Read in seconds
Date, description, amount and document number of each transaction.
Import your bank's OFX file and see your transactions organized
OFX is the format banks offer for exporting the statement to financial systems. At some banks it appears under the name Money.
Start free trial20 days or 300 transactions, whichever comes first. No credit card.
The problem, and how Categorizei solves it
- I downloaded the OFX and don't know how to open itUpload the file to Categorizei and the transactions appear on screen, ready to categorize.
- Importing twice duplicates everythingNot here: the system recognizes what has already been imported.
- Transactions come in without a categoryAutomatic categorization learns from your confirmations.
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
Overlapping periods
You can upload statements that overlap; only what's new comes in.
Beyond OFX
It also accepts PDF, Excel and CSV.
Straight to the report
P&L and cash flow updated with every import.
Frequently asked questions
What is an OFX file?
It's a standard format for exchanging financial data. The bank generates the statement in this format so that systems can read the transactions without anyone typing them in.
Where do I download the OFX file?
In your bank's online banking or app, on the statement screen, look for the option to export or save. The names vary: OFX, Money or file for financial systems.
My bank doesn't offer OFX. What now?
Use PDF, Excel or CSV. For spreadsheets in an unknown format, the assistant learns when you point out the columns.
Try it with this month's statement
Free for 20 days or up to 300 transactions. No credit card.