Generate P&L
LESS PAPERWORK. MORE CLARITY.

Your bank statements.
A clear P&L.

Turn your bank statements into a Profit & Loss statement in minutes. Upload, review, and get back to business.

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No bank login. No subscription. Preview for free.

SAMPLE REPORT

STUDIO NORTH, LLC

Profit & Loss Statement

January 1 – March 31, 2026 USD

Total revenue$48,250.00
Cost of goods sold$6,400.00
Gross profit$41,850.00
Operating expenses$12,680.00
Software & subscriptions$1,240.00
Advertising & marketing$3,600.00
Other operating expenses$7,840.00
NET PROFIT$29,170.00
60.5% margin
Your numbers, organized. 01 / 01
From statements to clarityOne simple, organized report
Built for independent businessesSelf-employedFreelancersContractorsSmall businesses
THREE STEPS. THAT’S IT.

Less work between you
and your numbers.

No accounting setup. No complicated software.
Just the statements you already have.

01

Upload your statements

Drop in one statement or a whole year. PDF, CSV, and Excel files are welcome.

02

Give it a quick review

We organize your transactions and highlight anything that needs a second look.

03

Download your P&L

Preview your report for free. Pay once to download your PDF and Excel workbook.

A LITTLE CLARITY GOES A LONG WAY

Understand what came in.
And what stayed.

See your revenue, business expenses, and net profit together. Transfers, owner contributions, and personal spending stay out of your P&L.

See how it works
  • Multiple statements, one report
  • Review categories before you pay
  • Clear summary and detailed breakdown
  • PDF, Excel, and transaction exports
SIMPLE, JUST LIKE THE PRODUCT

One report.
One payment.

Start free. See your numbers first.
Only pay when you’re ready to download.

Your banking password stays yours.

We never ask for bank credentials.
Learn how we handle your data

YOUR COMPLETE P&LOne-time payment
$12.99 one-time + applicable tax

No subscription. No hidden monthly fees.

  • Free report preview
  • Professional PDF statement
  • Excel workbook with transactions
  • Detailed category breakdown
Create my P&LNo credit card required to get started
GOOD QUESTIONS

A few things
you might be wondering.

All questions
Can I really create a P&L from bank statements?+

Yes. Statements can form the basis of a cash-basis P&L by organizing business deposits and expenses. It only reflects the accounts and dates you provide. Non-cash items and activity outside those accounts may require adjustments.

Which file formats can I upload?+

Upload PDF, CSV, or XLSX statements, including multiple files. Text-based PDFs work best. If a PDF cannot be read reliably, we’ll ask for a CSV or Excel export from your bank.

Do I need to connect my bank account?+

No. We never ask for your online banking password or connect to your bank. You upload the files you choose.

Can I change how a transaction is categorized?+

Absolutely. Review and change any category before generating your report. You can also apply a change to matching merchants or update several transactions at once.

When do I have to pay?+

Your report preview is free. Pay $12.99 once, plus applicable tax, to unlock the PDF, Excel workbook, and transaction report. There is no subscription.

Is this a certified financial statement?+

No. This is an estimated, cash-basis report based on your data and review. It is not audited, certified, or guaranteed to be accepted by a lender or tax authority.

Your statements have a story.
Let’s make it clear.

Your first step takes just a few files.

Upload bank statements