Generate P&L
A REPORT YOU CAN ACTUALLY READ

Create your Profit & Loss statement.

Turn account activity into a structured business report, with a summary for the big picture and transaction details when you need them.

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

What appears in the statement

Your P&L includes sales and other business income, cost of goods sold, gross profit, operating expenses, interest, and net profit. Gross and net margins give context to the dollar totals. If revenue is zero, the report shows an unavailable margin instead of dividing by zero.

Why category review matters

A bank description does not always explain business purpose. Equipment, owner funding, loan proceeds, and personal transactions may need different treatment from ordinary income and spending. We surface uncertain classifications and let you confirm or change them before creating your final report.

Two formats for different needs

The PDF is an organized statement for reading and printing. The Excel workbook includes the P&L and a transaction sheet, making it easier to inspect categories and trace totals. Excluded transactions remain visible in the transaction export. The report is estimated and does not claim professional certification.

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.