Canadian P&L Builder for Bookkeepers
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🍁 Tax Setup

Set the tax regime for this client. These defaults apply to all transactions — you can still override individual ones using the tax badge on each row.

Federal Tax Type
Provincial Sales Tax (PST / RST / QST)
Turn on if this client also collects and remits a separate provincial tax.
Customers
Customers are linked to income transactions for QBO export.
Vendors
Vendors are linked to expense and COGS transactions for QBO export.
Categories
Add custom categories or rename existing ones. Built-in categories cannot be deleted.

Turn Your Bank Statements Into a Profit & Loss

Upload your bank statements and we'll automatically categorize your income and expenses, then build a professional P&L — no accounting knowledge needed.

Drop your bank statements here

Supports PDF, Excel (.xlsx, .xls) and CSV files · Multiple files OK


💡 Tips for best results

  • Export your bank statements directly from your online banking as CSV or Excel when possible — these give the cleanest data
  • You can upload statements from multiple months or years at once
  • After uploading, you'll be able to review and correct any categories before viewing your P&L