Free Tool · Runs in your browser

Turn a bank statement into a profit and loss in seconds

Upload or paste your bank statement, or try an industry sample. This tool reads your transactions, categorizes them automatically, and builds a live profit and loss summary. See exactly what our bookkeeping does, before you talk to anyone.

🔒 Private by design. Your data never leaves your browser, nothing is uploaded or stored.

Step 1 · Add your transactions

Upload, paste, or try a sample

Best results with a CSV export from your bank (columns: date, description, amount). No file handy? Load a sample for your industry and watch it work.

Click to upload a CSV bank statement
or drag a .csv file here

Or paste transactions (one per line: date, description, amount)

Or try a sample by industry

Ecommerce store Construction Marketing agency Retail shop Service business

Step 2 · Your numbers at a glance

Profit and loss summary

Income

Expenses

Step 3 · Categorized transactions

Every transaction, sorted for you

We auto-categorized these using smart rules. Change any category from the dropdown and the P&L updates live. This is exactly the work we do for you every month, only we reconcile it to the penny and keep it current.

Date	Description	Category	Amount

Impressive, right? Now imagine it done for you, perfectly, every month.

This tool gives you a quick estimate. Our full service reconciles every account to the penny, produces a real profit and loss, balance sheet, and cash flow, keeps you tax ready, and adds automation so you never touch a spreadsheet again.

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