Credit card statements
Upload credit card statements and categorize every charge
Most small business spending happens on a card. Drop the monthly statement in and every charge gets a category, the statement payment is matched against your bank account so nothing is double-counted, and interest and fees are separated out.
What happens
What ProfitBooks does with it
- Business and personal cards used for business
- Amex, Chase, Capital One, Citi, Bank of America, Discover, US Bank, store cards
- Card payments matched to the bank transfer automatically
- Interest, annual fees and foreign transaction fees categorized separately
- Receipts matched to the charge they belong to
Other things you can upload
FAQ
Questions, answered
I use a personal card for business. Is that a problem?
Not for the bookkeeping. Upload the statement and mark the personal charges as owner draws or skip them in one click. Your accountant will still thank you for separating them next year.
How are card payments handled?
The payment shows up on both the card statement and the bank statement. ProfitBooks matches the two so it is recorded once, as a transfer, not as an expense.
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.