The finance copilot for your business
Banker features
Everything Banker does for your business, one page per feature. Each one explains what it does, how it works and what it does not do.
BAC Credomatic bank sync
Connect your BAC Credomatic online banking account and Banker imports your transactions, categorizes them and keeps your balances up to date. You start the connection and disconnect whenever you want. Banker is not affiliated with or endorsed by BAC Credomatic.
AI categorization
Every transaction that enters Banker is categorized with artificial intelligence and is ready to review. You confirm or correct; Banker learns the merchant and applies the correction to matching transactions.
Electronic invoicing 4.4
Issue version 4.4 electronic vouchers signed with XAdES and sent to the Ministry of Finance, with the CAByS catalog and Hacienda's reply stored next to each document. You remain the legal issuer; Banker is the tool.
Virtual CFO for your business
A CFO reviews cash, receivables, payables, provisions and the plan every week. Banker does that work every day with your real data and shows it in an owner's language, not an accountant's.
Cash flow
How much cash you have today, what came in and out this week and how many months you have left if nothing changes. Banker computes it daily from the transactions of your connected account.
Receivables and payables
Who owes you, since when, and whom you owe. Banker sorts receivables and payables by age so you collect on time and pay without surprises.
Budget vs. actual
An annual budget by category and by month, and every month the comparison with what really happened. No spreadsheets nobody updates.
Monthly provisions
Aguinaldo, vacations, severance, income tax, marchamo, municipal license, INS policy: expenses that arrive once a year and drain the cash if they were not set aside earlier. Banker provisions them month by month.
Personal finance
Your personal finances with the bank connected: salary, budget, spending, emergency fund, goals, debts, subscriptions and net worth in one app, in Spanish or English.