Every account. Every currency.
One view of your money.
MacroAccount brings the statements from every account you hold, in any country, into one place. See what you have in US dollars, where it comes from and where it goes — and open any figure to the transactions behind it.
Each bank tells you part of it.
None of them add up the whole.
Statements in.
One position out.
- 1
Upload the statements
From every bank, in any country — CSV, Excel, OFX or PDF. Each one is checked against the balances it prints, so the total you see is the total you hold.
- 2
Sort where it went
Your rules place every merchant you have confirmed before; the model suggests the rest, for your agreement. Money moved between your own accounts is paired and left out, so it never counts as income or spending.
- 3
See the whole picture
Cash across every account in US dollars, and money in and out by category, month by month — as a cash flow, a P&L and a balance sheet. Click any figure for the transactions behind it.
Every account, one total
Cash by account and across all of them, in their own currency and in US dollars, on one dashboard.
Where the money goes
Income and spending by category, operating, investing and financing flows, and the monthly net over time.
Rates fixed at commit
Each transaction is stamped with the rate for its own date — the ECB, or the Banco Central de Chile's dólar observado — so last March reads the same today.
Every figure opens
From a P&L total to the transactions inside it, and from any transaction to the original statement file it was read from.
What it cost, what it made
Tag transactions to a project and filter the P&L to it, over the same accounts as everything else.
Workspaces, encrypted
Separate books per company, members added by email address with admin or member roles, and statement files encrypted at rest.
Stop stitching banks together.
See the whole picture.
MacroAccount is in private beta, by invitation. Part of the Macro family.