Import your Itaú statement and get your transactions categorized
One of the banks most used by businesses and individuals in Brazil. Categorizei already knows the Itaú statement format: upload the file as PDF, Excel, CSV or OFX and stop typing.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
From your Itaú statement to the report
Download the file from the bank
On the website or app, export the statement or the card statement as PDF, Excel, CSV or OFX.
Upload it to Categorizei
The transactions are read in seconds, without duplicating what's already there.
Confirm the categories
The system learns from your choices and starts categorizing on its own.
Open the reports
P&L (DRE), cash flow, by category and by supplier, ready to share.
Descriptions that become categories
Statements come with abbreviated, repetitive descriptions. Common examples of how transactions usually appear:
- PIX TRANSF
- SISPAG FORNECEDORES
- TED RECEBIDA
- TAR PACOTE ITAU
- INT PAG TIT BANCO
You confirm the category once, for example Suppliers, Bank fees or Service revenue, and the system starts recognizing similar transactions on its own.
- No duplicatesRe-uploading the same period doesn't duplicate transactions or use credits.
- Account and card togetherThe card statement comes in item by item and is linked to the payment in the account.
- Ready-made reportsDashboard, P&L, cash flow, by category and by supplier.
Questions about Itaú statements
Does Categorizei recognize Itaú statements?
Yes. The system already knows the Itaú statement format. You upload the file and the transactions are read with date, description and amount.
Which format should I download from Itaú?
On the statement screen in internet banking or the app, look for the export or save option. If OFX is available, choose that format. PDF, Excel and CSV are also accepted.
What about the credit card statement?
It can also be imported. Each purchase gets its own category and the total is linked to the payment that left the checking account.
Does uploading the same month twice create duplicates?
No. The system recognizes transactions that were already imported, and only new transactions use credits.
Try it with your Itaú statement
Free for 20 days or up to 300 transactions. No credit card.
Itaú is a trademark of its respective owner. Categorizei is an independent system and has no affiliation with the institution. The descriptions above are illustrative examples.