Import without duplicates
Uploaded the same period twice? Nothing is duplicated. The system recognizes what already exists and only brings in what's new.
Already knows the formats of
PDFExcelCSVOFX
Don't see your bank here? No problem: download the statement as Excel or CSV — the system recognizes the format, and an assistant confirms the columns with you the first time. See how it works.
Lost track of where the money goes?
If any of these scenes sounds familiar, Categorizei was made for you.
- End of the month means typing in statementsUpload the bank file and the transactions come in on their own, already categorized.
- You can't tell whether the month made a profitYour P&L and cash flow are ready after every import.
- The credit card statement messes up all the numbersIt comes in purchase by purchase, without counting the expense twice.
- The spreadsheet broke againHere there are no formulas to maintain and no tabs to fix.
- Your accountant asks for the data and it takes you days to gather itSend a password-protected report with everything organized.
From the bank file to the report in five steps
You don't need to know about technology or accounting. If you can download the statement from your bank's app, you already know how to use it.
Import the bank or card statement
Download the file from your bank's website or app and upload it as PDF, Excel, CSV or OFX. Your bank isn't on the list, or it's your own spreadsheet? Download it as Excel or CSV: an assistant confirms the date, description and amount columns with you, and the format is learned for good.
Confirm the first categories
For the first transactions, just confirm the right category. The system turns your choice into a rule and starts recognizing similar ones on its own.
Review only the pending ones
What the system doesn't know yet goes to a short pending list. Everything else comes in already categorized.
Open the report
Dashboard, P&L, cash flow, reports by category and by supplier are ready right away, with no formulas or spreadsheets.
Accountability report ready in seconds
Generate a password-protected report and send it to your partner, client or accountant. They open it on any computer, with no login and nothing to install.
Everything that makes manual work disappear
Each feature exists to take a repetitive task off your financial routine.
Credit card statement item by item
Each purchase gets its own category, and the total is linked to the payment that left the checking account. The expense isn't counted twice.
Categorization that learns from you
You categorize once and the system recognizes similar ones on its own. The pending list shrinks every month.
Ready-made chart of accounts
Hundreds of categories organized in groups, with specific categories by segment, such as law firms and religious institutions. And you can create your own.
Clients and suppliers by CNPJ
Enter the CNPJ (Brazilian company ID) and the company name is filled in automatically. Each record keeps the history of its transactions.
Manual entries with reconciliation
Record what doesn't go through the bank. When the same transaction shows up on the statement, the system reconciles it instead of duplicating it.
Search that finds any transaction
Search by date, description, document, amount or category and get to the transaction in seconds.
Several companies in a single account
Accountants, financial BPOs and anyone with more than one business manage everything with a single login, each company with its own history.
Reports that update themselves with every import
Imported, categorized, it's in the report. You follow the month's result without building anything.
- DashboardThe company's situation on one screen: income, expenses and result.
- Income Statement (P&L)Income statement by account group, month by month.
- Cash flowHow much came in, how much went out and the balance for each period.
- By categoryWhere the money is going, from the largest expense to the smallest.
- By supplierHow much you pay each supplier and receive from each client.
- ShareableA password-protected report for your partner, client or accountant.
Cash flowOct to Mar
IncomeR$ 84.310
ExpensesR$ 61.742
ResultR$ 22.568
Made for those who import every month — or are about to catch up on everything now
Went months without importing? Select all the statements for the period at once — a whole year, or more if needed — and the system processes everything together. Choose your case and see what changes in your routine.
Each client in its place
Each client company is kept separate by CNPJ, with its own chart of accounts and history. One client's transactions never mix with another's.
- All companies with a single login
- Monthly closing without retyping statements
- Report ready to hand over to the client
More clients with the same team
Handle the financial routine of several clients at the same time, each with its own history, and take advantage of what was learned in categorizing similar companies to gain speed.
- Your whole client portfolio in one account
- Learned rules speed up new clients
- Shareable password-protected report
Finances linked to each case
For law firms and independent lawyers: financial control linked to case, folder, interested party, client and defendant, right on the categorized transaction.
- Breakdown by case
- Categories specific to the legal field
- Court costs and fees kept apart without spreadsheets
Clear accountability
Each condominium bill, such as water, electricity, maintenance and reserve fund, arrives already categorized and ready to present to the residents.
- One record for each condominium
- Report by category for the owners' meeting
- Password-protected sharing
Transparency with the community
Fields and categories specific to the income and expenses of religious institutions, with a transparency report ready for accountability.
- Chart of accounts for the segment
- Treasury without depending on spreadsheets
- Simple report to present
Finances in order, no accounting course needed
Organize the company's money without manual spreadsheets. Know how much came in, how much went out and where it went, and send everything ready to your accountant.
- Chart of accounts ready to start today
- Checking account and card in the same place
- Free trial to start with no commitment
Your data is yours. Not even Categorizei can open your backup.
Financial information calls for real care, and it comes built in.
Backup with your own password
Generate a full backup protected by a password only you know and restore your account whenever you need.
Encrypted automatic copies
The server keeps encrypted automatic backups, without you having to remember.
Clear rules
Terms of Use and Privacy Policy always available inside the system.
