ONE CLICK P&L
Builds a lender-ready P&L from your bank statements, reading even the check images.
ONE CLICK P&L reads uploaded bank statements — PDF, scanned PDF, CSV, Excel, even a phone photo — and categorizes every transaction into a chart of accounts built for your industry, from restaurants to trucking, including reading what's written on check images instead of leaving them as 'CHECK 1052'. It reconciles every figure to your bank's own opening and closing balances, then outputs a signed, monthly-columned P&L, and a balance sheet if asked, in Excel and PDF. It's a one-time payment with the price shown before you pay, and the first statement month is free to try.
What holds up
- +Reads the actual check image, not just 'CHECK 1052' — vendor names come from the photo
- +Ties every number to your bank's printed opening and closing balances, nothing invented
- +One-time payment, price shown upfront, no subscription or software to maintain
- +12 industry-specific chart-of-accounts templates so categories fit your business on day one
Mind the limits
- −Only produces a P&L, plus an optional balance sheet — not ongoing bookkeeping
- −A real report needs payment after the first free statement month
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