Squared away

Your books — reconstructed

Rebuilt from 2,872 transactions in sample_2025.csv

Net profit (P&L)
$74,156
Revenue minus business expenses
Revenue
$139,891
Business expenses
−$65,735
Owner draws
−$64,847

Where the money went

By category — largest first

Other −$117,908
Loan & Mortgages −$32,396
Office Supplies & Equipment −$26,104
Transfers & Payments −$19,477
Food & Catering −$17,748
Wellness & Welfare −$9,966
Insurance −$5,658
Cash & Checks −$5,576
Rentals, Leasing & Properties −$4,169
Vehicle Expenses −$4,106
Travel Expenses −$3,385
Taxes & Fees −$2,664

Top payees

Where the biggest dollars flowed

Brightway Contracting LLC −$22,850
Marco Delgado −$22,245
Owner draw −$14,762
DermSupply Co −$14,599
Square −$9,672
Affirm −$9,169
Summit Home Loans −$8,919
Apex Auto Finance −$6,305
SuiteLease Properties −$5,581
Card Services −$4,719
Coastal Insurance −$4,544
Parkview HOA −$4,392
Bayside Salon Suites −$4,086
Mobile Carrier −$4,084
PayPal −$3,770

⚑ Need your call

These didn't match a clear rule. Tap Business or Personal — that's what makes it accurate.

0 of 40 resolved
ACH DEBIT PAYPAL S. MILLER PAYMENT −$200
INST XFER PAYPAL SOCIAL ADS INTERNET PAYMENT −$34
FUEL STATION #042 DEBIT CARD PURCHASE −$12
ONLINE BOOKING FEE DEBIT CARD PURCHASE −$15
ZELLE TRANSFER TO AFFILIATE −$100
INST XFER PAYPAL WEB HOSTING INTERNET PAYMENT −$30
INST XFER PAYPAL SUPPLY VENDOR INTERNET PAYMENT −$40
ZELLE PAYMENT TO STAFF MEMBER −$50
STREAMING SUBSCRIPTION DEBIT CARD −$15
CAR WASH #1 DEBIT CARD PURCHASE −$10
This is a first-pass draft. SquaredAway reads your bank data and gets you 90% of the way; you confirm the flagged items and your CPA finalizes and files. We organize — we don't file or give tax advice.
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