Generate P&L
FOR THE BUSINESS YOU BUILT YOURSELF

Self-employed. Clearly organized.

You do the work, win the clients, and run the business. Creating a Profit & Loss statement should not require another complicated system.

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

Separate work from everyday spending

If business income lands in an account you also use personally, begin by identifying the business transactions. Mark personal purchases and owner draws as excluded. For mixed-purpose costs, the appropriate business amount may need a separate adjustment outside this tool. A bank payment alone does not establish tax deductibility.

Give irregular income a consistent view

Projects and client payments rarely arrive in neat monthly patterns. Upload multiple statements and choose a reporting period that helps you understand the business. Review client deposits as revenue and distinguish them from owner funding, loans, and transfers.

Keep the supporting records

The transaction export shows the categories behind your totals. Keep invoices, receipts, and other supporting documents with your own records. The generated report is a starting point for understanding your business, not a replacement for professional review or required tax records.

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.