Get a meaningful preview before spending a cent.
Start free. Pay when you’re ready to download.
One report combines up to 24 statement files and 5,000 transactions for one business and a selected period, in USD.
Yes. Return to the transaction review, correct your categories, and regenerate the same report. Your payment remains attached to that report.
Anonymous reports are accessible in the same browser for up to 30 days. Download your files for longer-term storage. Deleting your data removes access to paid reports too.
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.
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.
No. We never ask for your online banking password or connect to your bank. You upload the files you choose.
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.
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.
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.