Instant P&L from Bank Statements
Upload bank statements. Get an audit-grade, tax-ready P&L reconciled to the penny — categorized by AI, reviewed by our CPAs.
For founders who need to close a quarter fast or lenders asking for financials by Friday: send us your bank PDFs or CSVs and receive a clean Profit & Loss statement within 48 hours. Our engine parses every transaction, applies your prior categorizations, and reconciles totals against every statement page to a zero-variance close.
Every P&L is reviewed and signed off by a licensed CPA before delivery. You receive the workbook (Excel + PDF), an audit-binder trail, and a Form 4562 depreciation feed ready to hand your tax preparer.
Six months of chaotic Chase and Amex activity turned into a clean P&L in under two days. Their CPA caught a $12K miscategorization our bookkeeper had missed for a year.
Ready to move forward?
Book a 30-minute strategy session with a licensed CPA. No pressure, no cost — just a clear next step.