Create your financial statements in minutes
P&L and balance sheet reports without the headache. Simple financial clarity for your business.
- Schedule C & related forms
- AI-powered categorization
- P&L and balance sheets
From bank statements to P&L and balance sheets
Our AI extracts transactions, detects transfers, and categorizes expenses by IRS Schedule C and related forms. Generate P&L statements, balance sheets, or both. You stay in control with full review before generating.
Your data stays yours
We never sell your information. Bank statements and P&L data are processed securely and used only to provide the service.
Form-aligned categories
Categories map to Schedule C, Form 1065, 1120-S, and 1120. Choose your business type for the right structure.
Simple pricing
$20 per tax year for 3 P&L statement generations. Purchase to get started.
Ready to get started?
Join small business owners who save hours on P&L and balance sheet preparation.