Finance
Accounting firms and BPO
More clients.Same team.
For accounting firms, finance BPO and outsourcing teams that receive statements and invoices in dozens of formats and have to deliver entries and reports on time.
Client portfolio today
- Central BakerySicoob statement · 214 linesCategorized with the client's chartExported to DomínioReady
- Vida ClinicNFS-e received · 38 invoicesCaptured and tied to payment
Sample data.
Why it's different
Every client.One bank, one ERP, one format.
The firm grows and the routine doesn't keep up: chase the statement, key it in, check it. The team spends the month feeding systems instead of advising clients.
- 01Chasing documents every monthStatements and invoices arrive late, by email and WhatsApp.
- 02Data entry instead of analysisThe team keys in by hand what could arrive categorized.
- 03Growth costs headcountEvery new client means one more person on the team.
How many clients can your team serve today before the close starts slipping?
Book a demoBank and crypto connectivity
Statements without chasing clients.Straight from the bank.
With the client's consent, balances and statements come in through Open Banking, from banks and credit co-ops, in the same format for the whole portfolio.
- Account holder's consent, scoped and time-limited
- 800+ institutions in Brazil's Open Finance
- The same format for every client
- Open Banking
- Direct integrations
- Crypto
Brazil's Open Finance reaches 800 institutions; European banks connect through Open Banking.
Categorization
Categorize with each client's chart.Once.
Each client's rules and history suggest the GL account. What the team corrects becomes a rule for the months ahead.
- A chart of accounts per client
- AI that learns from what you approve
- Export to Domínio, Alterdata and other Brazilian accounting systems
Categorized transactions
- Pix received · AuroraR$12,480.00Categorizing…3.1.1.01
- Boleto · Power, branch 03-R$3,912.40Categorizing…4.2.3.07
- Account maintenance fee-R$89.90Categorizing…4.5.1.02
- DARF · Withholding on services-R$1,830.55Categorizing…2.1.4.03
Sample data.
Document management
Invoices captured.No inbox digging.
Each client's issued and received Brazilian invoices gathered in one place, with the status of each one, tied to the entry.
- NF-e, NFS-e and NFCom
- Issue, look up and cancel
- Received invoices captured
Issued today
- NFS-e 2026/001182AuthorizedConsulting · Aurora (client)R$18,600.00
- NF-e 000.482.120AuthorizedSale · Distribuidora SolR$7,340.20
- NFCom 000.031.578AuthorizedTelecom · Branch 03R$912.75
Received against your CNPJ
- NF-e · Supplies · Fornecedor NorteR$12,480.00
- NFS-e · Maintenance · Prestador LesteR$2,180.00
Sample data.
Today vs. with Openi
No chasing statements.No importing OFX.
Every close used to start by asking the client for documents. With Openi, the data comes from the bank and arrives already categorized.
Today
With Openi
TodayThe client emails or WhatsApps the statement, when they remember.
With OpeniThe statement comes straight from the bank, with the client's consent, without anyone asking.
TodayOFX and PDF files imported by hand, one format per bank.
With OpeniThe same format for every bank and the whole portfolio.
TodayThe team keys in and checks every entry.
With OpeniLines arrive categorized with each client's chart; the team reviews the exceptions.
TodayEvery new client means one more person on the team.
With OpeniThe portfolio grows on the same routine.
Every operation
Every kind of operation.In accounting firms and bpo.
| Operation | Where Openi comes in | Routines |
|---|---|---|
| Accounting firms | A close by period with statements and invoices in hand on day one. | Statements through Open Banking · Categorization per client · Export to the accounting system |
| Finance BPO | Reconciliation, payables and cash for every client, run at scale. | Reconciliation per client · Boletos via DDA · Cash report for the client |
| Advisory and outsourcing | A monthly report the client understands, built on data that's already processed. | Cash flow per client · P&L and KPIs · Mismatches with context |
Accounting firms
- Where Openi comes in
- A close by period with statements and invoices in hand on day one.
- Routines
- Statements through Open Banking · Categorization per client · Export to the accounting system
Finance BPO
- Where Openi comes in
- Reconciliation, payables and cash for every client, run at scale.
- Routines
- Reconciliation per client · Boletos via DDA · Cash report for the client
Advisory and outsourcing
- Where Openi comes in
- A monthly report the client understands, built on data that's already processed.
- Routines
- Cash flow per client · P&L and KPIs · Mismatches with context
For every team
One set of data.Each team gets what it needs.
Accounting
Entries categorized with each client's chart of accounts, ready for the accounting system.
Tax
Invoices issued and received per client in one place, without asking anyone for XML files.
How it starts
From portfolio to entry.In four steps.
- 01
Add your clients
Each company with its own chart of accounts and its own rules.
- 02
The client authorizes the bank
Once, with a defined scope and duration.
- 03
Lines arrive categorized
By each client's rules and history.
- 04
Export to the accounting system
Domínio, Alterdata and others. The team only reviews what's in doubt.
FAQ
What people ask before signing up.In accounting firms and bpo.
Didn't find what you were looking for?
Talk to a specialist and get your answer straight from our team.
Talk to a specialistNo. Once the client authorizes the connection, statements come straight from the bank, in the same format for the whole portfolio.
Other audiences
The same platform.In other operations.
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.
