P&L Generator AI-Powered Clarity
Build professional income statements effortlessly. Import bank statements, categorize transactions with AI, and generate insightful reports in minutes.
Company Workspace
Select or create a company workspace for your P&L reporting.
No Companies Yet
Create your first company workspace to start generating P&L statements.
Quick Actions
Get started with common tasks
Create Statement
Define a reporting period and calculate totals automatically.
Import & Categorize Transactions
Upload bank statements, then categorize entries with AI or rules.
Manage Categories
Organize your chart of accounts for accurate reporting.
Manage Rules
Create automation rules to categorize recurring transactions.
Latest Statement
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No Statements
There are no statements for the selected company. Create one to see performance metrics here.
Create StatementAI Insights
Smart analysis of your data
Let AI analyze your financial data to uncover trends and insights
Recent Transactions
Latest activity across all accounts
No Transactions
There are no transactions for the selected company. Import a statement or add manual entries to get started.
Import Transactions