What AutoEntry does

AutoEntry, founded by Brendan Woods in Dublin in 2013 and commercially launched in 2016, is an AI-powered SaaS platform that automates the capture and extraction of financial-document data — receipts, invoices, bank statements, credit-card statements and supplier statements — and publishes that data directly into connected accounting software. The proprietary optical character recognition and machine-learning stack, marketed at 'up to 99% accuracy', learns categorization patterns from user behavior and supports cross-bank template recognition, document capture via mobile apps (iOS/Android), desktop upload, and email submission. AutoEntry was acquired by Sage Group in 2019 and now operates as 'AutoEntry by Sage' under Sage Global Services Limited, with offices in Dublin, London, Melbourne and Arizona.

The product is sold as a monthly subscription with six credit-based tiers (Bronze through Sapphire, USD $13-$469/month) and localized pricing across seven currencies; the core proposition targets two parallel customer cohorts — accountants and bookkeepers in practice (with add-ons like AccountsPrep for trial-balance preparation), and small-to-medium businesses processing their own documents. Distribution combines self-serve product-led growth (free trial with 25 credits, mobile app onboarding) with a Partner Programme for accountants and bookkeepers, and integrations span Sage, Xero, QuickBooks, FreeAgent, KashFlow, MYOB, Reckon, Exact and others. AutoEntry has won six ICB LUCA Awards between 2017 and 2023.

The business reports 250,000+ businesses using the product monthly, 5,000+ accounting practices, 28 million+ documents processed annually and 1.4 million+ documents processed monthly, supported by a headcount of 51-100. The parent (Sage) is a multi-billion-pound public enterprise software group, so standalone revenue, funding cadence and cap-table for AutoEntry are not separately disclosed; the company completed a single venture round with Act Venture Capital in November 2017 prior to acquisition.

Name

AutoEntry

Legal name

Sage Global Services Limited

Website

https://autoentry.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Short description

AutoEntry, a Sage Group company since 2019, sells an AI-powered OCR and machine-learning SaaS that automates data entry from receipts, invoices and bank statements into accounting platforms. It serves 250,000+ businesses, 5,000+ accounting practices and integrates with Sage, Xero and QuickBooks.

Ownership category

akta.pro rank

Product category

Accounting Automation Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC)

Keywords

• Automated data entry
• Document OCR software
• Invoice capture software
• Accounting automation tools
• Bookkeeping efficiency software

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription with Credits: Monthly subscription with tiered credit allowances. Users purchase credits that are consumed based on document type: 1 credit per simple invoice/receipt, 2 credits per invoice with line items, 2 credits per supplier statement, 3 credits per bank/credit card statement page. Unused credits carry forward for up to 90 days. Rolling monthly subscription with no long-term contract required.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

AutoEntry is an AI-powered cloud SaaS that automatically captures and extracts data from receipts, invoices, bank statements, and supplier statements using proprietary OCR and machine learning, then publishes the data with one click into integrated accounting software (Sage, Xero, QuickBooks, FreeAgent, and others). The product targets accountants, bookkeepers, and small and medium-sized businesses needing MTD-ready, automated data entry with up to 99% accuracy. An AccountsPrep add-on enables trial balance preparation for clients without a digital ledger, and companion iOS/Android mobile apps and a Desktop Sync app extend capture and publishing capabilities.

Product overview

AutoEntry is a single unified AI-powered product for automated financial document data entry, offered as a cloud-based SaaS platform. The core AutoEntry product captures and extracts data from receipts, invoices, statements, and other financial documents using proprietary OCR and machine learning. It integrates directly with major accounting platforms including Sage, Xero, QuickBooks, FreeAgent, and others. The product ecosystem includes AccountsPrep (an add-on for trial balance preparation), a Mobile App (iOS/Android), and a Desktop Sync App for Sage 50 and QuickBooks Desktop. AutoEntry is designed for accountants, bookkeepers, and small-to-medium businesses, and was acquired by Sage in 2019.

Differentiator

Problem solved

Functional benefit

Brands

• AccountsPrep: An add-on to AutoEntry subscription that allows accountants and bookkeepers to prepare, adjust and output a trial balance for an unlimited number of clients. Available to accountants and bookkeepers in the UK and Ireland only.