Responsible disposal
Abandoned accounts have their data discarded, always after email notices.
Fits easily into your month
You try it for free, no card needed. After that, the monthly plan already includes an allowance of transactions — designed for your real volume, so you neither run short nor pay for leftovers.
Free trial
20 days or up to 300 transactions
Whichever comes first. Enough time to import a whole month and see your P&L ready.
- No credit card
- All features unlocked
- Chart of accounts ready from the first login
After the trial
Monthly PF/MEI (individuals and micro-entrepreneurs) — R$ 80,00/month, with 275 transactions included. An individual importing their own statement uses 26 a month on average — less than 10% of the plan.
Monthly Standard — R$ 187,00/month, with 467 transactions included. A small business has between 100 and 130 a month on its statement — 21% to 28% of the plan.
- Each imported transaction uses 1 credit from the allowance; only new transactions count
- Re-uploading the same period costs nothing
- Went over the allowance in a peak month? Top up with a one-off credit package without changing plans — the bigger the package, the lower the cost of each credit
PixCardBank slip (boleto)
Founding customers
Sign up by 31/10 and pay 50% less for the first 3 months.
100 spots
Monthly plans
-50%
Monthly PF/MEI
was R$ 80,00
R$ 40,00/month
50% off the first 3 months · sign up by 31/10
275 transactions included
Start free trial
-50%
Monthly Standard
was R$ 187,00
R$ 93,50/month
50% off the first 3 months · sign up by 31/10
467 transactions included
Start free trial
-50%
Monthly Silver
was R$ 500,00
R$ 250,00/month
50% off the first 3 months · sign up by 31/10
800 transactions included
Start free trial
-50%
Monthly Platinum
was R$ 1.000,00
R$ 500,00/month
50% off the first 3 months · sign up by 31/10
1.800 transactions included
Start free trialOne-off credit packages
- Mini: 100 credits for R$ 55,00
- Small: 300 credits for R$ 150,00
- Medium: 1.000 credits for R$ 400,00
- Large: 3.000 credits for R$ 1.050,00
The Founding customers discount applies only to the monthly fee, not to one-off packages.
Refer and earn
Did the company you referred make its first payment? You get R$ 40 and it gets R$ 20 in credit. Receive it as credits in the system or withdraw it via Pix.
R$ 40for you
R$ 20for the company you referred
Find exactly what you're looking for
Short guides (in Portuguese) on each task Categorizei solves, by type of business and by bank.
By task
By type of business — yours is here too
By bank
- Import Itaú statements
- Import Santander statements
- Import Nubank statements
- Import Banco do Brasil statements
- Import Cora statements
- Import OMIE.Cash statements
Don't see your bank? Download the statement as Excel or CSV — the system recognizes the format and confirms the columns with you.
Frequently asked questions
Do I need to know about technology or accounting to use it?
No. You download the statement from your bank, upload the file and confirm the categories the system suggests. The chart of accounts comes ready and the reports are generated with no formulas or spreadsheets.
Which banks and file formats does Categorizei accept?
PDF, Excel, CSV and OFX. It already automatically recognizes the Brazilian banks Itaú, Santander, Nubank, Banco do Brasil, Cora and OMIE.Cash. Any other bank works too: download the statement as Excel or CSV and an assistant confirms with you, the first time, which column is the date, the description and the amount — after that the system recognizes it on its own. If your bank only offers PDF and isn't on the list yet, talk to us and we'll build a reader for it.
What happens if I upload the same statement twice?
Nothing is duplicated. The system recognizes the transactions that already exist, and only new transactions use credits.
How do credit card statements work?
The statement is imported item by item and each purchase gets its own category. The total is linked to the payment that left the checking account, so the expense isn't counted twice. Today the system reads card statements from Itaú (Excel, CSV and PDF), Banco do Brasil and Linker (PDF).
How much does it cost after the free trial?
Inside the system you choose between a monthly plan, which already includes an allowance of transactions (most customers use only a fraction of it), and one-off credit packages for when you go over the limit — the bigger the package, the lower the cost of each credit. Only new transactions use credits; re-uploading the same period costs nothing. Payment is by Pix, card or boleto (Brazilian payment methods, in Brazilian reais).
Can I manage several companies in the same account?
Yes. Accountants, financial BPOs and anyone with more than one business manage all their companies with a single login, each with its own chart of accounts and history.
Is my financial data safe?
Yes. You can generate a full backup protected by a password only you know, which not even Categorizei can open, and restore your account from it. The server also keeps encrypted automatic backups.
How do you spell Categorizei and what does the name mean?
It's spelled Categorizei, with a z and ending in i. It comes from the Portuguese "eu categorizei" ("I categorized"): the work of classifying the statement is already done. The address is categorizei.com.br.
How does the referral program work?
When the company you referred makes its first payment, you get R$ 40 and it gets R$ 20 in credit. You choose to receive it as credits in the system or withdraw it via Pix.
See the full conditions (including the deadline to say who referred you) inside the system, in the My Plan > Referral tab.
Your financial life organized, without the hassle.
Import this month's statement now and see your transactions categorized in minutes.
Start free trialContact Us
Questions, suggestions or a demo request. We reply during business hours (Brazil time).