ONE CLICK P&L

About

Upload the statements your bank provides in any common format, such as PDF, CSV, Excel, or even a photo from your phone, from any US bank. We analyze each transaction, verify it against your statement totals, and only inquire about items we cannot identify, like asking if a $10,000 deposit was from sales, personal funds, or a loan. Before payment, a summary grid displays what we confirmed, what we inferred, and any missing information. You receive finalized monthly reports with explanatory notes and a signature line, delivered in both Excel and PDF formats. This is a single fixed fee with no ongoing subscription required.