Select a client above, then choose a workspace below.
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Client Area
Manage income, deductions, P&L statements, payroll, tax helper, balance sheet, and bank statements for each client.
Financial Data
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Statement Builder
Drag-and-drop canvas editor for building fully custom bank statement layouts with live transaction data, tracing tools, and PDF export.
Canvas Builder
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Paystub Builder
Design custom paystub layouts with earnings tables, deductions, YTD totals, and all employee pay data fields.
Canvas Builder
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Tax Forms Builder
Build custom tax summary documents with Schedule C data, payroll summaries, W-2 totals, and tax estimation fields.
Canvas Builder
Income
(.xlsx with Date, Description, Amount columns)
Cost of Goods Sold
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Deductions
(.xlsx with Date, Description, Category, Amount columns)
Add to Full Year (12 monthly entries):
or
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Spreads amount across realistic dated vendor transactions (AI descriptions)
Page 1 of 185%Design Mode
Opacity:40%Tool:Size:2Load a reference image to begin tracing
Elements
Fields
Text
Shapes
Media
Utilities
Containers
Data Tables
Notices
Click any field to add it to the canvas
Production PDF Previewâ
Properties
Select an element to edit its properties
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Elements
Fields
Properties
Select an element to edit its properties
Page 1 of 185%
Elements
Fields
Properties
Select an element to edit its properties
Export Professional PDF
Fill in the details below to generate a professional P&L statement PDF with a CPA cover section.
Client Information
Preparer Information (CPA / Tax Professional)
Additional Notes
Bank Statement Preview
Add Client
Business Information
Tax Profile (Schedule C / 1040)
CPA / Tax Preparer
New Client Setup Wizard
Add Payroll Entry
Payroll Details
Hours & Earnings Detail
Tax Breakdown Preview
Generate Full Year Payroll
Setup
Generate payroll entries for the year. Pay rate is pulled from the employee record. YTD caps (SS, FUTA) are tracked automatically. Deductions for total wages and employer taxes will be created.
Periods with existing entries are skipped. Hourly employees get holiday pay at 1.5x overtime rate for federal holidays.
Full Year Summary
Debt & Credit Setup
Upload a credit report or confirm debts before generating personal bank transactions. Mortgage, auto loans, and other payments from the report will replace estimated amounts.
Upload Credit Report
Reports linked to this employee are selected automatically.
Housing Situation
Monthly Debts to Include
Use
Creditor
Type
Balance
Monthly Pmt
Day
Add Employee
Employee Information
Address
Compensation
Tax & Withholding
Overtime & PTO
Deductions & Benefits
Pre-tax deductions (401k, health, HSA) reduce taxable wages. Post-tax deductions (Roth, union dues) are taken after taxes. Save the employee first, then manage deductions here.
Direct Deposit
Emergency Contact
Notes
Generate Next Year
Loading current year data...
Business Year Simulator
Generate a complete realistic year for any client: income, COGS, operating expenses, and optional payroll. Settings are saved per client and apply to all future years.
AI Expense Generator
Generate realistic operating expenses with vendor names and dates. Uses the client's business type profile.
AI Transaction Generator - Income
Generate realistic income transactions using AI. Transactions will be distributed across the entire year with seasonal variation.
Describe the type of business so AI can generate matching customer names and descriptions
Each month will have at least this many (varies up)
Total income spread across 12 months with seasonal highs/lows