Categorizei
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  2. Who it's for
  3. Churches and religious institutions

Your church treasury in order and transparent to the community

For treasurers and church offices that handle the finances with little time to spare and need to give a clear account of them.

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

Church treasurer organizing receipts next to the laptop

The problem, and how Categorizei solves it

  • The treasury depends on a spreadsheet only one person understandsThe chart of accounts comes ready, with categories for the religious segment.
  • Reporting on the accounts takes up the whole weekendThe report comes out ready from the imported statement.
  • Volunteers change and the history gets lostEverything stays stored in the account, with a password-protected backup.

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

Specific categories

Fields for the income and expenses of religious institutions.

Transparency report

Ready to present to the leadership and the community.

Manual entries

Record what doesn't go through the bank, such as cash offerings.

Simple to use

No need to understand technology or accounting.

Frequently asked questions

Does it work for other religious institutions and associations?

Yes. The categories can be adapted to each institution's circumstances.

How do I record cash income?

With manual entries. If the amount is deposited and shows up on the statement later, the system reconciles it instead of duplicating it.

How much does it cost for a small church?

You pay per imported transaction: 1 credit per transaction. With little activity, the cost follows suit.

Try it with this month's statement

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

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