Products and services

• AutoEntry AI-powered automated data entry SaaS platform that captures data from receipts, invoices, bank statements, and other financial documents using proprietary OCR and machine learning, then publishes the extracted data with one click into integrated accounting software. Designed for accountants, bookkeepers, and small-to-medium-sized businesses.
• AccountsPrep Add-on module to the AutoEntry subscription that lets accountants and bookkeepers prepare, adjust, and output a trial balance for an unlimited number of clients without a digital ledger. Includes chart of accounts templates, cheque/deposit matching, and journal adjustments. Available to accountants and bookkeepers in the UK and Ireland only.
• AutoEntry Mobile App

Quantifiable outcome

• Up to 90% reduction in data entry time
• +7 more outcomes

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability5 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core.

• SagecoreTechnology or IntegrationSage acquired AutoEntry in 2019. AutoEntry is branded as 'AutoEntry by Sage' and integrates seamlessly with Sage accounting products. Sage Global Services Limited (company registration 09506951) is the contracting entity for AutoEntry services.
• XerocoreTechnology or IntegrationAutoEntry was created to integrate seamlessly with Xero. Supports invoice capture, categorisation, and direct publishing to Xero accounting software. Xero is highlighted as one of three primary integration partners.
• QuickBookscoreTechnology or IntegrationAutoEntry works in harmony with QuickBooks, both desktop and cloud versions. Supports purchase/sales invoice capture, statement reconciliation, and direct publishing. Desktop Sync App available for Sage 50 and QuickBooks Desktop.
• FreeAgentcoreTechnology or IntegrationIntegration available for FreeAgent accounting platform. Document capture and publishing capabilities.
• CluecoreTechnology or IntegrationAutoEntry is part of the Clue Marketplace for investigation case management. Clue is a trusted service provider to police, government bodies, and private organisations. AutoEntry enables up to 20x faster bank statement processing for financial investigations.
• Institute of Certified Bookkeepers (ICB)coreGTM or Marketing PartnerICB runs the LUCA Awards programme where AutoEntry has won multiple awards (2017-2023). ICB events serve as marketing touchpoints for AutoEntry. Partner Champions must attend ICB webinars.

Scale indicators10 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Dext (formerly Receipt Bank): Dext is the closest direct competitor — also offering AI-powered receipt, invoice and bank statement capture and publishing into Sage, Xero, QuickBooks. It targets the same accountant and SME segments with a credit-based subscription model highly analogous to AutoEntry's.
• Hubdoc: Hubdoc is a direct competitor in automated document capture and publishing to accounting platforms — now owned by Xero, which makes it both a peer and an example of how a platform integrator could absorb AutoEntry's value layer.
• Datamolino: Datamolino is a direct competitor focused on automated invoice and statement data extraction for accountants and bookkeepers, with publishing to Xero, QuickBooks and Sage — overlapping almost entirely with AutoEntry's SME/accountant segment.
• Expensify: Expensify is a public competitor offering OCR-based receipt and expense capture with direct integrations to accounting platforms. While more focused on expenses/T&E than bookkeeping, the underlying capture + categorization workflow is highly analogous to AutoEntry's.

Emerging players

• Rossum: Rossum is an AI-first invoice/document processing platform with comparable OCR + ML extraction technology. While its early focus was larger enterprise AP automation, the underlying technology and target workflow overlap significantly with AutoEntry.
• Veryfi: Veryfi offers an OCR/AI API for receipt, invoice and document data extraction — overlapping with AutoEntry's core technology capability and serving developer and SMB use cases through white-label and direct products.
• MindBridge: MindBridge applies AI to accounting and audit workflows (including transaction analysis and document review). While more focused on audit/analytics, it targets the same accountant ecosystem and represents an adjacent AI-in-accounting peer.
• Botkeeper: Botkeeper combines AI and human bookkeepers to automate bookkeeping workflows for SMBs and accounting firms. It competes with AutoEntry's automation value proposition for accountants and SMBs that want end-to-end bookkeeping rather than just data capture.

Broad incumbents

• ABBYY: ABBYY is an established enterprise OCR/intelligent document processing vendor whose technology underpins many accounting and AP automation products. It competes broadly with AutoEntry in document extraction accuracy and serves overlapping end-customers in finance and accounting.
• Xero (Hubdoc + native capture): Xero owns Hubdoc and is increasingly embedding native OCR/capture functionality into its platform. As one of AutoEntry's primary integration partners and a global SMB accounting leader, Xero represents both a distribution channel and a potential competitive threat.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ocrexsoftware
• Facebookfacebook.com/ocrexsoftware
• LinkedInlinkedin.com/company/autoentry

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AutoEntry