🚀 Getting started with Costrol
Everything you need to set up your account and have your projects under control in less than 10 minutes.
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Video: Initial Costrol setup
4 minutes · Spanish
Initial setup guide — 4 steps
1
Create your account and verify your email
Go to costrol.cl, click "Start for free" and fill in the form. You'll receive a verification email in seconds. Check your spam folder if it doesn't appear.
2
Create your first project
In the sidebar, click "Projects" → "+ New project". Enter the name, address and estimated budget. You can add as many projects as your plan allows.
💡 Tip: Use descriptive names like "Vitacura Building — Block A" to identify them easily in the dashboard.
3
Upload your first bank statement
Go to "Transactions" → "Upload statement". Export the PDF or CSV from your bank and drag it to the upload area. The system processes it automatically in seconds.
4
Assign transactions to each project
Once the statement is processed, you'll see the list of transactions. Select each one and assign it to the corresponding project and category. From the Pro plan you can enable automatic AI suggestions.
✅ Done: Your dashboard now shows the real costs of each project in real time.
During the 14-day free trial you have access to all Pro plan features. No credit card required.
Tour of the Costrol interface
Get to know every section of the dashboard: sidebar, project view, transactions and settings.
Invite users to your team
How to add administrators, site managers or others with different access levels.
Customize expense categories
Add or modify categories according to your construction company's expense types.
Using Costrol from mobile
Costrol is responsive. Learn to use it from your phone or tablet on-site.
🏦 Bank statements & compatible banks
Everything about uploading statements, accepted formats and resolving import errors.
Costrol accepts statements in PDF and CSV format. If your bank isn't on the list, write to us and we'll add it.
How to upload a bank statement
1
Export the statement from your bank
Log in to your bank's online banking. Go to the transactions or account statements section and choose the period you want to import. Download as PDF or CSV (depending on the bank).
2
Upload the file to Costrol
In Costrol go to Transactions → Upload statement. Drag the file to the upload area or click "Select file". The system automatically detects the bank and format.
⚠️ Note: Do not modify the downloaded file before uploading. Any changes may affect automatic parsing.
3
Review the preview and confirm
Costrol will show a preview with detected transactions, dates and amounts. Verify the data is correct and click "Import transactions".
Compatible banks
| Bank | CSV / Excel | Auto-detection | |
|---|---|---|---|
| 🏦 Banco de Chile | |||
| 🏦 BancoEstado | |||
| 🏦 Santander Chile | |||
| 🏦 BCI | |||
| 🏦 Itaú Chile | |||
| 🏦 Scotiabank | CSV only | ||
| 🏦 Banco Falabella | Manual | ||
| 🏦 Banco Security | CSV only | Manual | |
| 🏦 Coopeuch |
Your bank isn't on the list? Write to soporte_tec@costrol.cl with a sample statement and we'll add it within 48 hours.
❓ Frequently asked questions about statements
Yes, you can upload statements from any period. Costrol will process and organize them chronologically. The history limit depends on your plan: 6 months on Starter, 12 on Pro and unlimited on Enterprise.
Costrol automatically detects duplicates by comparing dates, amounts and descriptions. If it detects already-imported transactions, it will notify you before confirming and you can choose what to do.
First verify the file hasn't been modified. If the problem persists, write to soporte_tec@costrol.cl attaching the statement and we'll resolve it within 24 hours.
🏗️ Project management
How to create projects, assign transactions, manage budgets and configure categories.
Create and configure a new project
Name, address, estimated budget and internal code. All available fields explained.
Assign transactions to projects and categories
How to classify each debit and credit. Manual assignment and automatic AI suggestions.
Budget control and deviation alerts
Set the budget per project and activate alerts when a defined threshold is exceeded.
Archive and close completed projects
How to mark a project as complete without losing the financial history.
❓ Frequently asked questions about projects
Yes. In the transactions view, click the transaction you want to reassign, select "Change project" and choose the correct one. The dashboard updates in real time.
It depends on your plan: Starter allows up to 3 simultaneous active projects. Pro and Enterprise allow unlimited projects. Archived projects do not count toward the limit.
Yes. In Transactions → New manual transaction, you can record cash payments or other expenses that don't go through the bank account. These integrate into the dashboard just like automatic ones.
📊 Reports & Dashboard
How to read the dashboard, export data and configure the views you need.
Understanding dashboard metrics
Total spend, revenue, net margin and category breakdown. What each number means.
Export reports to PDF and Excel
Generate monthly or per-project reports to share with your accountant or clients.
Configure deviation alerts
Receive an email notification when a project exceeds the defined budget.
Comparative view between projects
Compare costs, margins and revenue from multiple projects in a single screen.
⚙️ Account & billing
Manage your plan, payments, invoices and team users.
💳 Plans & payments
Go to Settings → Subscription → Change plan. Upgrades apply immediately. Downgrades apply at the start of the next billing cycle.
Go to Settings → Subscription → Cancel plan. Your account remains active until the end of the paid period. No additional charges or penalties. Your data is kept for 90 days after cancellation.
Yes. We issue electronic receipts for individuals and electronic invoices for businesses, both valid with the SII. You can update your billing details in Settings → Billing.
We accept credit and debit cards (Visa, Mastercard, RedCompra), bank transfer and WebPay Plus. All charges are in Chilean pesos (CLP).
👥 Users & access
In Settings → Team → Invite user. Enter the email and choose the role (Administrator, Editor or Read-only). They'll receive an invitation email with instructions.
Yes, available on the Enterprise plan. You can assign each user access only to the projects that correspond to them, without seeing the rest of the company portfolio.
🔌 Integrations & API
Connect Costrol with your other tools via our REST API and available integrations.
The REST API and integrated electronic invoicing are available exclusively on the Enterprise plan.
Get your API Key
How to generate, rotate and revoke API keys from the settings panel.
REST API documentation
Available endpoints, authentication, rate limits and code examples.
SII electronic invoicing
How to connect your tax ID with the SII to issue electronic invoices from Costrol.
Export to Google Sheets
Automatically sync your project data to a shared spreadsheet.
🔐 Security & privacy
How we protect your financial data and what security measures we implement.
Costrol uses TLS 1.3 encryption in transit and AES-256 at rest. We never sell or share your data with third parties.
Two-factor authentication (2FA)
Enable 2FA to add an extra layer of security to your account.
Backup policy
Automatic daily backups with 90-day retention. How to request a restore.
Privacy policy
What data we collect, how we use it and your rights as a user.
Delete your account and data
Process to request complete deletion of your account and associated data.
💬 Contact the support team
Choose the channel that suits you best. We respond the same business day.
Before contacting us, check if your issue is covered in this guide. 80% of inquiries are resolved in the help center without needing to contact support.