Reporting and cash flow
See where you stand. Plan the next move.
Track results and forecast cash with all of your operation's data in one place.
Grow what your team delivers, not the size of your team.
Your operation, connected.Your team, one step ahead.
The AI platform built to give your team its time back. Connect Brazilian and European banks through Open Banking, bring tax and accounting data together, automate the routine and follow your whole operation in one place.
More than 100 million events processed. Join the companies doing more with Openi.
Client storiesSolutions
More power for your team.From finance to accounting and tax.
Connect your data, automate the routine and win back time to decide, on a single platform.
Bank feeds and Open Banking
Connect an account in minutes. Forget downloading statements.
Balances and transactions from Brazilian and European banks, and from crypto wallets, arrive automatically through Open Banking.
Brazilian and European bank accounts and crypto wallets connected to your operation.
Brazilian e-invoices
Your tax routine, finally in order.
Issue, capture and track Brazil's electronic invoices (NF-e, NFS-e and NFCom) in one place.
Illustrative demo: capturing brazilian e-invoices.
Automated reconciliation
Check the exceptions. Trust the rest.
Match bank, invoice and accounting data and spot what doesn't add up.
Illustrative demo: automated reconciliation.
Payments in Brazil
Pay on time.
Approve with confidence.
Capture boletos through DDA, schedule payments and track the bank's confirmations for your Brazilian accounts.
Payments Today
Aurora (supplier)Captured via DDA
R$8,450.00IT servicesSent to the bank
R$2,180.00Power · branch 03Bank confirmed
R$940.00
Illustrative demos of the platform's routines.
See what the agents would do in your operation
Tell us how your finance or accounting routine works today. An Openi specialist will show you where the agents fit in.
Request to the agent
Every week I reconcile statements from three banks against the ERP, and it all still lives in spreadsheets
Artificial intelligence
Agents that follow your rules.And leave the exceptions to you.
Every new transaction is categorized, matched to its invoice and reconciled without anyone clicking. Whatever no rule covers reaches your team with a suggestion ready.
Only the access you grant.
You decide which companies the agent can see and what it may do in each one. Viewing isn't editing, and editing isn't deleting.
It learns from what you approve.
When no rule covers a transaction, the agent suggests a category. Your team confirms it once and the pattern applies from then on.
Every result leaves a trail.
Entries, invoices and reconciliations handled by the agent keep a record of how they got there. If something is off, you find it in the record itself, not in a log file.
Who it's for
For the people who run the operation.And the people who decide what's next.
Finance teams, leadership, and accounting and tax professionals: each with the view and the tools they need, on one platform.
For finance teams
Automate balance and statement collection, reconcile banks against the ERP and track accounts and investments on one platform. More time for cash management and reporting.
For decision-makers
Follow cash flow, P&L and KPIs by entity or cost center, with up-to-date data from the operation. Make investment and growth calls with more confidence.
For accounting and tax teams
Automate reading and categorizing documents against your chart of accounts, with entries posted to the ERP. Capture and issue invoices in one place and track the status of each one.
In practice
The people building Openi.On what changes in the daily routine.
The videos are in Portuguese; the quotes are translated.
“Teams that were supposed to grow fivefold didn't need to. The operation grew in that proportion, but thanks to automation it stayed really lean.”
AI categorization
The AI reads the context before it categorizes. Statement, invoice and tax ID, together.
“Our categorization agent also studies the context: if you made a purchase, it finds the invoice, either through the supplier's tax ID or through what was bought.”
Openi4Devs
Build with Openi.APIs for financial data.
Accounts, transactions, reconciliation, tax documents and boletos: the data Openi already connects, straight into your product.
- Explicit data contracts
- A sandbox to prototype in
- The source of every transaction
List the accounts connected by consent and read their balances, with the institution and the consent behind each one.
GET /v1/accounts/acc_8f2/balance
Authorization: Bearer $OPENI_TOKEN
{
"account_id": "acc_8f2",
"institution": "Itaú",
"available": 412380.14,
"consent_id": "cns_31a"
}Illustrative example. The full contracts are in the documentation.
FAQ
What people ask before signing up.
What Openi is, which banks it connects, where the data comes from and how your operation stays under your control.
Didn't find what you were looking for?
Talk to a specialist and get your answer straight from our team.
Talk to a specialistOpeni connects banks, ERPs and accounting systems in a single flow. It collects balances, statements and transactions, normalizes the data and delivers it ready for your finance and accounting routine, with no spreadsheets and no manual keying.
Demo
See Openiin your operation.
Leave your details. An Openi specialist will get back to you by email.
You leave your details
It takes less than a minute.A specialist gets in touch
To understand your banks, your ERP and what takes up the most time today.You see Openi at work
Reconciliation, categorization and reporting in cases like yours.
