Security
Built for firms that handle other people’s books.
You are the controller for your clients’ data. Entrio is the processor. Only your firm can see its clients, sensitive identifiers are encrypted at rest, and your data is never used to train AI.
Amounts and descriptions stay readable because a trial balance cannot be computed from ciphertext. We say so rather than implying everything is encrypted.
Firm-scoped tenancy
Every client, statement and journal belongs to one organisation. Staff only see what that firm’s permissions allow. There is no cross-firm client pool.
Sensitive fields encrypted
UTRs, VAT numbers and transaction notes are encrypted at rest. Amounts and descriptions stay readable for reports, as explained on privacy.
No model training
Entrio is not AI. Rules are deterministic. Client data is not used to train a black box, and is not sold or shared with advertisers.
Upload hygiene
Successful imports delete the original file. Entrio keeps the transactions you need for the books, not a permanent archive of every CSV.
Audit without a second copy
Categorisations, rule changes and sign-offs are logged with who and when. Encrypted identifiers are excluded from the log so it never becomes a clear second store of sensitive fields.
Export and exit
CSV and PDF export any time. Client delete and firm-level removal on request. Figures are never held hostage to keep a subscription.
FAQ
Security questions, plain answers.
Who can see my clients?
Only people you invite to your firm. Every client record belongs to one organisation and is scoped to it. There is no shared pool of client data between firms. Within the firm you control roles and permissions.
Is data encrypted?
Sensitive identifiers such as client UTRs, VAT numbers and transaction notes are encrypted at rest in the database. Amounts and descriptions aren’t field-encrypted because reports and payee search need to read them. They’re protected by access control and storage encryption instead. The full breakdown is on the privacy page.
Do you train AI on our data?
No. Entrio has no machine learning model. Categorisation is a deterministic rule engine. There is nothing to train and no reason for client data to leave your firm’s workspace for model improvement.
What happens to uploaded bank files?
After a successful import the uploaded file is deleted. Entrio keeps the transactions, not the CSV. Failed imports keep the file so you can retry without asking the client again.
Can I get data out or deleted?
Yes. Reports export to CSV or PDF at any time. Deleting a client removes their data from your workspace, and you can ask for the firm’s data to be removed entirely.
Where is more detail?
The privacy page covers encryption choices, audit trail exclusions, sub-processor posture and how to contact us about data. This page is the security overview for evaluators; privacy is the operational detail.
Operational detail lives on Privacy & data. If either page stops matching the product, that’s a bug. Please tell us.
Founding firms · 22 of 25 places left
Try it before any real client data goes near it.
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.
-
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