Bank rules software
Teach your books how to categorise repeat transactions once, and stop doing the same work every month.
Most bank transactions repeat: the same software subscription, the same landlord, the same payment processor. A bank rule tells AvrioBooks what to do when it sees one. Set conditions on the description, amount or other fields, choose the account, tax rate and contact, and matching transactions are categorised for you when you import a statement. Rules can split a transaction across several accounts and are applied in priority order.
Read bank feeds vs statement imports and bank reconciliation explained.
Automatic categories
Matching transactions get the right account, tax rate and contact without you touching them.
Flexible conditions
Match on the description, amount and other fields, with operators such as contains, equals and greater than.
Split transactions
Divide one payment across several accounts using percentages or fixed amounts.
Priority order
Put your most specific rules first so the right one wins.
Works on import
Rules apply as you import CSV, OFX, QFX or QIF statements.
Review before you reconcile
Check what the rules did, fix any exception and reconcile with confidence.
Get going in four steps
- Start a free trial and import a bank statement.
- Create a rule from a transaction you categorise often.
- Set the conditions, account, tax rate and any split.
- Import again next month and watch the repeats categorise themselves.
Frequently asked questions
What is a bank rule?
A saved instruction that categorises matching bank transactions automatically, using conditions you set on the description, amount and other fields.
Can a rule split a transaction?
Yes. A rule can divide a transaction across several accounts.
What happens if two rules match?
Rules are applied in priority order, so put the most specific ones first.
Does AvrioBooks have automatic bank feeds?
Not yet. It imports statements as CSV, OFX, QFX or QIF, and bank rules apply to those imports.
How much does it cost?
Plans start at £12 a month per business, excluding VAT, after a 30-day free trial of everything in Premium.
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