ONE CLICK P&L

Profit and loss statements by trade

Twelve trades, and what changes about a profit and loss statement for each one: the categories that business actually needs, and the deposits that look like income and are not.

  • Restaurant & Food

    Build a restaurant P&L from your bank statements — food cost, delivery platform payouts and card settlements sorted into the categories a lender expects.

  • Contractor & Trades

    Build a contractor P&L from your bank statements — job materials, subcontractors and equipment rental separated from overhead the way a lender reads it.

  • Salon & Beauty

    Build a salon P&L from your bank statements — service income, booth rent, retail product and back-bar supplies, sorted the way a lender reads them.

  • Dental Office

    Build a dental practice P&L from your bank statements — insurance reimbursements, lab fees and supplies sorted into the categories a lender expects.

  • E-commerce

    Build an e-commerce P&L from your bank statements — marketplace payouts, inventory, shipping and platform fees sorted the way a lender reads them.

  • Landlord & Rentals

    Build a rental property P&L from your bank statements — rent, repairs, property tax and mortgage separated the way a lender expects to see them.

  • Auto Repair

    Build an auto shop P&L from your bank statements — parts, sublet work and shop supplies separated from overhead the way a lender reads them.

  • Trucking & Delivery

    Build a trucking P&L from your bank statements — settlements, fuel, factoring fees, tolls and IFTA sorted the way a lender expects.

  • Professional Services

    Build a services P&L from your bank statements — client fees, contractors and software separated the way a lender reads them.

  • Retail Store

    Build a retail P&L from your bank statements — card settlements, inventory purchases and merchant fees sorted the way a lender expects.

  • Fitness & Gym

    Build a gym P&L from your bank statements — membership billing, trainer pay and equipment separated the way a lender reads them.

  • Other / General

    Build a P&L from your bank statements — sales, payroll, rent and the deposits that are not income, sorted the way a lender expects.

Or start from what you have been asked for — the guides.

Start from your bank statements.