Upload one or more QuickBooks trial balance exports. We'll auto-detect periods, classify every account, and generate a full three-statement model with period-over-period variance analysis.
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Drop Trial Balances here
or browse files — supports multiple files
Accepts .xlsx, .xls, or .csv exports from QuickBooks Desktop or Online. Each file should contain account names/numbers with debit/credit or net balance columns. Period dates are auto-detected from file headers or filenames.
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Optional: Drop a QBO Account List export here to boost classification confidence. Provides QB Type & Detail Type for every account.
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Accounts Requiring Classification
These accounts could not be auto-mapped. Assign a financial statement category.
Income Statement (Profit & Loss)
Balance Sheet
Statement of Cash Flows (Indirect Method)
Reconciliation & Integrity Checks
Source Trial Balance (All Periods)
🔬 Classification Diagnostics & Error Analysis
Accounts where the auto-classification may differ from GAAP/PE convention — review before sharing with clients
