Stop Wrestling With Spreadsheets. Get a Clean P&L, Fast.
Upload your bank statements or securely connect your accounts. ClearBook organizes your transactions and turns them into a clean Profit & Loss statement for lender requests, tax prep, or simply understanding how your business is doing.
P&L Summary
Net Monthly Result
Cash shortfall vs April: $3,100 better
+$14,250
Your data stays protected
- Encrypted data transfer
- Read-only bank connections where supported
- ClearBook cannot move funds through a read-only connection
DIY Software vs. ClearBook Managed Service
The Old Way
- Hours wasted manually typing bank lines into spreadsheets
- Guessing tax categories and worrying about compliance errors
- Re-formatting reports whenever banks or lenders request updates
- Single static document that becomes outdated next month
The ClearBook Way
- Upload PDF statements or connect bank feeds in under 60 seconds
- Automated categorization using transaction data and business context
- Standardized, professional reports generated on your schedule
- Ongoing bookkeeping that keeps your financial records organized and up to date
Built for the moments that matter
Whatever's prompting you to get your numbers in order, ClearBook gets you there faster.
SBA & Bank Loan Applicants
Need an updated P&L for a loan or financing request? Get clean numbers organized quickly.
Tax Prep & CPA Handoff
Stop paying CPA hourly rates for basic data entry. Hand over neatly sorted income and expense buckets ready for your CPA.
Investor & Partner Updates
Deliver clean financial snapshots to partners or investors without spending your weekend on paperwork.
Instant Profitability Check
Answer "Am I actually profitable?" instantly instead of guessing from raw account balances.
See it before you generate it
A live look at the kind of P&L report ClearBook builds from your statements.
What elsehandles
Your P&L report is a starting point — ClearBook can keep your books current going forward.
Hands-Off Ongoing Bookkeeping
We handle transaction categorization, account reconciliation, and receipt organization so your books stay current.
Plain-English Financial Clarity
Ask questions anytime about your cash flow, spending, or profitability and get clear, actionable answers.
Invoicing on Autopilot
Send invoices, collect payments online, and let ClearBook handle polite follow-ups and ledger logging.
Spot Unusual Spending
See duplicate charges, recurring expenses, and unexpected changes that may deserve a closer look.
Frequently asked questions
How accurate is the automated categorization?
ClearBook categorizes transactions using the details in your statements plus your business context, and flags anything ambiguous for a quick review. You stay in control and can adjust any category before the report is finalized.
Is my financial data safe?
Yes. Data is encrypted in transit, bank connections are read-only where supported, and ClearBook can never move funds through a read-only connection.
What statement formats are supported for manual upload?
You can upload PDF statements from most major banks, or securely connect your accounts to import your transactions automatically.
What happens after my P&L report is created?
Your report is ready to download and share right away. From there, ClearBook can keep your books current going forward — categorizing new transactions and refreshing your P&L each month so you are always ready for the next request.
Ready to turn bank statements into clear financial direction?
Select your turnaround speed and get your report today.
