No-frills, super simple financial statement builder

Protoolio Statements is a simple and lightweight financial statement builder for small businesses, startups, and solopreneurs.

Free

$0

3 maximum statements
Unlimited AI analyses and recommendations
Share statements with others
Priority customer support
Import financial statements (Coming soon)
Generate consolidated statements (Coming soon)

Pro

$3/month

(Billed annually)

Unlimited statements
Unlimited AI analyses and recommendations
Share statements with others
Priority customer support
Import financial statements (Coming soon)
Generate consolidated statements (Coming soon)

Easily build financial statements

Build and save income statements, balance sheets, cash flow statements, and revenue forecasts in just a few clicks, with no unnecessary bloatware.

Analyze with AI Pro

Turn your financial statements into actionable insights. Get the analysis and recommendations of a financial analyst with our integrated AI analyst.

Share with others Pro

Share your financial statements with your team and other stakeholders with one-click shareable public links.

How to use Protoolio Statements

Build and save financial statements in a dedicated workspace. The app supports income statements, balance sheets, cash flow statements, and revenue forecasts, with additional analysis and sharing features where included in your plan.

How to use this tool

Choose the appropriate statement type, set its business and reporting period, and enter the figures from your records. Review calculated totals before saving or sharing. If you request AI analysis, verify its conclusions against the underlying entries.

Example

Create a monthly income statement to review profitability, then compare it with a cash flow statement to understand why cash changed differently from profit.

Understanding your result

The app organizes and analyzes entered figures; it does not establish that the bookkeeping is complete or audited. A public sharing link makes its statement accessible to people who receive that link, so review the content before enabling sharing.