Which banks can I connect?

The 800+ institutions participating in Brazil's Open Finance, with the account holder's consent, plus European banks through Open Banking and direct bank integrations.

No. Openi is a technology company: it doesn't lend money or hold funds. It reads, processes and delivers the data to your team.

Do I need to replace my ERP?

No. Openi works alongside the ERP you already use, such as SAP, TOTVS Protheus, Oracle or MXM, and delivers data already reconciled and categorized.

Does it handle several companies and banks at once?

Yes. Each company in the group connects its own accounts, with its own rules, and the cash view puts everything together or splits it by entity.

Who decides on what doesn't match?

Your team. What the rules resolve moves on; what doesn't match lands in a queue with context for someone to decide.

Companies and groups

Your group's finances.In one view.

For CFOs, controllers and treasury teams with accounts at several banks, more than one legal entity and an ERP that needs data ready to post, not raw.

Book a demo Talk to a specialist

Stock photo

Group accounts today

ItaúHolding · Wire received R$48,000.00Service revenueMatched to invoice 2291Reconciled
BradescoBranch 03 · Boleto paid R$3,912.40ElectricityCC OperationsReconciled

Sample data.

Why it's different

Every company in the group.One bank, one portal, one spreadsheet.

The more entities and accounts you run, the more the close depends on someone downloading statements and pasting them into a spreadsheet. The number reaches the board after it has already changed.

01Scattered statementsEvery account in its own portal, every bank in its own format.
02A close run in spreadsheetsReconciliation and categorization done by hand before anything reaches the ERP.
03Cash in the rearview mirrorThe group's position only shows up once the month is closed.

How long does your team take to say how much cash the group has today?

Book a demo

Already running this way

SolarGrid.In practice.

Solar energy

A whole group's statements and entries in its ERP

SolarGrid Group's finance team spent more than 100 hours a month logging into banks, posting fees and putting statements together for the auditors. Statements now arrive through Brazil's Open Finance and StarkBank, are categorized by rule and exported to MXM.

of manual work automated every month: 100+ h

Read the full case

For every size

From your first entity.To the whole group.

The routine is the same at any size: statements, reconciliation, categorization and invoices. What changes is how many accounts, companies and rules go into it.

Small businesses
Close the month without spreadsheets. With the ERP you already use.
Statements arriving on their own through Open Banking, reconciliation with Omie, Conta Azul or Bling (Brazilian ERPs) and invoices in one place. Start with one routine and add the rest.
Mid-sized companies
Know your cash today. Without waiting for the close.
Accounts at several banks read in the same format, matched against the ERP and categorized by cost center. Treasury sees today's position; controllership closes on ready data. That's how Unisuam reads 30 accounts through Brazil's Open Finance.
Enterprises and groups
The group in one view. Each entity with its own rules.
Holding, branches and units with accounts at different banks, rules per company and entries posted to SAP, TOTVS Protheus or MXM. That's how Grupo SolarGrid automated more than 100 hours of work a month.

Bank and crypto connectivity

Every account.One statement.

Balances and transactions from every bank and every company in the group arrive on their own, in the same format, through Open Banking and direct bank integrations.

800+ institutions in Brazil's Open Finance
Accounts, credit cards and investments
Consent scoped and time-limited per institution

Explore Bank and crypto connectivity

Transactions received

Pix received · Distribuidora AuroraR$12,480.00Itaú · Open FinanceReceived
Boleto payment · Branch 03 power bill-R$3,912.40Bradesco · VANReceived
Wire received · Contract 2291R$48,000.00Santander · Bank APIReceived
Deposit · USDT converted to reaisR$25,000.00Crypto walletReceived

Sample data.

Reconciliation

Bank and ERP matched.Only mismatches reach treasury.

Every transaction is matched to its ERP entry by rules. Whatever doesn't match goes to a queue with both sides in view.

Unmatched, different amount or duplicate
Rules per company and per account
Results sent to the ERP

Explore Reconciliation

Exceptions queue

1,271 of 1,274 reconciled

Amount differsTo review
Itaú · Wire 8,540.00ERP · Item 4471 · 8,450.00
No matchTo review
Inter · Debit 1,260.00No entry in the ERP
DuplicateTo review
Bradesco · Boleto 3,912.40ERP · 2 identical items

Sample data.

Reporting and analytics

Cash, P&L and KPIs.By company or cost center.

The same data that closes the month feeds the consolidated cash view and the forecast for the weeks ahead.

Daily position across every account
Cash forecast built on operational data
Views by company and by cost center

Explore Reporting and analytics

Consolidated position

R$1,758,584.84

Itaú · Bradesco · Santanderforecast

Sample data.

Integrations

Works with what you already use.ERPs, banks and accounting systems.

Statements come in through Open Banking and bank integrations; the result goes to each company's ERP, with no change of system.

800+ institutions in Brazil's Open Finance
SAP, TOTVS Protheus, Oracle, MXM, Omie and more
A log of every sync

See the integrations (in Portuguese)

Active connectors

Synced 2 min ago
Synced 6 min ago
Synced 11 min ago
Synced 14 min ago

Sample data.

Today vs. with Openi

The same close.Without the manual work.

