Personal Tax Catch-Up & Schedule C Filing.
Stop stressing about commingled funds. We separate your business expenses from personal spending.
Built for Sole Proprietors
We Understand Your Business
Commingled Funds
Mixed personal and business expenses in one account? We expertly separate them for accurate Schedule C reporting and maximum deductions.
Lost Receipts
Missing documentation for expenses? We reconstruct your records from bank statements and help you organize for future tax years.
Fear of IRS Audit
Worried about audit triggers? Our professionally reviewed books ensure your deductions are properly documented and defensible.
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. Print to PDF, download as CSV, or share with your accountant.
See it in action (3 min)
Ready to get your sole proprietors books in order?
Upload 1 bank statement for free. Get a professional P&L in minutes.
Get Started FreeFAQ
Frequently Asked Questions
What it does
How it fits
Accuracy & your data
Have more questions?
We’d love to help. Reach out to support@forprofit.io and we’ll get back to you within 24 hours.