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AutoEntry

Smart, Accurate, Automated Accounting
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Flexible document capture

Getting your documents into AutoEntry is really easy! Drag and drop, Scan, Email or use the App on your phone. As one of our customers says "If you can take a selfie, you can use AutoEntry!"

Full Line Item Capture

AutoEntry captures full line items, including the description, unit price and quantity for each line, with verified accuracy.

Document Storage

Once AutoEntry has posted your data, it creates digital records so users no longer need to hang on to large quantities of paper documents, with client data stored securely in the cloud.

Document fetching - banks

Set up automatic fetching of statements/cheques/deposits from banks

Document fetching - suppliers

Set up automatic fetching of invoices/statements from suppliers

Auto-suggest supplier/customer accounts

For extracted supplier and customer names, let AE compare with and suggest accounts from the company's list

Auto-suggest VAT codes

Let AutoEntry auto-suggest VAT codes where the AE VAT code's rate matches the extracted VAT rate

"Remembered" coding rules per supplier

"Remember" rules as you code so that future invoices from that supplier meeting the same criteria are automatically assigned the same category and VAT code (and cost codes if applicable)

Manual coding rules per supplier

Manually add a default category (and cost codes if applicable) for each VAT code you expect to be included in an invoice from that supplier

Auto-publish per supplier

Let AutoEntry automatically publish an invoice from a supplier that matches one of that supplier's coding rules (remembered or manual)

Default cost codes for expense-users

Assign default cost codes to be applied to individual expense-user uploads

Default settings per supplier

Define settings to be applied to all invoices extracted from that supplier e.g. default currency, due date, description and marking of invoices as paid

Reconcile supplier statements to invoices

Match and reconcile supplier statements to the invoices already made out to that supplier in AutoEntry

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