Bank statements
Upload bank statements, get categorized books
The bank statement is the single source of truth for your business. ProfitBooks is built around it. Download the PDF from your bank (or photograph the paper one), drop it in, and every transaction on it becomes a categorized entry in your books.
What happens
What ProfitBooks does with it
- Checking, savings and money market statements from any US bank or credit union
- PDF downloads or phone photos, up to 10 MB per file
- Multi-month and year-end statements split into the right months
- Account detected from the statement itself: no setup, no bank credentials
- Duplicate statements detected and skipped
- Coverage map shows which months are in your books and which are missing
Other things you can upload
FAQ
Questions, answered
Which banks are supported?
Any bank that gives you a statement. We have tested statements from all major US banks and hundreds of regional banks and credit unions. See the bank guides for download instructions for your bank.
Can I upload a scanned or photographed statement?
Yes. Photos and scans are read the same way as native PDFs. Keep the page flat and well lit and the AI will handle the rest.
What about statements from several years ago?
Upload them in any order. Each one is filed under the account and months it actually covers. People regularly catch up two or three years in an evening.
Your books, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.