Generate P&L
MORE TIME ON THE JOB. LESS ON PAPERWORK.

A clear P&L for contractors.

Bring customer payments, materials, subcontractors, and operating expenses into one organized report for your contracting business.

Upload bank statementsFree preview · PDF, CSV, XLSX · No signup required

Distinguish job costs from overhead

Materials and subcontractor payments can belong in direct costs, while rent, insurance, advertising, and software are often operating expenses. The right classification depends on how your business operates. Review each suggestion and keep the category approach consistent throughout the report.

Review equipment and financing carefully

Borrowing to buy equipment does not make the loan deposit business revenue. Repayment principal is also excluded from ordinary expenses. When you know the interest portion from a lender statement, enter that exact amount using the split action. The tool never guesses a loan split or calculates depreciation.

Include every relevant account

Contractors sometimes use separate accounts for deposits, operating expenses, and reserves. Include the accounts needed for your selected period. Add a recognizable account label where possible, then review transfers so the same money does not inflate income and spending. This MVP does not provide job-level costing.

Your next step is a statement.

Upload your business bank statements, review the categories, and preview your P&L before paying.

Upload bank statements

Common 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.