Ready to use today
A chart of accounts with hundreds of categories already set up.
- Home
- Who it's for
- Small businesses and freelancers
Know where your company's money goes without opening a spreadsheet
For those who run the business and have neither the time nor the desire to type in bank statements. Upload the bank file and see the numbers ready.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- At the end of the month, you don't know if you made a profitThe P&L (DRE) shows revenue, expenses and result, month by month.
- Personal account, business account and card all tangled upImport each bank statement and each card statement; every expense gets its own category.
- Your accountant asks for information and it takes you a while to pull it togetherSend a password-protected report with everything organized.
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
Learns from you
Categorize something once and the system recognizes similar ones from then on.
Card expenses in the right place
The card statement comes in item by item, without counting the expense twice.
A cost that follows your activity
Only newly imported transactions use credits. One-time credits or a monthly plan: your choice.
Frequently asked questions
Do I need to understand accounting?
No. If you can download the statement from your bank's app, you already know how to use it.
Does it work for MEI (micro-entrepreneurs) and freelancers?
Yes. It works for any person or company that wants to organize income and expenses from the bank statement.
Can I try it before paying?
Yes. You get 20 days or up to 300 transactions free, whichever comes first, with no credit card.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.