Generate P&L
YOUR PROFIT, WITHOUT THE SPREADSHEET

A simpler profit and loss generator.

See what your business earned, what it spent, and what remained. Start with the statements you already have.

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

A useful report starts with the right inputs

Choose a reporting period and upload the statements covering it. Use business accounts where possible. When personal and business activity share an account, review each mixed-purpose transaction carefully before including it. The report will only include transactions within your selected dates.

From transactions to a clear summary

Revenue appears at the top, followed by direct costs and operating expenses. Gross profit is revenue less direct costs; net profit also subtracts operating expenses and interest. The arithmetic is performed with integer cents, independently of automated categorization.

Preview before you buy

Review revenue, expenses, gross profit, and net profit for free. The detailed view lets you expand categories to see the underlying merchants. Pay once when you want to download the professional PDF, Excel workbook, and full transaction list. No subscription or accounting setup is required.

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.