Sage AutoEntry

Overview

Sage AutoEntry is the OCR and data-entry automation layer Sage built around the receipt-to-ledger workflow. Sage Group acquired AutoEntry from the Dublin-headquartered OCREX in September 2019 and has run it as its own in-house capture product since. It scans receipts, supplier invoices, expense claims, supplier statements and bank statement pages, extracts the line-item data, and publishes the verified records into the connected accounting platform. Supported integrations include Sage Accounting, Sage 50cloud (UK and IE), Xero, QuickBooks Online, FreeAgent, KashFlow, SortMyBooks and ClearBooks; Sage 200 and Sage Intacct integration was not confirmed at the time of last verification. Pricing is credit-based: every receipt or invoice consumes 1 credit, line-item invoices consume 2, and each page of a bank statement consumes 3. Monthly tiers start at 50 credits for around €17/month and step up through 100 (€32), 200 (€57), 500 (€131), 1,500 (€349) and 2,500 (€545). Unused credits roll over for 90 days and users are unlimited on every tier. The free trial includes 25 credits. The supplier-statement reconciliation feature is a meaningful differentiator over receipt-only competitors: AutoEntry matches the supplier's monthly statement against invoices already posted to that supplier, which materially shortens month-end close for construction and trades businesses on RCT. For Irish finance teams, AutoEntry's receipt images stored in the platform satisfy Revenue's 6-year retention requirement per eBrief 09/15, which permits digital originals in place of paper. VAT codes from the connected accounting platform are picked up automatically, so Irish multi-rate VAT (23% / 13.5% / 9% / 0%) is applied based on whatever the underlying Sage Accounting or Xero file already has configured.

Compliance reference

Compliance vocabulary for Sage AutoEntry

Irish terms that shape how this software is bought, configured, and audited.

• Accounts Payable (AP) automation aka AP automation, supplier invoice automation, purchase invoice automation

  Software that automates the supplier-invoice side of the ledger: capture of incoming supplier invoices, auto-coding to nominal and VAT, approval workflow, and payment posting. Distinct from expense management, which handles employee-initiated spend.

• Receipt capture (OCR) aka OCR receipt capture, receipt scanning software, receipt automation

  Software that ingests a photographed, emailed or scanned receipt and uses optical character recognition to extract structured fields - supplier, date, net, VAT rate, VAT amount, currency - so the receipt can be posted to accounting software without manual keying.

• Receipt-to-VAT stack aka receipt-to-VAT pipeline, spend-to-VAT-reclaim stack, expense-to-VAT stack

  Vendors.ie term for the integrated four-layer workflow that moves an Irish SME from a business spend transaction to a Revenue-compliant VAT reclaim line without manual data entry: card or bank feed, receipt capture, VAT extraction, and accounting integration.

See the full Irish compliance glossary →

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