Multi-format document extraction
PDF · CSV · XLSXPDF, CSV and XLSX bank files are transformed into structured data to reduce copy-paste and manual reconstruction.
Finance platform · accounting expertise
Treasury and reconciliation
PDF
Treasury and reconciliation
with firm-grade method.
PongoFin reads bank files and documents, extracts transactions, recognizes counterparties, prepares reconciliation and surfaces anomalies and flows. The workflow combines software expertise with input from accountants specialized in real accounting processes.
statements and documents
multi-format reading to reduce copy-paste
AI
categories and counterparties
suggestions to verify inside the workflow
10
workspaces in Professional
clients, companies or entities separated by perimeter
REI
SID and REI attachable
Italian modules available standalone or in Full
AI in action
6 things AI does for you, in the background
Not a rule engine. An AI pipeline combining LLMs, vector embeddings, OCR and predictive models on your data. All running on Cloudflare Workers AI, in the EU.
AI categorization with learning
assisted reviewAI suggests categories and counterparties based on movements and operating corrections inside the workspace.
Recurring counterparty detection
recurring patternsSalaries, rent, taxes, suppliers and subscriptions are grouped to make review easier to read.
Anomaly detection
exceptionsOff-scale amounts, possible duplicates and inconsistent transactions are brought to the team’s attention.
Cash-flow visibility
cash visibilityHistory, recurrences, deadlines and documents help read inflows, outflows and cash movement.
AI chat over your data
PongoFin Agent"How much did I spend on marketing?" "Show transfers above threshold" "Which movements need review?". Operating questions over workspace data.
Automatic pipeline, 5 steps, zero copy-paste
When you upload a file, the pipeline starts. You only step in to validate edge cases.
1
Upload
You upload a file. The pipeline kicks off: parsing, dedup, classification, vector indexing for AI chat.
2
Categorize
AI applies learned rules. Edge cases go to a priority review queue, the rest is already done.
3
Reconcile
Uploaded invoices are linked to matching transactions. Differences are shown with the exact delta.
4
Forecast
Cash forecast updated in real time. Anomalies and tax deadlines are added to your cash calendar.
5
Report
Signed and dated PDF/XLSX reports, exportable for accountants, banks, auditors. Immutable audit log.
Before / After PongoFin
8 hours per month you get back
Real example for a firm handling 4 clients with 800 transactions/month each.
Before
Download statements, copy rows into Excel and rebuild categories, counterparties and balances by hand.
After
Import files into PongoFin and work from extracted, classified transactions ready for review.
less manual reconstruction
Before
Identify recurring suppliers, taxes, fees, income and similar movements across clients manually.
After
AI suggests categories and recurring counterparties, leaving the team to review exceptions.
more focused review
Before
Compare invoices, transfers and descriptions across separate tables.
After
PongoFin proposes associations between transactions and documents and highlights what needs control.
assisted reconciliation
Before
Prepare separate reports by client, period or account.
After
Generate more consistent views and exports for admin, firms and finance control.
cleaner reporting
Total time saved
~8 hours per month
That's 96 hours per year to bill back as consulting, or to take back as personal time. PongoFin Pro costs €39/month, billed yearly.
Built for
Multi-client with separate workspaces
One workspace per client, isolated data, centralized billing. AI learns separately for each client. New VAT onboarding: 2 minutes.
60% less time per client
Reliable cash forecast for decisions
90-day cash position always fresh. Budget vs actual comparison with category drill-down. One click to export the board package.
decisions 3x faster
Clear vision without Excel
Upload bank statements and see what comes in, what goes out, what looks anomalous. Without depending on the accountant to know how you're doing.
full autonomy
Burn rate and runway always updated
Real-time monitoring of monthly burn, runway in months, % of runway consumed. Investor-ready and board-ready package.
investor-ready reporting
Connected to the rest of the platform
Treasury, reconciliation, forecasts and Italian compliance live in the same workspace. Data entered once, reused everywhere.
Balance sheet
Balance sheet and P&L prepared from transactions, with Italian standard chart of accounts and team review.
Invoice board
Inbound and outbound invoices with payment status. Invoices can be linked to matching bank transactions to speed up reconciliation.
F24 & compliance
F24 deadlines flow into the cash calendar. PongoSID and PongoREI are dedicated modules for Italian Financial Registry and Address Registry.
EU-only data
Cloudflare EU jurisdiction
AES-256 + TLS 1.3
At-rest and in transit
GDPR + signed DPA
1-click cancellation
Never for AI training
Your data stays yours
14 free days. No card required.
1-click cancellation.
Upload your first bank statement and in 30 seconds you'll know if PongoFin is for you. If not, you've lost nothing. If yes, you've found 8 hours per month.