Turn Your Bank Statements Into a Profit & Loss Report
Upload your bank statements and we'll automatically categorize your income and expenses, then build a professional Profit & Loss ready for your client or QuickBooks.
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