Benefits of integrating AutoEntry by Sage

AutoEntry by Sage can capture vital information, tax summaries and full line item details including description, quantity and unit price, from accounting paperwork or PDFs, in minutes. It then publishes and categorises that data directly in FreeAgent. 

AutoEntry by Sage learns as you work by remembering how you categorise your expenses so you can automate your financial processes. It can even sync invoices to matching, open purchase orders.

Using the AutoEntry by Sage mobile app, you can snap on the go before sending to FreeAgent, to help you manage your expenses.

How AutoEntry by Sage works with FreeAgent

Once you've connected AutoEntry by Sage with FreeAgent, supplier and vendor accounts, nominal accounts, VAT codes and tracking categories will automatically sync between the two platforms. 

You can use all this information to analyse bills or invoices in AutoEntry before publishing to FreeAgent, either manually or automatically.

Accountants and businesses that have more than one trading entity can have unlimited client company integrations at no extra cost.

How do I get started with AutoEntry by Sage?

You can connect connect FreeAgent with AutoEntry by Sage and get up and running by following these steps:

1. Sign up for AutoEntry by Sage if you haven't already. All users initially get a free trial of 25 credits, enough for 25 invoices or receipts.
2. Open AutoEntry by Sage and select your business.
3. Go to the 'Integrate' tab on the left-hand side of your business’s home page.
4. Select FreeAgent from the list. 
5. When prompted, log in to FreeAgent (if FreeAgent is already open in the same browser window, you'll probably be logged in automatically). 
6. That's it! You're integrated!