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.
Our engine reads raw bank data and does the sorting a bookkeeper would — in seconds, not weeks.
Auto-detects the columns in exports from Truist, PNC, Chase, and more — no template, no setup.
Every transaction is sorted into revenue, real business expenses, and personal draws.
The handful it can't be sure of, you tap once — and it gets sharper with your input.
Even when business and personal run through one account, it separates the two.
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. Accounts are opening soon; get on the early-access list.
We don't file your taxes — we get you organized so your CPA can.