Statements in · Financials out

A year of statements in. A Balance Sheet and P&L out.

Upload up to 12 months of bank and credit card statements. Rekonix Lite reads and categorizes every transaction, then builds a professional reporting packet — Balance Sheet and Profit and Loss, as PDFs.

Preview your Balance Sheet free. Pay $49.99 only when you unlock the download.

AcceptsPDF statementsBankCredit cardLoan
Harbor & Pine Design Studio
Balance Sheet
As of December 31, 2025 · Cash basis
PAGE 1 OF 2
Assets
Chase Business Checking ••482148,215.37
Total assets48,215.37
Liabilities
Amex Business Gold ••10073,842.19
Capital One Spark Cash ••33901,120.50
Total liabilities & equity48,215.37
PDF PACKET
Built forSmall business ownersFreelancers & sole proprietorsLoan & lender applicationsTax prep

How it works

Three steps. No bookkeeping knowledge required.

01

Upload your statements

Up to 12 months per account, as PDF statements from your bank, card issuer, or lender. Each account is detected automatically and named with the last four digits of its number.

02

Rekonix builds the books

Every statement is checked to the cent, every transaction is categorized and posted to a real double-entry ledger on a cash basis, and transfers between your own accounts are matched, so nothing counts twice.

03

Preview, then download

See your Balance Sheet free and rename accounts on it. Unlock the full packet as a PDF, and get a copy by email.

Sample packet

Two statements, formatted the way lenders and preparers expect.

The ledger always balances: Assets = Liabilities + Equity. Negative amounts appear in parentheses.

Harbor & Pine Design Studio
Balance Sheet
As of December 31, 2025 · Cash basis
Assets
Chase Business Checking ••482148,215.37
Total assets48,215.37
Liabilities
Amex Business Gold ••10073,842.19
Capital One Spark Cash ••33901,120.50
Total liabilities4,962.69
Equity
Opening balance equity21,400.00
Owner draws(18,000.00)
Net income39,852.68
Total equity43,252.68
Total liabilities & equity48,215.37
Harbor & Pine Design Studio
Profit and Loss
January 1 – December 31, 2025 · Cash basis
Revenue
Sales142,380.00
Interest & other income215.40
Total revenue142,595.40
Expenses
Contract labor38,400.00
Rent21,600.00
Advertising & marketing9,850.00
Travel7,486.30
Insurance7,500.00
Software & subscriptions6,214.88
Utilities4,380.00
Meals3,120.45
Office supplies2,941.17
Bank & card fees1,249.92
Total expenses102,742.72
Net income39,852.68

Sample figures for a fictional business.

Pricing

One packet, one price. No subscription.

$49.99 covers up to two bank or credit card accounts. Each additional account is $15. You see the price before you pay, and you only pay to download.

Balance Sheet and Profit and Loss, as PDFs
Up to 12 months of statements per account
Cash basis, double-entry, always in balance
Rename accounts before you download
Free preview of your Balance Sheet before you pay
Financial reporting packet
$49.99up to 2 accounts
+ $15 per additional account
Estimate your packet
2accounts
$49.99

These statements were prepared by Rekonix Lite from the bank, credit-card, and loan statements the owner uploaded for the period shown. They use the cash basis of accounting: income is recorded when it is received and expenses when they are paid. The Balance Sheet includes only the balances of the accounts whose statements were uploaded, together with items the owner identified. It does not include receivables, payables, inventory, assets acquired before the period, or depreciation. Transactions were sorted into categories by automated classification and reviewed by the owner. No compilation, review, or audit was performed, and no assurance is provided on these statements.

Rekonix Lite — a year of statements in, a Balance Sheet and P&L out