Transform your bank statement transactions into professional P&L reports with automatic categorization. Available for Plus, Pro, and Elite subscribers.
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Manually categorizing transactions and calculating totals is time-consuming and error-prone.
Sorting through hundreds of transactions and manually assigning categories takes hours of tedious work.
Adding up totals manually leads to mistakes that can affect your financial reporting accuracy.
Without a system, similar transactions may be categorized differently each time.
Creating P&L reports from raw bank data can take days for a single reporting period.
Our Reports feature automatically categorizes your transactions and generates professional Profit & Loss statements in seconds.
AI-powered keyword matching automatically sorts transactions into income and expense categories.
Create your own categorization rules with custom keywords to match your business needs.
Download formatted P&L statements ready for accounting, bookkeeping, or tax preparation.
Generate complete P&L reports in seconds, not hours or days.
Go to Statements and upload your PDF bank statement. Our AI will automatically extract all transactions with dates, descriptions, and amounts.
The extraction process takes a few seconds to a few minutes depending on the number of pages. You'll see a "Completed" status when ready.
Click on "Reports" in the sidebar menu. You'll see your Report Templates and a list of extracted statements.
Choose the Default P&L Template or create your own custom template with specific categories and keywords for your business.
Find your statement in the list and click "Generate P&L". The report will be generated and downloaded as an Excel file.
Open the Excel file to see your P&L statement with Revenue, Expenses, and Net Income automatically calculated and formatted.
P&L report generation is available on Plus, Pro, and Elite plans. You can upgrade from the Pricing page.
Yes! Click "New Template" or "Copy & Edit" on the default template to create your own categories with custom keywords.
Transactions are matched against keywords you define. For example, adding "uber, lyft, taxi" to a "Travel" category will automatically categorize those transactions.
Reports are downloaded as Excel (.xlsx) files with professional formatting including totals, subtotals, and color-coded net income.
Yes, you can upload and extract multiple bank statements, then generate P&L reports for each one individually.
