Next-Gen Financial Intelligence Engine
FinSight — P&L & Reconciled Workbook
Transform raw bank statements and purchase receipts into a professional 7-sheet consolidated financial model with automated category classification, reconciliation, and tax schedules.
1
Upload2
Review3
Customize4
Download1. Bank & Credit Card Statements
Upload monthly bank or credit card statements (PDF, PNG, JPG, Word, Excel).
2. Invoices & Purchase Receipts
Invoices & receipts (PDF, PNG, JPG, Word, Excel) to reconcile against bank debits.
What do you want to generate?
Profit & Loss
Reconciled Ledger
Expense Matrix
Vendor Spend
Bank Summaries
Reconciliation
Invoice Breakdown
Tax & VAT Schedule
You can fine-tune or pick specific sheets in the review step before exporting.
Files processed securely, never shared Encrypted storage & re-downloadable history PDF, XLS/XLSX, CSV & DOCX supported Multi-currency & multi-region tax