Categorizei
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  3. Condominiums and property managers

The condominium's accountability report, ready from the bank statement

For building managers and property managers who need to show residents, clearly, where every cent went.

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20 days or 300 transactions, whichever comes first. No credit card.

Building manager in the lobby of a condominium holding a tablet

The problem, and how Categorizei solves it

  • Putting together the accountability report takes daysThe statement's transactions already arrive sorted by category.
  • Residents question expensesThe report by category and by supplier shows every expense.
  • Several accounts and several condominiumsEach condominium has its own record, within the same account.

How it works

  1. Download the file from your bank

    On the website or app, export the bank or card statement as PDF, Excel, CSV or OFX.

  2. Upload it to Categorizei

    The transactions are read in seconds, without duplicating what already exists.

  3. Confirm the categories

    The system learns from your choices and starts categorizing on its own.

  4. Open the reports

    P&L (DRE), cash flow, by category and by supplier, ready to share.

What you get

Everyday condominium categories

Water, electricity, maintenance, payroll, reserve fund and any you create.

Suppliers with history

See how much each service provider received in the period.

Password-protected report

Send it to the board or to the residents without creating logins.

Quick search

Find a payment by date, amount, description or document.

Frequently asked questions

Can a property manager handle several condominiums?

Yes. Several companies or condominiums are managed in a single account.

Can the report be sent to the residents?

Yes. It's password-protected and opens on any computer, with no login.

What if the condominium's bank isn't on the list?

Upload the spreadsheet or the PDF of the statement. For unfamiliar spreadsheets, the assistant learns the format when you point out the columns.

Try it with this month's statement

Free for 20 days or up to 300 transactions. No credit card.

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