Your wealth,
clear and under control

Katio brings your assets, taxes and filings together in one place. Everything at hand, all in one view

Every penny counts.

Every deadline, in order.

Katio.

Net assets$1.801M COP
JL
$1.8MCOP total
Real estate47%
CDs18%
Stocks12%
Machinery11%
Receivables7%
Vehicles5%
IVA ✓

Return filed

Income tax 2026 — $211M COP

File processed

Q1 2026 balance ready

Wealth management, simplified

The product

Your wealth,
always in view

Assets, liabilities, taxes and alerts in a dashboard you understand at a glance

app.katio.co/cliente
Katio

Assets

Net

$1,801M

+$152M

Tax burden

$211M

COP

Savings

$62M

COP

Alerts

3

1 urgent

Assets by category

RE
Real estate

$850M

47%

CD
CD investments

$320M

18%

STK
Stocks

$210M

12%

MCH
Machinery

$195M

11%

AR
Receivables

$131M

⚠ pend.

VEH
Vehicles

$95M

5%

Breakdown

$1,801M

COP

Real estate
CD investments
Stocks
Machinery
Receivables
Vehicles
Wealth tax$36M
The reality in Colombia

A lot of wealth at stake, a lot of money left on the table.

Without the right strategy, the gap between a term deposit and a basic portfolio compounds to as much as 30% of your capital over 10 years. You don't feel it today, but compounded it costs a fortune.

Katio brings order to that chaos: every account and every obligation, clear and on time.

The cost of not deciding

~30%

of your capital lost over 10 years for lack of a proper strategy.

Why Katio

What changes when you use Katio

Tap each card to see the detail.

Features

Everything you need to comply, without the hassle

Tools to understand your tax position without depending on anyone.

Upload an Excel or PDF and you're done

No manual data entry. Upload your file and see your accounts, taxes and net worth organized in seconds.

Know how much to pay and when

Your taxes, payments and balances in simple charts. No spreadsheets, no last-minute scares.

Never miss a deadline again

Katio warns you before every due date. Pay on time without living by the calendar.

You and your accountant, in sync

Share documents and chat with your accountant inside the same app. All in one place, no lost emails.

Understand your wealth without being an expert

Your assets, debts and tax burden explained in plain language, not accounting jargon.

Your information stays yours

Your data is encrypted and protected. Only you and your accountant can see it — no one else.

How it works

From an Excel or PDF to a dashboard in three steps

No complex migrations, no endless setup.

01

Upload the file

Drop in the Excel or PDF for the period.

02

AI processes it

Katio extracts accounts, obligations, deadlines and ratios, then validates them field by field.

03

Everything comes into view

See your financial position up to date, with no spreadsheets in between.

For you

Built for both sides of the desk

Pick your profile. Katio adapts to how you work.

For clients

See where you stand without being an expert

  • A clear dashboard of your wealth and taxes
  • Deadline calendar with alerts
  • Direct chat with your accountant
Create account

For accountants

Manage all your clients

  • Every client in a single panel
  • AI-powered Excel and PDF processing
  • Documents and supporting files centralized
I'm an accountant
FAQ

Answers to your questions

What people ask us before getting started.

What do I need to get started?

Just your accounting file in Excel or PDF. Upload it and Katio extracts the rest: accounts, taxes, deadlines and net worth.

Do I have to be an accountant to use Katio?

No. If you're independent, you manage your own information. If you have an accountant, they upload it and you review it whenever you want.

Does Katio replace my accountant?

Not at all. Katio gives you and your accountant a shared view with full clarity. You keep working together, just without the spreadsheets.

Is Katio a financial advisor?

No. Katio organizes and displays your financial and tax information. We don't give investment advice and we don't manage your assets.

Which taxes does it handle?

VAT (IVA), local business tax (ICA), withholding tax, the simplified regime and more, following the Colombian Chart of Accounts (PUC).

Is my data secure?

Yes. Your information is encrypted in transit and at rest, and only you and your accountant can see it. No one else has access.

How much does it cost?

Create your account for free and start seeing your information right away. No credit card required.

Start today

Your next tax return, with no surprises

Create your free account and start understanding your wealth from the very first file