Meet Transactions on Enty — Your Business Finances, Finally in One Place
Let’s be honest. No one started a company just to spend hours copy-pasting payments from bank statements or chasing receipts from vendors. But somehow, that’s where too many entrepreneurs and small business teams end up:
Juggling spreadsheets
Downloading monthly statements
Hunting for receipts
Emailing files to the accountant
If this sounds familiar, Transactions on Enty was built for you. And here’s the best part: it’s not just about tidying up — it’s about unlocking faster accounting and smarter financial decisions.
Transactions: The Missing Link Between Daily Operations and Real Accounting
Whether you work with an accountant or handle bookkeeping yourself, Transactions is the foundation. This is where raw activity — payments, transfers, invoices — becomes structured financial data that powers:
Frictionless monthly/annual accounting
Accurate, on-demand financial metrics in the Finances dashboard
A clear, stress-free picture of your company’s health
When everything is organized and categorized at the transaction level, reporting doesn’t have to be a painful “end-of-month” chore. It’s just the next logical step.
Why SMEs Love It: Real Problems, Solved
❌ Problem #1: You’re drowning in manual work and scattered files
✅ Solved: Connect your bank once — transactions sync daily, no input needed.
❌ Problem #2: You’re always missing a document at the worst moment
✅ Solved: Upload in bulk, forward via email, or sync automatically from Enty’s invoicing and contracts.
❌ Problem #3: Your accountant chases you for clarifications
✅ Solved: Real-time document matching, clear flags, and shared communication in the platform.
❌ Problem #4: You don’t trust your dashboard — numbers feel off
✅ Solved: Categorized and validated transactions flow straight into Finances, giving you up-to-date, realistic metrics — not outdated guesstimates.
Who’s This For?
SMEs and solo founders who want visibility without hiring a bookkeeper
Remote teams who need to collaborate on finances and reporting
Anyone tired of last-minute scrambling before a tax deadline
Entrepreneurs who use Enty for contracts, invoicing, or company admin and want a smarter financial process to match
How It Works
Step 1: Sync Your Transactions
Connect your bank (EU & UK banks supported), and we’ll automatically pull in transactions every day. Alternatively, upload your statements in CSV format — the platform will process them for you.
→ This is where it all starts: reliable, complete, real-time data.
Step 2: Add Context with AI + Custom Categories
Our system analyzes your business and builds a custom category structure — income, expenses, taxes, and more. We then automatically categorize transactions based on logic that you can tweak anytime.
We’ll even detect charges like tax prepayments or bank fees that don’t need supporting docs and label them as "Document is not needed."
→ The more complete and accurate your transaction data, the less time you spend during Accounting, and the more useful your financial dashboards become.
Step 3: Set Workflows and Let Enty Do the Repeating
Example rules:
Description: Stripe payouts → Category: Sales income
Counterparty: Meta Ads → Category: Marketing, Hide in Statistics
You define it once — we apply it every time (even retroactively).
→ Say goodbye to repetitive edits and hello to consistency that accountants love.
Step 4: Catch Large Expenses Before They Surprise You
We flag expenses as suspicious if they’re much higher than what you usually spend — specifically, more than 95% of your past expenses. You’ll get notified in-app, in your Inbox, and by email — but we won’t bother you about internal transfers.
→ It’s like having a financial assistant who taps you on the shoulder when something looks off.
Use the “Suspicious expenses → Alerted” filter to investigate further.
Step 5: Upload, Email, or Sync Documents
Upload documents in bulk directly in the Accounting period
Forward them to your Enty email address (set auto-forward rules!)
Or skip the hassle — invoices and contracts created in Enty sync automatically
Our system uses OCR to read details and auto-match files with transactions.
→ The result? Your accountant already has what they need before they even ask.
Step 6: Match Transactions to Documents — or Let Enty Handle It
When the data lines up — amount, date, and vendor — we automatically suggest a match. You just confirm it. Or, attach manually with a click from your document inbox.
Transactions with missing or rejected docs are clearly marked and filterable, so nothing gets lost.
→ Every match brings you one step closer to a complete, accountant-ready picture — and a more accurate real-time P&L in your Finances dashboard.
Step 7: Preview, File, Repeat
By the time your Accounting period ends, most of the heavy lifting is already done. No more inboxes full of Excel files and PDF attachments. Just check Transactions section or Accounting page of the corresponding period to see which and why transactions or supporting documents were rejected by the accountant
→ That’s less admin for you, and faster filing on our side.
Step 8: Get Your Insights from Finances
Everything you do in Transactions flows directly into your Finances dashboard:
Live Profit & Loss statements
Monthly revenue vs. expenses
Breakdown by category or vendor
Charts and insights you can act on
The more you keep Transactions clean and up to date, the more realistic, actionable your financial insights become. You don’t have to wait until year-end to know how your business is doing.
This Isn’t Just a Feature. It’s Your New Habit
✅ Keep your transactions clean
✅ Upload and match docs as you go
✅ Let Enty automate the rest
✅ Watch your financial reports get easier — and more insightful — every month
Transactions turns accounting from a once-a-year stress into an ongoing, manageable habit that powers better business decisions.
