Dashboard
Income, expenses and result on one screen.
P&L (DRE) and cash flow ready from your bank statement
The reports build themselves from your categorized transactions. You follow the month's result without a spreadsheet.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- The cash flow spreadsheet is always out of dateHere, once it's imported and categorized, it's in the report.
- Formulas break and nobody trusts the numbersThe reports come ready, with no formulas to maintain.
- Your partner and accountant keep asking for the dataSend a password-protected report.
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
P&L
Result by account group, month by month.
Cash flow
How much came in, how much went out and the balance for each period.
By category and by supplier
Where the money goes and who receives it.
Frequently asked questions
Do I need to know how to put together a P&L?
No. The chart of accounts already organizes the categories into groups and the report is built automatically.
Do the reports include the credit card?
Yes. The card statement is imported item by item and the payment isn't counted twice.
Can I send the report to someone who doesn't use the system?
Yes. The shareable report is password-protected and opens on any computer.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.