Cash-basis bookkeeping for the self-employed
Your bank CSV in.
Two clean P&Ls out.
Upload statements from all your bank and/or credit card accounts (personal and business or mix of both). We sort business from personal, apply the merchant rules you teach it, flag only what needs your judgment, and track home-office and personal deductions.
Business P&LYTD
Gross Income - Stripe$48,210
Software and Applications($2,184)
Business Meals($1,032)
Auto Expenses($3,410)
Net Business Income$41,584
⚠ 3 items need review
Personal P&LYTD
Salary — W-2$54,000
Mortgage Payments($6,450)
Home Utilities($592)
Groceries($3,120)
Net Personal Cash Flow$43,838
📋 Deductions + home office tracked
Both reports update as you categorize, and export together to one workbook.
How it works
01
Import your CSVs
Drop in statements from every bank and credit card — business, personal, or mixed.
02
Review what's flagged
Rules and AI sort most rows. You only decide the handful that need judgment.
03
Get two P&Ls
A Business P&L and a Personal P&L, updated live and exported to one workbook.