Import your OMIE.Cash statement and get your transactions categorized
Omie's digital business account, used by companies and accounting firms. Categorizei already knows the OMIE.Cash format: upload the accounts payable or receivable report as CSV and stop typing.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
From your OMIE.Cash statement to the report
Download the report from OMIE.Cash
Export the Accounts Payable or Accounts Receivable report as CSV.
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 recebido
- Pix enviado
- Pagamento de boleto
- Transferência
- Tarifa
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.
- Straight to the reportAs soon as the category is confirmed, the transaction shows up in the P&L and cash flow.
- Ready-made reportsDashboard, P&L, cash flow, by category and by supplier.
Questions about OMIE.Cash statements
Does Categorizei recognize OMIE.Cash statements?
Yes. The system already knows the OMIE.Cash statement format. You upload the file and the transactions are read with date, description and amount.
Which format should I download from OMIE.Cash?
In OMIE.Cash, export the Accounts Payable or Accounts Receivable report as CSV. That's the file Categorizei reads.
What about the credit card statement?
Not yet. Today, reading credit card statements works for Itaú (Excel, CSV and PDF) and Banco do Brasil. For OMIE.Cash, you can enter the card purchases manually until support for this bank's card statements arrives.
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 OMIE.Cash statement
Free for 20 days or up to 300 transactions. No credit card.
OMIE.Cash 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.