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Openi

Automated financial data preparation

Your sources in one flow.From statement to close.

Bring banks, ERPs, invoices and files together for your calculations and reconciliations. Openi captures, categorizes and reconciles, then delivers the result to your ERP, your accounting and your reports.

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From source to close.

What the rules resolve moves on by itself; what they don't reaches your team.

Flow · Daily close

Running

Sources

  • BanksItaúBradescoBanco do Brasil
  • ERPsSAPTOTVS ProtheusOmie
  • Invoices
  • Spreadsheets and files
  • Webhooks

Steps

  1. 01Capture
  2. 02Categorization
  3. 03Reconciliation
  4. 04Tax documents
  5. 05Exceptions

Destinations

  • ERP
  • Accounting
  • Reports

Sample data.

Solutions

Seven solutions.One for each stage of the flow.

Start with the stage of the routine that weighs most today. The others add up on the same data.

  1. 01Connect

    Data arrives on its own.

    Banks, wallets and invoices come into Openi with no downloads, no portals and no typing.

    • Open Banking
    • Direct integrations
    • Crypto

    Brazil's Open Finance reaches 800 institutions; European banks connect through Open Banking.

    • Bank and crypto connectivity

      Banks and crypto connected. Wired into your operation.

      Open Banking in Europe and Brazil, direct bank integrations and crypto wallets: accounts, payments and transactions wired into finance and the ERP.

    • Tax document issuing and capture

      Invoices issued and received. Every response tracked.

      NF-e, NFC-e, NFS-e and NFCom (Brazilian e-invoices) issued from your systems, received invoices and CT-e captured by CNPJ, every response tracked.

  2. 02Process

    Every entry in its place.

    Rules and AI agents categorize what comes in and get it ready to reconcile.

    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

      From document to ERP. Checked, with a full history.

      Invoices, boletos via DDA and bills read, checked, approved and posted to the ERP, with a full history.

    • Categorization

      Every entry in context. Finance, accounting and management.

      Category, GL account and cost center suggested from your history and your rules.

    • Artificial intelligence

      Extend what your team can do.

      Agents that run the routine with context, show their plan and leave the decision to your team.

  3. 03Reconcile

    What matches leaves the queue.

    Statements, ERP, documents and files matched by your rules. Your team only sees the mismatches.

    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.

    • Reconciliation

      Reconcile any source. Understand every difference.

      Banks, ERP, card acquirers and invoices matched by rules and AI. Only the mismatches reach your team.

  4. 04Deliver and analyze

    Results where you work.

    Back in the ERP and accounting, and in cash reports built on clean data.

    Active connectors

    • SAPSynced 2 min ago
    • MXM SistemasSynced 6 min ago
    • BlingSynced 11 min ago
    • SuperlógicaSynced 14 min ago

    Sample data.

    • ERP integration and workflows

      Your ERP, connected. To the processes that run your operation.

      Systems connected, data transformed, rules, approvals and runs tracked until the ERP confirms them.

    • Reporting and analytics

      Understand your results. Get ahead of your cash.

      Cash, P&L, results by unit, forecasts and scenarios on reconciled data, also as white label.

By industry

Each market's routine.On the same platform.

See all industries

  • Retail and e-commerce

  • Healthcare

  • Education

  • Hospitality and travel

  • Manufacturing and energy

  • Engineering and construction

  • Mobility and logistics

  • Agribusiness

  • Foundations and public sector

By audience

The way you operate.Company, firm or platform.

  • Companies and groups

    Every account in the group, reconciled and in the ERP.

  • Accounting firms and BPO

    More clients without growing the team.

  • Platforms and tech companies

    Banks, reconciliation and invoices inside your product.

  • Financial services

    High volumes reconciled, with a trail for every figure.

Customers

Routines already running.At customers across industries.

See all customer stories

FAQ

What people ask before signing up.

Didn't find what you were looking for?

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

Talk to a specialist

No. In the demo, we look at your routine and suggest which stage to start with. The other solutions add up later, on the same data.

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.
or chat on WhatsApp

Demo environment: details are not stored or sent.