Books for Consultants, Lawyers & Doctors.
Track billable hours and retainers accurately. Professional financial statements for professional firms.
Built for Professional Firms
We Understand Your Business
Retainer Management (Trust Accounts)
Client retainers and trust accounts require careful tracking. We ensure proper segregation and recognition of earned vs. unearned fees.
Reimbursable Expenses
Client expenses, travel, and pass-through costs need proper tracking for billing. We categorize reimbursables for accurate invoicing.
Partner Distributions
Multi-partner firms need clear profit tracking. We prepare statements that make partner draws and distributions transparent.
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 professional firms books in order?
Upload 1 bank statement for free. Get a professional P&L in minutes.
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