Import under your control
Your file is analyzed in your secure space. A preview lets you review transactions before they are saved, and access is restricted to your session and account.
New intelligent bank import
A clear view of your finances
Manage your finances with clarity
Bring your accounts together, import statements in every format, and let Olabanco intelligently recognize transactions, counterparties and your habits.
Private and secure data Automatic recognition
Multiple accountsA consolidated view of all your balances.
Intelligent importPDF, Excel, CSV and OFX recognized automatically.
Shared accountsManage one account together without exposing the rest.
Protected dataEncryption and strictly separated access.
Next-generation bank import
Drop your statement. Olabanco understands the rest.
Every bank presents transactions differently. Intelligent import analyzes the document, finds the right columns and gives you a preview to approve before anything is saved.
PDF PDF + OCR Excel ODS CSV OFX QFX
- Dates, amounts and notes detected
Even when columns differ from one bank to another.
- Counterparties recognized
Bank labels are matched with counterparties already used across all your accounts.
- More relevant over time
Your confirmations help Olabanco reuse your usual names and categories.
Your data remains yours
Your financial information is protected at every step
From importing a statement to viewing your accounts, Olabanco restricts access to your data and applies several layers of protection.
Discover all our security measuresSensitive data encrypted
Account numbers are encrypted before storage, and passwords are never stored in plain text.
Strictly isolated access
Every request is checked server-side to prevent users from viewing another user’s data.
You remain in control
Export your personal data or delete your account and its associated information from your profile.
A dashboard focused on what matters
Everything you need to track your money without a complicated spreadsheet
Olabanco turns scattered bank entries into a coherent view of your personal finances.
Bring accounts together
Checking, savings or shared accounts: see actual and forecast balances in one place.
Categorize transactions
Find, edit and categorize every expense or income directly in the table.
Stay on top of budgets
Set goals by category and get an alert when a threshold needs your attention.
Anticipate recurring items
Forecast subscriptions, salaries and direct debits to know your future balance.
Share only what matters
Invite someone to a shared account while keeping your other accounts and personal data strictly private.
Act at the right time
Spot negative balances, reached budgets and uncategorized transactions.
Ready for a clearer view?