Free tool
Bank transaction categorizer
Paste in a year of transactions and get them sorted into bookkeeping categories. Runs in your browser, downloads as CSV, and shows you what an AI bookkeeper does on every statement.
Profit and loss
Categorized transactions
This demo uses keyword rules only and runs entirely in your browser. ProfitBooks itself reads the PDF statement, uses your industry to pick a chart of accounts, assigns a confidence score to every transaction, and learns from your corrections.
FAQ
Questions, answered
What categories does it use?
Common small business categories: sales revenue, payroll, rent, software, fuel, travel, meals, supplies, advertising, insurance, fees, and transfers. ProfitBooks uses a full chart of accounts picked for your industry.
Can it categorize Xero, Wave or FreshBooks exports?
Yes, any CSV with dates, descriptions and amounts. Switching tools? See the comparisons.
Stop estimating. Know your real numbers.
Upload your bank statements and ProfitBooks builds the profit and loss these calculators are guessing at. 100 free credits to start, $20 a month, billed annually, after that.