Catch-Up Bookkeeping for Event Planners.
Track vendor payments, manage deposits, and analyze event-by-event profitability.
Built for Event Planners
We Understand Your Business
Vendor Payment Tracking
Paying caterers, florists, and venues? We track all vendor payments so you know your true event costs.
Deposit & Retainer Management
Client deposits coming in at different times? We organize your revenue recognition properly.
Event-by-Event Profitability
Need to know which events are most profitable? We break down income and expenses by event.
How It Works
From Statement to P&L in 4 Simple Steps
Upload Your Statements
Drag and drop your bank statements in PDF, CSV, or text format. We support all major US banks.
AI Categorizes Everything
Our AI reads every transaction and categorizes it using industry-specific categories across 32 industries.
Review & Confirm
Review the AI’s work, adjust any categories, flag personal transactions, and confirm everything looks right.
Download Your Reports
Get a professional P&L Statement, a detailed P&L showing every transaction under each category, and a Cash-Based Balance Sheet. Print to PDF, download as CSV, or share with your accountant.
Ready to get your event planners books in order?
Upload 1 bank statement for free. Get a professional P&L in minutes.
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