AutoEntry Multi-Account Limitations: What Accountants Need to Know

AutoEntry uses a project-based organization system for bank statement processing. When you upload bank statements, AutoEntry groups all extractions by account number under each project, with each account having its own extraction.

This means if you upload multiple statements from different accounts, you need to either:

• Upload each account's statements to separate projects manually
• Rely on AutoEntry to organize them by account number after processing (if they're already separated)
• Use the same project for recurring uploads, and AutoEntry will add new statements to existing account extractions

The critical limitation: AutoEntry does not automatically detect multiple bank accounts within a single PDF file. If a client sends you a consolidated PDF containing statements from their checking account, savings account, and credit card, AutoEntry won't intelligently separate these into distinct extractions.

This creates manual overhead for accounting firms managing multiple clients who each have multiple accounts. You'll spend time organizing files, creating projects, and ensuring each account is properly tracked—time that could be spent on higher-value advisory work.

AutoEntry enforces a 199-page maximum per PDF file when uploading documents from your computer. For accounting firms processing year-end statements or consolidated multi-account documents, this limitation creates additional friction.

Consider a common scenario: A small business client sends you 12 months of statements across 4 accounts (checking, savings, credit card, line of credit). That's potentially 48-96 pages depending on transaction volume. If they've consolidated everything into a single PDF, you're well within the limit—but AutoEntry still won't automatically separate the accounts.

The real challenge isn't just the page limit—it's the combination of file size restrictions and manual organization overhead. For firms processing large volumes of statements, these limitations compound quickly.

When processing multiple bank accounts in AutoEntry, you'll frequently encounter inter-account transfers—money moving from checking to savings, credit card payments from checking, line of credit draws, etc.

AutoEntry requires manual transfer matching to prevent duplicate entries. The process involves:

• Identifying transactions that appear in multiple account statements
• Using the Transfer icon to match a transaction with its corresponding entry in another account
• Processing bulk transfers between internal accounts (if using AccountsPrep)
• Manually verifying that all inter-account movements are properly matched

For a business with 4 accounts, you might have 10-20 inter-account transfers per month. Multiply this across 30 clients, and you're spending hours each month-end close on manual matching work.

The multi-account limitations in AutoEntry create compounding efficiency problems as your firm scales:

Modern bank statement processing tools eliminate these limitations through AI-powered automation, allowing firms to focus on delivering value rather than organizing files.