How to Upload Your Itaú Unibanco Statement to Monavio
Follow these steps to download your Itaú Unibanco (Brazil) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Step-by-Step Guide
- 1
Log in to Itaú at itau.com.br or the Itaú app.
- 2
Go to "Statement" in the main menu or account page.
- 3
Select the desired period (up to 90 days online, or monthly statements).
- 4
Click "Export" and select PDF format.
- 5
Save the PDF file to your device.
- 6
Upload the PDF to Monavio — the AI will extract and categorize all transactions.
Tips & Common Issues
- ✓ Itaú credit card statements (fatura) have a different layout than checking account statements; you can upload either.
- ✓ TED and DOC transfer details are captured in the transaction description.
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