All companies under one login
The firm's entire client portfolio in a single account, without switching logins.
- Home
- Who it's for
- Accounting firms
Import each client's bank statement without typing a single transaction
For accounting firms that receive bank statements as PDF, spreadsheets and OFX every month and lose days classifying them line by line.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- Every client sends the statement in a different wayA PDF from one bank, a spreadsheet from another, an OFX from a third. Categorizei reads them all and learns new spreadsheet formats when you point out the columns.
- Closing gets delayed by the classification workAfter the first confirmations, the system categorizes similar transactions on its own. All that's left for the team is the pending list.
- One client's transactions mixed up with another'sEach company is kept separate by CNPJ, with its own chart of accounts and history.
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 (DRE), cash flow, by category and by supplier, ready to share.
What you get
Ready-made, editable chart of accounts
Hundreds of categories in groups, with options by segment. Adjust it for each client.
Re-upload without duplicates
Did the client send the same period again? Nothing is duplicated and no credits are used.
A report to hand over to the client
P&L, cash flow and report by category, shareable with a password.
Frequently asked questions
Does Categorizei replace the firm's accounting system?
No. It takes care of the most time-consuming step: importing bank and credit card statements, categorizing the transactions and generating financial reports ready for the client and for your own review.
How does the firm pay for usage?
With credits: 1 credit equals 1 imported transaction, adding up all the companies in the account. Only new transactions use credits.
Can I use a different chart of accounts for each client?
Yes. Each company has its own chart of accounts and its own categorization history.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.