ONE CLICK P&L

What it does

Upload the statements your bank already sends — PDF, scan, CSV, Excel or a phone photo, from any US bank. We read every transaction, reconcile to the statement's own totals, and ask about only what we genuinely can't tell: "was this $10,000 deposit sales, your own money, or a loan?" Before you pay, a coverage grid shows what we read, what we guessed, and what nobody sent. You get monthly columns, disclosure notes and a signature line, in Excel and PDF. One-time price. No subscription.

No QuickBooks. No bookkeeper. Upload your business bank statements, answer plain-English questions, and download a professional Profit & Loss and Balance Sheet for loans, mortgages, or tax time.

Without rebuilding your books. For a lender, a tax preparer, a landlord — or anyone else who asked. Upload your bank statements. We read and categorize every transaction — including the check images — check the totals against your bank, and ask only when something needs your answer. Sample figures. The full statement is below, and the Excel and PDF you download add a column per month. Each industry gets its own chart of accounts, so your categories make sense on day one. Catching up a year of books for one report often runs to thousands of dollars, and weeks. Start from the statements you already have, for just the months you need. Pay once. Set it up, connect your bank, learn it, pay…from oneclickpnl.swcpalab.com

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