All your banks, in one view.
Add your accounts to see one consolidated cash position by bank, entity and currency, or drop in CSV statements from different banks and get a single merged statement.
Your accounts
Add each account with its balance. Use a negative balance for an overdraft.
Prefer a spreadsheet? Download the Excel template with the same totals by bank, entity and currency built in.
Paste from a spreadsheet
One account per line: Bank, Entity, Account type, Currency, Balance (tab, comma or semicolon separated).
Consolidated cash position
₹0
Across 0 accounts, 0 banks, 0 entities.
Add an account to see the split.
Your own concentration limit.
This took you a few minutes to type in. Open shows it live, from each bank, every time you look.
Everything is calculated in your browser. Nothing you enter is sent or stored.
Add your statements
Export each statement as a CSV from net banking and drop them here. We read the columns, you confirm them, and everything is merged into one statement. The files are read in your browser and never uploaded.
Questions about this tool
Which statement files can I merge?
CSV files exported from net banking. If your bank gives you Excel, open it and use File → Save as CSV. PDF statements are not supported.
Are my accounts or statements uploaded?
No. Everything is read and calculated in your browser, and nothing is sent or stored. Close the tab and it is gone.
How are foreign-currency balances counted?
You enter the rupee rate for each foreign-currency account, so the total uses the rate you trust. An account without a rate is counted as ₹0 and flagged.
Why do I have to confirm the columns?
Banks lay out statements differently. We guess which column is the date, the description, the debit and the credit, and you can correct any of them before the merge.
Is there a spreadsheet version?
Yes. Download the Excel template from the cash position tab: one sheet for your accounts and a summary that totals by bank, entity, currency and account type, with a concentration limit you can set.
How is this different from Open?
Here you type or upload each balance and statement yourself. Open connects to each bank directly, so balances and statements are always current, in one place and in your ERP, with no uploads.
See how Open connects banks
Bring your banks together. Get more done.
Connect your current accounts and start using Open through your dashboard, ERP or internal systems.