Receipts to P<ier B · Recurring B2B tools
Know your profit every month, without the spreadsheet.
Upload your bank and card files and snap your receipts. Every transaction gets sorted, and your profit and loss report is ready to download.
Then $32 a month. Cancel anytime. For US businesses.
Bluebird Cleaning Co.
Receipts to P&L
- Oct 184 receipts and the September bank CSV uploaded
- Oct 1Transactions sorted into 14 categories
- Oct 13 unclear items flagged for you
- Oct 1September P&L ready to download
The problem
Why this matters.
Month-end bookkeeping is the job everyone puts off.
- Hundreds of bank lines to sort by hand, every month.
- Receipts in the truck, the shoebox and your email.
- No idea if last month was profitable until tax time.
How it works
What happens, step by step.
Step 1
Upload your files
The CSV from your bank or card website, plus photos or PDFs of your receipts.
Step 2
Everything gets sorted
Your own rules first, then AI for the rest. Unclear items are flagged for you, and receipts match their bank charges.
Step 3
Get your P&L
A PDF and a spreadsheet for any period, plus last month's report by email on the 2nd.
What's in the kit
Everything you need to run it.
The working automation
Hosted for you: bank file import with duplicate checks, receipt reading and matching, category rules, and P&L reports. An n8n version logs everything to a Google Sheet.
A 6-lesson video course
Why monthly numbers matter, how sorting works, setup, clean categories, reading your P&L and working with your accountant.
A step-by-step setup guide
Including how to download the right file from common US banks.
Video guides
A full setup walkthrough and a short demo.
A marketing pack
A month-end checklist, a receipt habit card and an email to your accountant.
The course
6 short lessons.
- 01Why monthly numbers matterIn the trial · 4 min
- 02How the sorting worksIn the trial · 4 min
- 03Set it up and sort your first monthFull access · 5 min
- 04Clean categories that stay cleanFull access · 4 min
- 05Read your P&L and act on itFull access · 4 min
- 06Work with your accountant, and keep it runningFull access · 4 min
Questions
Before you start.
Is this tax advice?
No. It's a bookkeeping summary on a cash basis. It sorts your transactions and adds them up. Your accountant decides what's deductible and files your taxes.
Does the AI do the math?
No. The AI only suggests categories and reads receipts. Every total in your report is calculated in code from your transactions, so the numbers always add up.
Which banks does it work with?
Any US bank or card that lets you download transactions as a CSV file, which is nearly all of them. Uploading the same file twice is fine: duplicates are skipped.
What if it picks the wrong category?
Anything unclear is flagged for you. Fix a category once and turn on "Always," and that vendor is sorted that way from now on.
Is my financial data safe?
Card, Social Security and bank account numbers in bank descriptions are hidden before anything is saved or sent to the AI. Receipts and reports are stored privately.
Can my accountant get the reports?
Yes. Add their email in Setup, and they'll get the monthly PDF and a spreadsheet of the transactions behind it.
- 7-day trial
- $9
- Then monthly
- $32/mo
In the trial: the working tool, the setup guide and lessons 1–2 of the course.
After your first monthly payment: the full course, video guides, the n8n file, the marketing pack and priority support.
Try it for 7 days for $9Cancel anytime · US businesses only
$9 for 7 days, then $32 a month. Cancel anytime from your dashboard.
See your real profit every month.
Start the 7-day trial and upload last month's bank file.