BridgeBooks vs AutoEntry
BridgeBooks vs AutoEntry — built for QBO firms, not Sage
AutoEntry is owned by Sage and tuned for the Sage ecosystem. QuickBooks Online support exists, but the priority sits on the other side. BridgeBooks is QBO-native, with multi-client workspaces, vendor rules, and duplicate detection designed for accountant-led firms running monthly closes.
Summary
AutoEntry is a Sage-owned receipt + statement capture tool that supports QuickBooks Online as a secondary integration. BridgeBooks is purpose-built for QBO firms — multi-client workspaces, per-client vendor rules, 4-level dedupe against the QBO file, and a workflow tuned for the monthly accounting close.
Want to see AutoEntry directly? Visit AutoEntry
Feature comparison
BridgeBooks vs AutoEntry — side by side
| Feature | BridgeBooks | AutoEntry |
|---|---|---|
| PDF statement OCR | Yes | Yes |
| 1-click push to QuickBooks Online | Yes | Yes |
| Multi-client workspace (one login) | Yes | Yes |
| Per-client vendor + GL rules | Yes | Yes |
| 4-level dedupe against existing QBO transactions | Yes | Partial |
| Multi-cardholder credit card attribution | Yes | No |
| Built primarily for QuickBooks OnlineAutoEntry is owned by Sage — QBO is a secondary destination | Yes | No |
| Pricing model | $10–$20/QBO file/mo | Per-credit, with separate tiers |
| Roadmap controlled by an accounting-software competitor | No | Yes |
Comparison reflects publicly documented features as of the last page update. Verify current AutoEntry capabilities directly with them.
Why teams switch
What AutoEntry costs you today
Owned by Sage
AutoEntry is a Sage product. QuickBooks Online support exists, but feature parity and roadmap priority sit on the Sage side. BridgeBooks is QBO-native — every release ships for QBO first because there is no other side.
Per-credit pricing surprises at month-end
AutoEntry's credit model means a heavy month (catching up a new client, year-end backlog) can blow through a plan tier. Per-firm pricing makes the cost predictable regardless of volume.
Statement processing is one product, receipt processing is another
AutoEntry handles both, but the workflows and pricing are intertwined. Firms that primarily need bank/CC statement import end up paying for receipt-processing capacity they don't use.
How BridgeBooks works
Statement → QuickBooks Online in four steps
- 1
Upload the PDF
Drop one statement or a batch of 12. Bank, credit card, Venmo, Stripe — anything that comes as a PDF.
- 2
AI extracts every transaction
Multi-page statements, multi-cardholder credit cards, mixed checking and CC in one upload — all parsed automatically.
- 3
Review with rules + dedupe applied
Per-client vendor rules auto-code transactions. 4-level dedupe flags anything already in the QBO file. Adjust what needs adjusting.
- 4
Push directly to QuickBooks Online
1-click direct push to the client's QBO file via OAuth. No CSV intermediaries, no manual upload step.
Switching from AutoEntry
What changes when you migrate
- Single login covers every client — no per-client account switching, no parallel browser tabs.
- Per-client vendor rules keep coding scoped to one client's books — no cross-client rule bleed.
- 4-level duplicate detection runs against the existing QBO transaction history before any push.
- Multi-cardholder Chase Ink and Amex Corporate statements are attributed to the correct cardholder automatically.
- Switching from AutoEntry: BridgeBooks runs alongside AutoEntry during the transition — migrate clients one at a time as their next monthly close comes up.
FAQ
BridgeBooks vs AutoEntry — common questions
Bank-specific import guides
Already on BridgeBooks? Each of these walks through importing one specific bank or card into QuickBooks Online.
Import American Express statements
Amex corporate statements pile every cardholder's purchases into one PDF. BridgeBooks reads the statement, attributes each transaction to the right cardholder, and pushes the cleaned-up result into QuickBooks Online.
Read moreImport Bank of America statements
Business Fundamentals checking, Business Advantage credit cards, Business Advantage Banking — same workflow. Upload the PDF, our AI extracts the transactions, review, and push straight to QuickBooks Online.
Read moreImport Brex statements
Brex's QBO integration is good for a single-cardholder workflow, but corporate Brex Card statements with multiple cardholders, plus Brex Cash and Brex Rewards, all need a statement-based approach to land cleanly. BridgeBooks reads the Brex PDF or CSV, preserves cardholder attribution, and breaks out rewards / cash back into their own GL accounts.
Read moreImport Chase statements
Business checking, Ink credit cards, multi-cardholder corporate statements — all in one workflow. Upload the PDF, our AI extracts every transaction, review, and push straight into QuickBooks Online.
Read moreImport Credit Union statements
Most credit unions either don't have a QuickBooks Online bank feed or have one that breaks every few weeks. BridgeBooks reads the statement PDF or CSV directly. Works with Navy Federal, PenFed, BECU, Alliant, State Employees', and the thousands of local CUs accountants actually use.
Read moreImport Mercury statements
Mercury's QBO bank feed is solid for primary checking — but Treasury / IO yield accounts, multi-entity setups, and historical backfills still need a statement-based workflow. BridgeBooks reads Mercury PDFs and CSVs directly, captures yield income, fees, and FX as separate transactions, and pushes everything cleanly to QBO.
Read moreImport Square statements
Square's native QBO sync records each deposit as a lump-sum net amount — accountants then rebuild fees, sales tax, tips, and refunds by hand. BridgeBooks reads Square Settlement and Transactions CSVs directly, splits every deposit into the right GL accounts, and preserves multi-location attribution.
Read moreImport Stripe statements
Stripe doesn't issue traditional PDF statements; accountants stitch together payout CSVs and Balance reports. BridgeBooks reads those CSVs directly, records each payout as a clean QBO deposit, splits out processing fees, refunds, chargebacks, and dispute fees into their own GL accounts, and handles multi-currency correctly.
Read moreImport Venmo statements
Business Profile receipts, personal Venmo payments that should have been on the business account — both get cleaned up and pushed into QuickBooks Online with vendor categorization applied.
Read moreImport Wells Fargo statements
Initiate Business, Navigate Business, Optimize Business checking — plus Wells Fargo Business Platinum and Signify credit cards. Upload the PDF, our AI extracts every transaction, review, and push straight to QuickBooks.
Read more
See BridgeBooks on your own client statements
Book a 20-minute demo — we'll walk through the full workflow on a real statement, answer your firm's questions, and put together a custom quote.
- Upload to reviewed push, end to end
- Run on a real client statement
- A custom quote for your firm
Request your demo
A real person responds — no automated follow-ups.