- Flexible document capture
- Full line item detail
- Purchase order matching
- Document fetching - banks
- Document fetching - suppliers
- Auto-suggest supplier/customers
- Auto-suggest VAT codes
- "Remembered" coding rules per supplier
- Manual coding rules per supplier
- Auto-publish per supplier
- Default cost codes for expense-users
- Default settings per supplier
- Reconcile supplier statements to invoices
Flexible document capture
AutoEntry accurately captures the key information from a broad range of scanned, emailed and photographed documents including bank and credit card statements, bills, invoices, expenses, receipts and more.
Full line item detail
AutoEntry captures full line items, including the description, unit price and quantity for each line.
Purchase order matching
AutoEntry syncs captured invoices to matching open purchase orders in a user’s accounting solution.
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/customers
For extracted supplier and customer names, let AutoEntry 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
Similar Apps
Adept Tools for Sage 50
A range of Add-Ons to enhance your Sage 50 experience and turbo boost productivity. Non-Industry specific Tools to save you time and money!
Adept Tools for Sage 50
Agilico Verify
Agilico Verify is an intelligent automated invoice processing solution that makes invoice processing and approval easy.
Agilico Verify
Besyncly
Besyncly integrates your Sage solution with platforms such as Shopify, WooCommerce, Salesforce and more…
Besyncly
Crezco
Collect payments instantly for free. No more late payments, card fees or human errors. Add a payment link to your invoices and get paid faster.
Crezco
Lightyear Automated Purchasing & Accounts Payable
Lightyear is an industry-leading cloud platform providing intelligent automation solutions for large SMEs & Enterprise level Purchasing & Accounts Payables processes.
Lightyear Automated Purchasing & Accounts Payable
LiveCosts
LiveCosts simplifies construction cost management for SMBs by tracking project costs, reducing manual entry, and monitoring project budgeting and ultimately helping businesses improve financial clarity and control.
LiveCosts
Paperless Software
PaperLess: Invoice Automation for Sage 50, Sage 200, and Sage Intacct If you're still manually keying invoices into Sage, PaperLess can change that. It's built specifically for Sage 50, Sage 200, and Sage Intacct users who are tired of data entry mistakes and slow invoice turnaround times. Automated Invoice Processing and Data Capture The OCR technology reads invoices automatically and pulls out the data you need. PaperLess handles emailed invoices, matches them against purchase orders, and processes everything digitally without anyone touching a keyboard. Smart Invoice Approval Workflows You decide the rules—maybe invoices over £500 need manager sign-off, or certain suppliers always go to the procurement team. Once you've set it up, invoices go straight to the right person. Approvers can action them from their phone during the commute or from their laptop at home. Everything's logged, so you know exactly who's approved what. Stuck invoices are easy to spot, and if your usual approver's on annual leave, you can reassign their queue in moments. Managing Purchase Orders and Requisitions Staff can raise purchase requests without filling in forms or sending emails. Managers see requests come through, approve what makes sense, and reject what doesn't. Your finance team watches the whole process and keeps control of company spending. Receipt and Expense Management Your team takes a photo of a receipt, and that's basically it. PaperLess reads the details and sends it through for sign-off. Same goes for mileage and other expense claims—staff submit them quickly, managers approve them, and finance can see everything that's happening. Why Sage Users Pick PaperLess You're getting invoice processing, purchase orders, receipts, and expenses all sorted in one system. Most teams see fewer mistakes, invoices getting processed quicker, and better grip on their finances. Works just as well if you're running a small operation on Sage 50 or handling complex accounting in Sage Intacct.
Paperless Software
Realisable IMan
IMan is an integration platform that seamlessly connects almost any application to your Sage system, whether in e-commerce, logistics, distribution or payment processing. <p>IMan's smart connectors include Magento, Shopify, WooCommerce, Concur, Salesforce, BigCommerce, VisualSoft, ShipHero, ShipEngine, ShipStation, Sage Pay, Opayo, PayPal, CyberSource, Amazon, cDiscount, Ebay, Jet, Lazada, Shopee, Walmart, Microsoft Office, Excel, CSV, XML, JSON and more. Ideal for industries of e-commerce, marketplace, logistics, distribution, shipping, payment processors.</p>
Realisable IMan
Satago
Satago is an all-in-one risk insights and credit control tool that gives you everything you need to get paid on time. Use Satago's automated payment reminders and detailed credit risk data to manage your debtors more effectively and improve your cashflow.
Satago
X3CloudDocs
Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.
