LucaLedger vs AutoEntry
Built for accounting & tax firms · Extraction included, not metered · SOC 2 ready
The quick verdict
- Flexible per-document capture: AutoEntry
- Best all-in-one (extraction + books + tax): LucaLedger
- Pay-as-you-go for variable volume: AutoEntry
- Stop metering extraction per document: LucaLedger
AutoEntry is a good capture tool; LucaLedger is the platform that capture belongs to.
Side-by-side
| AutoEntry | LucaLedger | |
|---|---|---|
| Owner | Sage (acquired 2019) | , |
| Document extraction (line items) | ✓ (per-credit) | ✓ (included) |
| Keeps the books | ✗ | ✓ |
| Tax preparation | ✗ | ✓ 1040, 1120, 1120-S, 1065 |
| Tax planning | ✗ | ✓ |
| Client portal | ✗ | ✓ |
| Integrations | Sage, Xero, QuickBooks + | does the work natively |
| Pricing | per-credit, scales with volume | Schedule a demo |
AutoEntry owns the flexible-per-document-capture row; LucaLedger owns everything downstream. For the cost angle, see the AutoEntry alternative page.
When to choose AutoEntry
- You're committed to Sage, QuickBooks, or Xero and want flexible, pay-as-you-go capture.
- Your monthly document volume varies and you want to pay only for what you capture.
- Clean line-item extraction is your priority and your other tools are settled.
When to choose LucaLedger
- You want extraction included in the platform that keeps the books and prepares the return.
- You'd rather not meter capture per document as you scale.
- You want the books, the return, planning, and the portal in one system.
Migrating from AutoEntry
Lock-in is minimal, AutoEntry is a feeder, not the system of record. The switch is simply that you stop needing a separate, metered capture tool: when LucaLedger does extraction natively and books it, the AutoEntry credits go away. The one task to plan is re-creating any supplier/categorization rules.
Frequently asked questions
Is AutoEntry a bookkeeping system?
No, it captures document data and publishes to Sage/QuickBooks/Xero. LucaLedger keeps the books and adds tax prep.
Does AutoEntry do tax?
No. LucaLedger prepares 1040, 1120, 1120-S, and 1065.
Will I stop paying per document?
Yes, LucaLedger includes extraction in the platform, with no per-document credits.
Is LucaLedger SOC 2 compliant?
LucaLedger is SOC 2 ready, controls and evidence in place.
How we compare: based on each vendor's public documentation and pricing, hands-on use, and LucaLedger's capabilities as of June 2026. We build LucaLedger and have worked to represent AutoEntry fairly. Last updated June 2026.