Your whole client portfolio in one account
Each client kept separate, with its own history, and you with a single login.
- Home
- Who it's for
- Financial BPO
Serve more financial BPO clients with the same team
Import bank and credit card statements for your whole portfolio, build on what the system has already learned and deliver reports without putting together spreadsheets.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- Each client's routine eats up hours of typingThe bank file goes straight in and the transactions arrive categorized.
- A new client means starting from scratchCategorization learning across similar companies speeds up bringing in new clients.
- The monthly report turns into a projectDashboard, P&L (DRE) and cash flow update with every import.
How it works
Download the file from your bank
On the website or app, export the bank or card statement as PDF, Excel, CSV or OFX.
Upload it to Categorizei
The transactions are read in seconds, without duplicating what already exists.
Confirm the categories
The system learns from your choices and starts categorizing on its own.
Open the reports
P&L, cash flow, by category and by supplier, ready to share.
What you get
Card statements without double counting
Imported item by item and linked to the payment in the checking account.
Reconciliation of manual entries
What was entered by hand is reconciled when it shows up on the statement.
Password-protected delivery
Send a protected report to the client, without creating a user for them.
Frequently asked questions
How many companies can I have in the same account?
You manage several companies with a single login. Usage is counted per imported transaction, not per company.
Does my client need access to the system?
No. You generate a password-protected shareable report and they can open it on any computer.
Does it work with my clients' banks?
The system accepts PDF, Excel, CSV and OFX and already knows the formats of Itaú, Santander, Nubank, Banco do Brasil, Cora and OMIE.Cash. Spreadsheets from other banks are mapped with the help of an assistant.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.