Bank statement to P&L in 60 seconds.
EasyEntry turns bank and credit-card statements into a Profit & Loss statement. Drop in a CSV, PDF or photo: EasyEntry reads every transaction, checks it against the totals and balances the statement gives, sorts it into standard P&L categories and asks you about the ones it isn't sure of.
For small businesses, bookkeepers and accountants. Review the result, then export to Excel, CSV, PDF or QuickBooks. How it works · Supported banks & formats · FAQ
Monthly close shouldn’t eat your Saturday.
Skip QuickBooks. Generate a clean P&L for tax time, loans, or just to know if you’re profitable.
Cut data entry from hours to minutes. Spend your time on review and advising, not typing.
Track the business you run after-hours without bookkeeping software you don’t need yet.
Onboard new clients in minutes by generating their last 12 months of P&Ls from statements alone.
Three steps. One coffee.
CSV, PDF, or even a photo of a paper statement. Multi-page? Drop them all at once.
Every transaction sorted into standard P&L categories. Ambiguous merchants? We ask before guessing.
Download as Excel, PDF, CSV or QuickBooks files. Send it to your CPA, your bank or your tax software.
A real P&L. Not a spreadsheet to clean up.
- 26 standard P&L categories, Cost of Goods Sold included — transfers, loans and owner draws stay off the P&L
- PDFs and photos checked against the statement's printed totals and balances, CSVs against their running balance and total rows when they have them — anything that doesn't add up is flagged
- Manual override on any transaction with a single click
- Excel export with a P&L summary sheet and every transaction
- PDF export ready to send to your CPA or your bank
- QuickBooks exports: .qbo Web Connect, .iif for Desktop and a 4-column CSV
- AI confidence score per transaction — see what to double-check
- Multi-page statements: drop 5 PDFs, get one combined P&L
Any statement, any bank.
CSV exports are read on our server by a layout detector our tests run on 40 bank, card and payment-app export layouts. PDFs — scanned ones too — and photos are read by AI. What was read is checked against the statement's printed totals and balances; a CSV, against its running balance and total rows when it has them.
See every bank and file format we testWhere your statements go.
To read and categorize a statement, we send its contents to our AI provider, Anthropic. We don’t keep the files you upload; the P&Ls you generate are saved to your account until you delete them or your account is deleted. We don’t sell your data or train AI on it, and we share it only with the service providers that run EasyEntry, such as AI, hosting, email and payments.
Encrypted in transit · Privacy policy
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