Today

With Openi

TodaySomeone logs into each bank, downloads the statement and pastes it into a spreadsheet.
With OpeniBalances and statements for every account arrive on their own, in the same format.
TodayReconciliation is done line by line before anything goes to the ERP.
With OpeniRules match statement and ERP entry; only mismatches reach the team.
TodayEvery entry is keyed in with GL account and cost center.
With OpeniAccount and cost center suggested by your rules and your history.
TodayThe group's cash position shows up after the close.
With OpeniCash for each company and for the group in view, on data that's already reconciled.

Every operation

Every kind of operation.In companies and groups.

Kinds of operation in companies and groups
Operation	Where Openi comes in	Routines
Multi-entity groups	Holding, operating companies and branches at different banks, read in one place.	Consolidated group statement · Rules per company · Cash per entity and for the group
Controllership	A close built on data that's already reconciled and categorized, not on this week's spreadsheet.	Suggested GL account and cost center · Exceptions queue before the close · A trail for every entry
Treasury	Today's position without logging into a bank portal, with boletos captured via DDA and bank return files tracked.	Balances for every account · Boletos captured via DDA · Bank return files tracked

Multi-entity groups
Where Openi comes in
Holding, operating companies and branches at different banks, read in one place.
Routines
Consolidated group statement · Rules per company · Cash per entity and for the group
Controllership
Where Openi comes in
A close built on data that's already reconciled and categorized, not on this week's spreadsheet.
Routines
Suggested GL account and cost center · Exceptions queue before the close · A trail for every entry
Treasury
Where Openi comes in
Today's position without logging into a bank portal, with boletos captured via DDA and bank return files tracked.
Routines
Balances for every account · Boletos captured via DDA · Bank return files tracked

For every team

One set of data.Each team gets what it needs.

Finance
Statements that arrive on their own, daily reconciliation and payments tracked until the bank confirms them.
Accounting
ERP entries that already carry GL account and cost center, following each company's chart of accounts.
Tax
Invoices issued and received in one place, tied to the payment that settled them.

How it starts

Start with one routine.Add the rest later.

01
Connect the accounts
Each company authorizes its banks once, with a defined scope and duration.
02
Plug in the ERP
Openi works alongside the ERP you already use and delivers data reconciled and categorized.
03
Set the rules
Each company's chart of accounts, cost centers and reconciliation rules.
04
Handle only the exceptions
What the rules resolve moves on; what doesn't match lands in the queue with both sides in view.

Security

The data moves.You stay in control.

From consent to delivery, every piece of data has a source and every step leaves a record.

Security (in Portuguese)

Scoped consent. With an end date.
The account holder authorizes access, with the scope defined per institution and the duration and purpose stated.
Separate companies. Their own rules.
Each company in the group keeps its accounts, rules and data apart, all run from the same place.
Source on record. For every entry.
The result goes to the ERP with the source of every entry recorded.

Who uses it

More customers.Same routine.

See all customer stories

FAQ

What people ask before signing up.In companies and groups.

Didn't find what you were looking for?

Talk to a specialist and get your answer straight from our team.

Talk to a specialist

Yes. The routine is the same at any size. A company with a few accounts starts with one routine, like reconciliation, and adds the others when it makes sense.

Other audiences

The same platform.In other operations.

See all industries

Accounting firms and BPO
More clients. Same team.
Bank and crypto connectivity · Categorization · Document management
Platforms and tech companies
Finance automation. Inside your product.
Bank and crypto connectivity · Reconciliation · Tax document issuing and capture
Financial services
Financial data. Processed and auditable.
Reconciliation · Categorization · Bank and crypto connectivity

Demo

See Openiin your operation.

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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.

Your group's finances.In one view.

Every company in the group.One bank, one portal, one spreadsheet.

SolarGrid.In practice.

A whole group's statements and entries in its ERP

From your first entity.To the whole group.

Close the month without spreadsheets. With the ERP you already use.

Know your cash today. Without waiting for the close.

The group in one view. Each entity with its own rules.

Every account.One statement.

Bank and ERP matched.Only mismatches reach treasury.

Cash, P&L and KPIs.By company or cost center.

Works with what you already use.ERPs, banks and accounting systems.

The same close.Without the manual work.

Every kind of operation.In companies and groups.

One set of data.Each team gets what it needs.

Statements that arrive on their own, daily reconciliation and payments tracked until the bank confirms them.

ERP entries that already carry GL account and cost center, following each company's chart of accounts.

Invoices issued and received in one place, tied to the payment that settled them.

Start with one routine.Add the rest later.

Connect the accounts

Plug in the ERP

Set the rules

Handle only the exceptions

The data moves.You stay in control.

Scoped consent. With an end date.

Separate companies. Their own rules.

Source on record. For every entry.

More customers.Same routine.

What people ask before signing up.In companies and groups.

Does it work for a small company, not just groups?

Which banks can I connect?

Is Openi a bank?

Do I need to replace my ERP?

Does it handle several companies and banks at once?

Who decides on what doesn't match?

The same platform.In other operations.

More clients. Same team.

Finance automation. Inside your product.

Financial data. Processed and auditable.

See Openiin your operation.