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.
Entrio doesn’t replace your accounting software. It replaces the hours before you open it.
Three tiers
One senior’s judgement, applied by everyone.
Built-in standards, firm policy, client exceptions — in that priority order.
Client beats firm beats built-in. Write a new rule and it sweeps back over everything already imported.
How the volume actually works
You don’t categorise 4,000 transactions. You categorise the patterns.
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 — not clicking the same supplier over and over.
Real client work varies: unique lines still need a human, and review still belongs to you. The point is the shape of the job — write the rule once, apply it to every matching line, then review the exceptions.
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.
Where Entrio fits
Rules prepare the year. Accounting software still holds it.
Entrio is the preparation layer: statements in, review-ready trial balance out. Xero, FreeAgent, Sage and accounts production stay where the finished work lives.
- Statements arrive
- Paste into Excel
- Categorise line by line
- Hunt for duplicates
- Check transfers
- Reconcile
- Assemble a trial balance
Hours per client, every time
- Import the statements as the bank produced them
- Categorise on your firm’s rules
- Review the exceptions, not the routine
- Reconcile — gaps surface before export
- Trial balance that foots both ways
Minutes of review instead of hours of typing
- Statutory accounts
- VAT returns and payroll
- Corporation tax
- Companies House filing
- Invoicing and client access
Carries on exactly as it does today. Nothing needs migrating.
Entrio doesn’t replace your accounting software. It replaces the hours before you open it.
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 genuinely differs. 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?
Those stay in review — that is the point of a review inbox. Rules collapse the repetition; unique lines still need judgement. You do not pretend a one-off is a policy.
Does Entrio replace accounting software rules?
No. Entrio doesn’t replace your accounting software. It replaces the hours before you open it. 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.
Proof, not promises
We can’t show you a case study yet. We can show you the arithmetic.
No case studies yet — we’re taking our first firms now. What we can do is let you check the arithmetic, which is the only claim that matters here anyway.
We’d rather show you a reconciliation you can pick apart than a testimonial you can’t check.
Founding firms · 20 of 25 places left
Bring the rules your seniors already carry in their heads.
We’re taking our first firms as founding members. If your firm’s consistency lives in one person’s judgement, you are exactly who the rule engine is being sharpened with. 33% off, locked for as long as you stay. Best suited to firms who like sharpening the tools they work with.
Tell us what your firm actually needs. What fits real practice gets built.
Talk to the person building Entrio — not a ticket queue.
Founding firms get first response when something needs fixing or explaining.
Keep your founding rate for as long as you stay — it never expires, never rises.
Pricing
Priced per practice, not per statement.
Unlimited uploads on every plan. The work bunches at year-end, and that is exactly when you shouldn’t be watching a meter.
One bookkeeper, a manageable list of clients.
- Up to 50 clients
- 1 team member
- Unlimited statement uploads
- Your own chart of accounts & firm rules
Need a little more? Add 10 clients for £10/mo, or a team member for £29/mo — no need to jump a tier.
Start on SoloA small firm with staff and a full client book.
- Up to 250 clients
- 5 team members
- Unlimited statement uploads
- Your own chart of accounts & firm rules
Need a little more? Add 25 clients for £15/mo, or a team member for £25/mo — no need to jump a tier.
Start on PracticeA full practice, counted generously.
- Up to 1,500 clients
- 25 team members
- Unlimited statement uploads
- Your own chart of accounts & firm rules
Need a little more? Add 250 clients for £60/mo, or a team member for £15/mo — no need to jump a tier.
Start on FirmEvery plan starts with a 14-day free trial No card required Cancel anytime
Stop re-coding the same payee on every client.
Start free. Import one statement. Write a handful of rules. See how much of the year was actually the same twenty suppliers over and over.