for bookkeepers
Reserve the founding price
Stop rebuilding every client's P&L in Excel.
Set each client's account groupings once. Upload the general ledger export each month. Get a clean, comparison-ready P&L you can send to the owner.
Sample: invented data. Not a real client.
Sample Client LLC: profit and loss, sample month
| Line | This month | Prior month |
|---|---|---|
| Service revenue | $48,200 | |
| Product sales | $6,300 | |
| Total revenue | $54,500 | $51,300 (+6.2%) |
| Materials | $9,800 | |
| Subcontractors | $7,400 | |
| Gross profit | $37,300 (68.4%) | |
| Payroll | $18,500 | |
| Rent | $3,200 | |
| Software | $640 | |
| Insurance | $910 | |
| Marketing | $1,150 | |
| Other | $760 | |
| Net income | $12,140 (22.3%) |
- 1Export the general ledger from QuickBooks
- 2Upload the file here
- 3Get a P&L to send to the owner
Groupings you set onceMap accounts into your own categories per client. The mapping carries to next month.
Month-over-month built inThis month beside last month, with the change worked out for you.
A report the owner can readRevenue, gross profit and net income laid out the way you present them.
Quick answers
What do I upload?The general ledger export from QuickBooks, once a month.
Do I connect my QuickBooks account?No. You upload a file. There is nothing to install.
When am I charged?Your first 30 days are free. Your card is saved at sign-up and first charged on day 30. Cancel any time before then and you are never charged.
Founding price for early bookkeepers
$79 / month, up to 10 clients
Your card is saved, not charged. Your first 30 days are free, your first charge is on day 30, and you can cancel any time before then and never be charged. First reports go out starting Monday, November 9, 2026.
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