The one-evening method
A month of books, done tonight
Not a course. Not a system to learn. Upload last month's bank statement and be finished before dinner.
The method
Three moves, in order
- 1
Gather
Download last month's PDF statement for every account the business touched. Checking, card, PayPal, Stripe. Skip the receipt shoebox.
- 2
Upload
Drop them all in at once. Every transaction gets a category and a confidence score. No bank login, ever.
- 3
Review
Check only the handful the AI was not sure about. Confirm once, similar ones follow.
The payoff is one page
Revenue on top, expenses under it, and the number you actually run the business on at the bottom. Tap any line to see inside it.
- The report your tax preparer asks for in April
- The number to set aside taxes from, every quarter
- The first honest answer to “was last month good?”
Mixed personal and business in one account? Mark personal lines as you review and they stay out of your numbers. Then open a separate business account, and next month there is nothing to untangle.
Compared
The three ways to get books done
| A spreadsheet | A bookkeeper | ProfitBooks | |
|---|---|---|---|
| Who categorizes | You, every line | Them, eventually | The AI, tonight |
| Turnaround | A weekend | Days of back and forth | One evening |
| Monthly cost | $0 | $300+ | $20/mo |
| Bank login needed | Sometimes |
FAQ
Questions, answered
Do I need any accounting background?
No. You confirm a few categories and read one report. If you recognize your own vendors, you are qualified.
What if my account has personal spending mixed in?
Mark those as personal while you review and they stay out of your business numbers. Open a separate account after, and next month is clean by default.
Why statements instead of connecting my bank?
The statement is the document your bank stands behind, it carries opening and closing balances, and it needs no login. Upload the PDF you already download.
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.