Pending list
Only what the system doesn't know yet waits for you.
Categorize your bank statement automatically, not line by line
Classifying transactions by hand is the most repetitive job in finance. Categorizei does it for you and gets better with every import.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- Hundreds of transactions to classify every monthConfirm the category of the first ones and the system turns your choice into a rule.
- Bank descriptions that are hard to understandThe system recognizes patterns such as PIX, TED, direct debit and bank fees.
- Everyone classifies things differentlyThe learned rules keep the same category for similar transactions.
How it works
Download the file from your bank
On the website or app, export the bank or credit card statement as PDF, Excel, CSV or OFX.
Upload it to Categorizei
The transactions are read in seconds, without duplicating what's already there.
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
Continuous learning
The more you use it, the less work is left.
Ready-made chart of accounts
Hundreds of categories organized in groups.
Instant reports
Once categorized, it already shows up in the P&L and cash flow.
Frequently asked questions
How does the system know the right category?
It learns from your confirmations. When you categorize a transaction, the next ones with a similar description go into the same category.
Can I correct a category?
Yes. You can change the category of any transaction and create your own categories.
Does it work with any bank?
It accepts PDF, Excel, CSV and OFX. It already knows Itaú, Santander, Nubank, Banco do Brasil, Cora and OMIE.Cash, and it learns new spreadsheet formats.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.