Finance
Foundations and public sector
Every grant.With its own accountability report.
For foundations, institutes, nonprofits and public bodies that manage grants and projects with dedicated accounts and have to document every expense to the funder.
Dedicated accounts today
- BBAgreement 0981 · Payment R$12,400.00Rural Health projectLine: ConsumablesCategorized
- CaixaProject 2207 · Yield R$812.90Investment yieldProject 2207
Sample data.
Why it's different
One project.One account, one funder, one report.
Foundations and public bodies can run thousands of dedicated accounts. Every expense needs a receipt, a budget line and a report the funder will accept.
- 01Thousands of dedicated accountsOne account per project or agreement, at several banks.
- 02Manual accountability reportsReports put together document by document.
- 03A receipt for every expenseInvoice and payment have to go together.
How many dedicated accounts does your team follow, and how many can it look at every day?
Book a demoBank and crypto connectivity
Thousands of accounts.Read on their own.
Balances and transactions for every dedicated account come in through Open Banking, in the same format, with the account holder's consent.
- Thousands of accounts in one place
- Balances and transactions on every refresh
- Consent up for renewal flagged
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.
Categorization
Every expense on its budget line.In the right project.
Entries categorized by agreement, project and budget line with rules and history, ready for the accountability report.
- Project and budget line by rule
- Yields per project
- AI that learns from what you approve
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
Invoice and payment.Always together.
Received invoices stay tied to the payment that settled them. Expenses without a receipt show up before the report, not after.
- Received invoices captured
- Invoice tied to the payment
- Expenses without a receipt set apart
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.
Every operation
Every kind of operation.In foundations and public sector.
| Operation | Where Openi comes in | Routines |
|---|---|---|
| Research support foundations | Research projects and agreements with dedicated accounts at scale. | Thousands of accounts · Project and budget line · Report per funder |
| Institutes and nonprofits | Donations, partnerships and grant agreements with proof for every expense. | Expenses per project · Invoice tied to the expense · Yields per account |
| Public bodies | Accounts per program and funding source, with a trail for every entry. | Accounts per program · Source trail · Mismatches set apart |
Research support foundations
- Where Openi comes in
- Research projects and agreements with dedicated accounts at scale.
- Routines
- Thousands of accounts · Project and budget line · Report per funder
Institutes and nonprofits
- Where Openi comes in
- Donations, partnerships and grant agreements with proof for every expense.
- Routines
- Expenses per project · Invoice tied to the expense · Yields per account
Public bodies
- Where Openi comes in
- Accounts per program and funding source, with a trail for every entry.
- Routines
- Accounts per program · Source trail · Mismatches set apart
For every team
One set of data.Each team gets what it needs.
Accounting
Every expense and yield categorized by project and budget line, with a source trail.
Tax
Received invoices tied to the payment, with expenses lacking a receipt set apart.
FAQ
What people ask before signing up.In foundations and public sector.
Didn't find what you were looking for?
Talk to a specialist and get your answer straight from our team.
Talk to a specialistYes. Fiotec monitors 4,000 bank accounts through Brazil's Open Finance with Openi.
Other industries
The same platform.In other operations.
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