Free tool · US & UK small businesses
Turn a bank export into a profit and loss statement
Upload a CSV with date, description and amount. We categorise rows into income and expenses and show a simple P&L you can download. For US and UK small businesses — not a substitute for your accountant.
How it works
- Export a bank CSV with date, description and amount.
- Upload it — categorisation runs in your browser.
- Review the simple P&L and download a CSV summary.
Disclaimer: this is not financial advice. Categories are heuristic — verify every figure before relying on them.
Try the free tool above
No account required. Files stay in your browser where possible. Built for small businesses in the US and UK.
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FAQ
- Is this accounting software?
- No. It is a quick categorisation helper for US and UK freelancers. Always verify figures before filing with the IRS, HMRC, or sharing with an accountant.
- How are categories chosen?
- Simple keyword rules on the description (e.g. salary, rent, stripe). Unmatched rows fall under Other income or Other expense.
- Does positive amount mean income?
- Yes for this MVP: positive amounts are treated as income, negative as expense. Adjust your export if needed.