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For Accountants
Assets, liabilities, and equity updated every period from the processed transactions — not rebuilt by hand at year-end.
The statement everyone needs and nobody maintains
Banks ask for it. Lenders ask for it. Buyers ask for it. And for most small clients, the balance sheet gets assembled from scratch under deadline pressure, because keeping it current was always someone’s someday-task.
What it does
- Builds the balance sheet from processed transaction data each period
- Tracks cash positions across all uploaded accounts automatically
- Carries liabilities like credit card balances from the statements themselves
- Keeps a period-by-period history, so the trend is visible — not just the snapshot
How you use it
- Process the periodThe balance sheet updates when the transactions do.
- Add what statements can’t seeFixed assets, owner contributions, and loans entered once, carried forward.
- Export when someone asksCurrent, consistent, and ready the day the bank calls.
Have a client who wants to see their own numbers? Send them to Financial Reports in Plain English — the business-owner version of this tool.
A balance sheet that’s always current.
Early access opens soon. Join the waitlist — no credit card, no setup.