Upload your bank statement. AI categorizes every transaction. Your P&L is ready in minutes — not your entire Sunday.
Upload a file. We handle everything else. You get a PDF your accountant can actually use.
Drop your credit card CSV, Wave export, Stripe statement, or bank PDF. Snap a receipt on mobile. We detect the format automatically.
AI reads every transaction and assigns a category. 200 transactions in under 5 seconds. Anything uncertain gets flagged as "Other" so you can recategorize with one click.
Pick a date range. Generate your P&L. Export to PDF. Clean, professional, and formatted the way accountants expect — not a wall of numbers.
We said no to 40 features so you don't have to navigate around them.
Credit card statements, Wave exports, Stripe CSVs, bank PDFs — all parsed automatically. Snap a receipt photo and AI reads it. No Plaid required. No bank login. Just a file.
AI reads your transaction descriptions and categorizes them against your category list. Batched, fast, and built to fall back silently when uncertain — your import never stalls.
Pick any date range — this month, last quarter, the whole year. One click generates a clean profit and loss statement. The PDF export is formatted the way CPAs and lenders expect.
You run a one-person show. We don't charge you for team seats you don't need, show you org-chart features you'll never use, or force a light mode that makes doing books at 11pm feel like a punishment.
| Tool | Price | CC Import | Wave Import | P&L Report | Complexity |
|---|---|---|---|---|---|
| Slimbooks | Free / $9/mo | ✓ | ✓ Native | ✓ | Minimal |
| QuickBooks Simple Start | $38/mo | ✓ | – | ✓ | Enterprise bloat |
| Wave | Free / $16/mo | CSV only | – | Limited | Invoicing crammed in |
| FreshBooks | $43/mo+ | ✓ | – | Plus plan only | Invoicing-first |
| Bench | $189/mo+ | ✓ | – | ✓ | Human + closed platform |
| Spreadsheet | Free | Manual | Manual | If you build it | You are the engine |
Slimbooks is the reporting layer Wave never built.
Wave handles invoicing well. But when your accountant asks for a P&L, you're on your own — manually mapping exports into a spreadsheet, recategorizing rows, and hoping the totals are right.
Slimbooks reads Wave's export format natively. Drop in your Wave CSV and every transaction maps to a category automatically. Income, expenses, everything — sorted and ready for a P&L in under a minute.
Import your Wave dataThe free tier does the job. The paid tier does it with no limits.
Sends 3–5 invoices a month through Wave. Needs a clean P&L every quarter for her accountant. Currently spends a Sunday afternoon wrestling a spreadsheet into shape.
Slimbooks replaces the spreadsheet.Gets paid through Stripe. Has a business credit card with 200+ transactions a month. His accountant keeps asking for a proper P&L, not a CSV dump.
Slimbooks turns the dump into a report.Runs a design studio of one. Has tried QuickBooks, FreshBooks, and Wave. Used 10% of each tool and paid for 100%. Just wants to know what she made this month.
Slimbooks is the 10% that matters.Upload your first CSV. AI categorizes everything and your P&L is ready before you finish your coffee. No credit card required.