits, no card); Bronze: $13/mo (50 credits ($0.26 each)); Silver: $24/mo (100 credits ($0.24 each)); Gold: $46/mo (200 credits ($0.23 each)); Platinum: $103/mo (500 credits ($0.21 each)); Diamond: $298/mo (1,500 credits ($0.20 each)); Sapphire: $469/mo (2,500 credits ($0.19 each)). Pricing model: Monthly credit plans; unlimited users and clients; cancel anytime.

Does AutoEntry have a free trial?

Yes: 25 free credits, no card required.

What does AutoEntry integrate with?

QuickBooks, Xero, Sage, FreeAgent, MYOB AccountRight, Exact, AccountsIQ, ClearBooks, KashFlow, Reckon One.

What are the best alternatives to AutoEntry?

Dext (The standard high-volume receipt and bill capture tool for bookkeepers.) Hubdoc (The cheapest reliable receipt and bill capture, now part of Xero.) Docyt (Bookkeeping automation built for multi-location businesses.)

Sources

Sources

  1. autoentry.com/pricing
  2. autoentry.com
  3. autoentry.com/integrations
  4. sage.com/investors/investor-downloads/press-releases/2019/09/27/sage-announces-acquisition

Our analysis is based on vendor documentation and public reviews. Last verified 2026-10-20. Spot an error? Suggest a correction.

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