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Platforms and tech companies

Finance automation.Inside your product.

For ERPs, business software, e-commerce platforms and fintechs that want to offer bank connectivity, reconciliation and invoicing to their customers without building and maintaining every integration.

NDD's office
NDD · client

Why it's different

Bank and tax integrations.Eating your roadmap.

Every bank has its own layout, every city its own invoicing rule. Keeping all of that inside your product pulls the team away from what sets your platform apart.

  1. 01Connectors that never endEvery new institution means changes to your code.
  2. 02Support overloadA dropped connection becomes your customer's support ticket.
  3. 03Requests you can't answerCustomers want reconciliation and invoicing; the product doesn't have them yet.

How many sprints did your team spend on bank integrations last year?

Book a demo

Bank and crypto connectivity

Open Banking, ready.Under your brand.

Your customers' balances and statements by consent, with Openi's connection widget and APIs.

  • Hosted connection widget
  • Accounts, cards and investments
  • 800+ institutions in Brazil's Open Finance

Selecione a instituição

Sua instituição financeira

  • Itaú
  • Bradesco
  • Santander
  • Nubank
  • Inter
  • Caixa

3 de 3 selecionados

ContasSaldos e extrato
Cartões de créditoFaturas e lançamentos
InvestimentosPosições e rendimentos

Openi connection screens.

Reconciliation

Reconciliation as a feature.Without building the engine.

Orders, payments and any other data source come in by webhook, file or database and are matched by rule set.

  • Sources by webhook, file or database
  • Every pair with a decision and a score
  • Scales to millions of records

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.

Tax document issuing and capture

Brazilian invoices by API.Issued and tracked.

Issue, look up and cancel NF-e, NFS-e and NFCom in one call, with every invoice event delivered by webhook.

  • Asynchronous processing
  • Events by webhook
  • Single or bulk download
  • NFS-e 2026/001182IssuedConsulting servicesR$18,600.00
  • NF-e 000.482.119CapturedRaw materials purchaseR$7,340.20
  • NFCom 000.031.577CapturedTelecommunicationsR$912.75

Every operation

Every kind of operation.In platforms and tech companies.

  • ERPs and business software

    Where Openi comes in
    Bank reconciliation and automatic statements as a native feature of your system.
    Routines
    Statements through Open Banking · Reconciliation by API · Built-in categorization
  • E-commerce platforms

    Where Openi comes in
    Every store order matched with the payment the merchant actually received.
    Routines
    Orders by webhook · Order with no payment · Amount different from the order
  • Fintechs

    Where Openi comes in
    Third-party accounts and invoices read without maintaining your own connectivity.
    Routines
    Consent per institution · Invoices by API · Events by webhook

For every team

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

  • Product

    Bank connectivity, reconciliation and invoicing as features of your product, without taking over the roadmap.

  • Engineering

    APIs documented on Openi4Devs, a sandbox and events by webhook.

  • Customers

    The merchant or company using your platform sees reconciled finances without leaving it.

FAQ

What people ask before signing up.In platforms and tech companies.

Didn't find what you were looking for?

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

Talk to a specialist

On Openi4Devs (openi4devs.com.br) and developer.openi.com.br, with APIs, environments and examples.

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.

  1. You leave your details

    It takes less than a minute.
  2. A specialist gets in touch

    To understand your banks, your ERP and what takes up the most time today.
  3. You see Openi at work

    Reconciliation, categorization and reporting in cases like yours.

Demo environment: details are not stored or sent.