PDF, Excel, CSV and OFX
Use whatever file your bank offers.
PDF statement: instead of converting it to Excel, import it directly
People looking to convert a PDF statement to Excel almost always want something else: organized transactions. You can skip the spreadsheet.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- Converters scramble columns and amountsCategorizei reads the PDF from the banks it already knows and delivers the transactions with date, description and amount.
- After converting, you still have to classify everythingAutomatic categorization takes care of the next step in the same place.
- The final spreadsheet doesn't generate reports on its ownP&L (DRE), cash flow and reports by category are ready without formulas.
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, cash flow, by category and by supplier, ready to share.
What you get
Known formats
Itaú, Santander, Nubank, Banco do Brasil, Cora and OMIE.Cash.
Non-standard spreadsheet
The assistant asks you to point out the date, description and amount, and learns the format.
No duplicates
Uploading the same period twice doesn't duplicate anything.
Frequently asked questions
Does Categorizei read PDFs from any bank?
It already knows the formats of Itaú, Santander, Nubank, Banco do Brasil, Cora and OMIE.Cash. For other banks, go with OFX, CSV or Excel, which the assistant can map.
Do scanned PDFs work?
The ideal is the PDF generated by the bank itself, on its website or app. If you have questions about a file, talk to us.
What's the best format to import?
When the bank offers OFX, it's usually the most reliable. PDF, Excel and CSV are also accepted.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.