Inveriok
Upload your bank's Excel and forget about it
Import your bank statement in Excel or CSV and every transaction is sorted by itself. It adds to your balance, your budget and your income statement, always balanced.
Three steps, zero copy and paste
Download the statement
From your bank's app or website, in Excel or CSV.
Upload it to Inveriok
Each transaction is sorted by itself into category and subcategory.
Everything balanced
Balance, budget and income statement update by themselves.
Import bank transactions without connecting your bank
Most expense-tracking apps ask you to grant direct access to your bank account through Open Banking. Inveriok works differently: you import the Excel or CSV statement you already download from your bank, and the app sorts each transaction into categories and subcategories automatically — without connecting credentials, without giving permissions to third parties.
Each imported transaction adds directly to your balance, to your budgets by category and to your income statement: income, expenses and net result always balanced, without having to manually review each line of the statement.
Inveriok also checks that the balance you record matches the accumulated transactions, and warns you if a transaction is missing — so you catch errors before they throw off your budget or your net worth.
Everything you need, nothing you don't
- ✓Statement import in Excel or CSV
- ✓Automatic categories and subcategories
- ✓Income statement and savings rate
- ✓Automatic balance checking
- ✓Unlimited transactions, included in the Free plan
Frequently asked questions
Excel or CSV, exactly as you download it from your bank's app or website.
Automatically by category and subcategory, based on the description. You can correct it whenever you want.
Inveriok compares the balance you record with the accumulated transactions and warns you if anything is missing.
Your security is our priority
We don't use Open Banking. We never access or store your banking credentials at any time.
All communication between the app and our servers uses HTTPS.
Row Level Security: no other user, not even with technical access to the system, can see your data without your credentials.
We comply with the European Union's General Data Protection Regulation.
No. Inveriok has no connection to your bank accounts — you enter transactions by hand or import a statement. We never access your credentials or act on your behalf.
Not without your credentials. The database uses Row Level Security: each user can only access their own data, not even with technical access to the system.
No. We never sell your data or share it for advertising purposes.
Your account and all your financial data are deleted immediately and permanently, with no backups — you can do it whenever you want from your profile.
Stop copying and pasting from your statement
Import your first statement today. It's free and no card required.
Import my transactions