Firm-wide bookkeeping knowledge
Accounting software thinks in businesses. Entrio thinks in practices.
The same payees and the same judgements come round again and again across a book. Entrio turns that into rules your firm owns, so juniors code the way seniors would, and every engagement makes the next one faster.
Three tiers
One senior’s judgement, applied by everyone.
Client exceptions first, then firm rules, then the built-in ones.
Client beats firm beats built-in. Write a new rule and it sweeps back over everything already imported.
How the volume actually works
You categorise the patterns, not 4,000 transactions.
On a 4,000-line test statement with heavy payee repeat, setting 19 new client rules took the file from raw import to largely categorised in about ten minutes. Most of that time went into deciding the rules rather than clicking the same supplier over and over.
Real client work varies. One-off lines still need a person, and the review is still yours. But the shape of the job changes: write the rule once, let it file every matching line, then look at what's left.
Every bookkeeping engagement makes the next one faster.
Bookkeeping knowledge usually lives in three bad places: a spreadsheet on someone’s desktop, one client’s ledger, or one experienced employee’s head. All three walk out of the door eventually. In Entrio it becomes part of how the firm works, so when someone leaves, their judgement stays.
FAQ
Questions about firm rules.
How is this different from Xero bank rules?
Xero rules live inside one organisation’s ledger and are built for a business keeping up transaction by transaction. Entrio rules are designed for a practice: built-in UK treatments, firm house rules that apply across every client, and client exceptions where one client is different. Write a rule once and it can sweep back over history already imported.
Who wins when rules conflict?
Client beats firm beats built-in. The exception is recorded on the client, not remembered in someone’s head. Every categorisation shows which tier produced it, so a reviewer can see why a line landed where it did.
Is categorisation AI?
No. Entrio is a deterministic rule engine. Same statement in, same result out. There is no model to retrain, no confidence score to second-guess, and nothing that changes because the model had a different view this week.
Do rules apply retrospectively?
Yes. When you save a new rule it can sweep back over transactions already imported. That is the difference between coding month twelve and redoing the whole year by hand.
What about payees that only appear once?
They stay in review. Rules take care of the repetition, and one-off lines still need your judgement. A one-off shouldn’t become a rule.
Does Entrio replace accounting software rules?
No. Entrio does the prep before your accounting software. Firm rules here prepare the trial balance and cash-basis accounts prep; ongoing bank rules in Xero or FreeAgent still belong there if you keep the live books there.
Founding firms · 22 of 25 places left
Stop re-coding the same payee on every client.
Fourteen days free and no card. A sample client is set up when you sign up, so you can see the whole thing before any real data goes in.
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Solo
£49£33 /month Up to 50 clients -
Practice
£129£86 /month Up to 250 clients -
Firm
£299£199 /month Up to 1,500 clients