Profit & Loss
all timeRevenue vs Expenses
Expense mix
Top categories
Operating ratio
Category spend trend
Calendar
Drop your statement here, or click to browse
Bank of America CSV export (or any bank). You'll pick which account & card it belongs to. For a PDF, copy the transactions and use Paste text. Turn on AI reading to auto-sort charges into trucking categories. Data is saved in this app.
Train categories
Every unique merchant is listed once, biggest spend first. Pick the right category — it applies to all matching transactions, and with auto-learn on, similar new merchants get sorted the same way automatically.
Categories
Add your own expense types, rename or recolor them, and delete ones you don't use. Colors show across the P&L and every chart.
Recurring & Subscriptions
Merchants that charge you on a regular schedule — insurance, ELD software, leases. Detected automatically from repeat charges with similar amounts and timing.
Insights
Where the money is moving — new payees, possible duplicates, gaps in your data, cash flow ahead, and period-over-period comparisons.
Accounts & cards
Set up your bank accounts and the cards under them. Every statement you import is tagged to an account (and optionally a card), so you can view each one separately or all together. Transfers between your own accounts can be auto-detected and excluded from revenue/expenses.
Running balance
real balance where the statement provides one · dashed “(est.)” lines are computed from transaction totalsTeam
Everyone here shares the same books — one login per person, all synced. As Owner you can promote teammates to Accountant (full edit access) or keep them as Viewer (read-only).
Activity
Who did what, and when — statement imports, category changes, account edits, role changes.