Konnections Groups
SaaS · Accounting Automation
Upload your bank CSV, define admin-controlled classification rules, and let the system automatically categorize every transaction into your chart of accounts — transforming raw bank data into financial intelligence in minutes.
EMPRESA ACTIVA
SFM BUSINESS LLC
🚀 Importación Inteligente (Turbo)
📂 Chase_2025_Q4.csv
✓ 232 transactions detected
Reglas Activas
"Small business owners lose hours every month manually sorting bank transactions into spreadsheets. We built ContaBMS because your bank statement should classify itself — intelligently, automatically, and ready for your accountant on day one."
Konnections Groups
Engineering Team
The Smart Import Pipeline transforms your monthly bank export into a fully categorized journal — automatically, in three steps.
Drop your bank statement export (Chase, Bank of America, etc.). The engine detects date, description, and amount columns automatically.
Each transaction description is matched against your admin-defined rules. "SHELL" → Fuel Expense (5.1.1). "Zelle from" → Sales Revenue (4.1.1).
Classified entries land in your Libro Diario instantly — balanced, organized, and ready for financial reports, P&L, or your accountant.
Rule Builder Interface
Admin defines: If transaction description contains...
Result — Auto-Classified
ContaBMS is not just a CSV importer — it's a full small-business accounting system with five tightly integrated modules.
Real-time financial pulse: Total Revenue, Total Expenses, Net Result, Total Transactions, Asset Ratio, and Net Worth — all with interactive monthly trend charts and period filters.
Complete double-entry journal with date and account filters, manual entry creation, CSV/PDF export, and full audit trail for every accounting entry generated automatically or manually.
Hierarchical chart of accounts (Assets, Liabilities, Equity, Revenue, Expenses) with customizable account creation, bank account tagging, and account-code structure (1.1.1, 4.1.1, 5.1.2…).
Six professional report views: Summary, P&L Statement, Balance Sheet, Trial Balance, Cash Flow, and Bank Audit — all filterable by date and company, plus an exclusive "Por Reglas" breakdown report.
Admin-defined text-matching rules that auto-classify CSV transactions on import. 14+ active rules, type assignment (Income/Expense), target account mapping — all configurable without developer access.
Run separate accounting environments for multiple companies from a single account. Each company has its own chart of accounts, rules, journal, and reports — fully isolated and independently manageable.
Real numbers from the live demo environment, reflecting actual business operations.
📋 Resumen Financiero
🏛️ Posición al Final del Período
Full deployment in under 1 week. No accounting background required.
Create your company profile and build your chart of accounts — or use one of our pre-configured industry templates. Tag which accounts link to your bank accounts.
The admin configures text-matching rules for your business: recurring vendors, payroll transfers, service fees, customer payments via Zelle, ACH, or check. Rules fire automatically on every import.
Download your bank statement as CSV, upload it in the Importación Inteligente (Turbo) modal, and click "Analizar Transacciones". The engine processes hundreds of transactions in seconds.
Review any unmatched transactions manually, run your P&L or Balance Sheet, and share reports with your accountant — all from the Informes module. Ongoing months take minutes, not hours.
A fully loaded demo with real business data — 232 imported transactions, 14 active rules, and complete financial reports — ready for you to explore.
Demo Credentials
demo@contabms.com
demo1234
SFM BISINESS LLC
⚡ Full admin access — explore every module, every report, every rule.
Opens in a new tab • Real business data • 100% secure
Whether you run a single-entity LLC or manage books for multiple companies — ContaBMS scales with your operation.
Starter
1 company · Up to 500 transactions/mo
Business
3 companies · Unlimited transactions
Enterprise
Unlimited companies · White-label
* Pricing shown is indicative. Contact us for a quote tailored to your business.
The demo is live with a full company dataset. Explore the rules engine, run your first import, and generate a P&L — zero commitment, zero setup, right now.