Know your numbers.
Stop guessing at profit.

Import your bank statement, let Suite categorize every transaction, and see your actual profit margin — no spreadsheets required.

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Your books, done in minutes.

  • CSV/PDF bank import — upload your statement and transactions appear instantly
  • Smart categorization — Suite learns vendors and auto-tags repeat transactions
  • Income & expense tracking — every dollar in and out, by category
  • Profit & loss summary — monthly P&L with revenue, COGS, and net income
  • Custom categories — create your own chart of accounts
  • Learned mappings — categorize once, never touch it again
  • CSV export — hand your accountant clean data at tax time
March 2026 — P&L Summary 38% margin
$12,480
Revenue
$7,740
Expenses
$4,740
Net Profit
Cleaning Supplies — Costco
Auto-tagged: Supplies
−$284.50
Stripe Payout — March 18
Auto-tagged: Revenue
+$1,840.00
Gas — Shell Station
⚠ Needs category
−$67.80
47 of 48 transactions categorized

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