For small business owners and tired accountants. KatiGo sorts bank statements the way an accountant would: categorized, organized, and ready for fast decisions.
From bank statement to tax-ready in minutes
Upload one or many bank statements: PDF straight from the bank, or Excel and CSV.
The engine categorizes transactions using real accounting logic it learned from your own books.
You only look at the items KatiGo couldn't confidently identify. Fix once, it remembers.
Get a clean, categorized spreadsheet ready for taxes, bookkeeping, or audit.
Not a report you squint at. A finished book you hand over.
Summary with beginning and ending balance, totals by category, every withdrawal and deposit listed.
Change any category right in Excel and every total recalculates instantly. No formulas to write.
Beginning balance plus deposits minus expenses must equal the ending balance, or KatiGo tells you which month is off.
Person-to-person payments get their own lines, so contractor payments don't hide in a blob.
Every fix you make becomes a rule. The second client with the same vendor is already done.
Runs on your own computer, and known banks are always read locally. The optional AI reader is off by default: nothing leaves your machine unless you click Send, and then only masked statement text under no-training business terms.
Understand where your money goes without spending evenings sorting transactions.
Process client bank statements in bulk and cut hours of repetitive categorization work.
Upload. Categorize. Review. Done.
Questions? Write to info@katigo.nyc