Profit and loss (P&L) statement generator
Build a profit and loss statement from your bank, Stripe or spreadsheet export — no accounting software. ReportWise separates income from expenses, calculates net profit and margin, and lays it out as a branded PDF with a net-cash-flow chart and a written summary. It all happens in your browser, so your finances stay private.
Create your report freeHow it works
1. Drop your file
Drag in your CSV or Excel export. ReportWise reads it instantly, right in your browser.
2. We build the report
Columns are detected automatically and turned into metrics, charts and KPIs.
3. Download the PDF
Add your logo and brand colour, then download a polished, on-brand PDF.
What you get
- Total income and total expenses, separated automatically
- Net profit and profit margin
- Month-over-month change in profit
- A net-cash-flow chart and expense breakdown
- Private: parsed on your device, never uploaded
Your data never leaves your browser
ReportWise parses your file and builds the PDF entirely on your device. Nothing is uploaded to a server, so your financial data stays completely private.
Frequently asked questions
What is a profit and loss statement?
A P&L summarises your income, expenses and resulting net profit over a period. ReportWise builds one from your transaction export.
Where does the data come from?
A bank statement, Stripe export or any spreadsheet with dated amounts. ReportWise detects income and expense columns automatically.
Is my financial data safe?
Yes. The file is read and the PDF built entirely in your browser — nothing is uploaded to a server.