Upload your bank statements. We rebuild your profit & loss, separate business from personal — even if it's all in one account — and hand your accountant a finished packet. No QuickBooks required.
Reads exports from the banks you already use
No bookkeeping knowledge needed. If you can download a CSV from your bank, you're done.
Export transactions from your bank — Truist, PNC, Chase, anywhere — and drop the file in. Statements work too.
Every transaction is categorized — revenue, real business expenses, and personal draws — and we flag the handful only you can answer.
A clean profit & loss and a hand-off document your accountant can file from. Print it, send it, done.
Anyone whose money is real but whose books are not.
"I'd avoided my books for two years. I dropped in one CSV and finally saw what I actually made. My CPA filed from it without a single question."
Free to try with your own statement — see your real net before you pay a cent. Then it's one simple price per filing season.
Try it with your statement →We don't file your taxes — we get you organized so your CPA can.