| Revenue | $20,000 |
|---|---|
| Expenses | $14,000 |
| Net income | $6,000 |
PROTOOLIO STATEMENTS
No-frills, super simple financial statement builder
Build and save financial statements for your small business or startup in a lightweight workspace.
Start with up to 3 statements. Compare plans
FOUR WAYS TO SEE YOUR BUSINESS
Choose the view you need
Illustrative examples below show the purpose of each statement type.
See your financial position
Organize assets, liabilities, and equity at a point in time.
Create a statement| Assets | $50,000 |
|---|---|
| Liabilities | $20,000 |
| Equity | $30,000 |
| Operating activities | $8,000 |
|---|---|
| Investing activities | −$3,000 |
| Financing activities | $2,000 |
| January | $20,000 |
|---|---|
| February | $22,000 |
| March | $24,000 |
GO FURTHER WITH PRO
Add context and bring others into the conversation
Explore AI analysis
Get the analysis and recommendations of a financial analyst with our integrated AI analyst.
Share with others
Create a public link to share a statement with your team or other stakeholders.
PRICING
Start simple. Grow your workspace.
Free
$0
- Up to 3 saved statements
- Income statements and balance sheets
- Cash flow statements and revenue forecasts
AI analysis, sharing, and priority support require Pro.
Start freeROOM TO GROW
Pro
$3 / month
Billed annually.
- Unlimited statements
- Unlimited AI analyses and recommendations
- Share statements with others
- Priority customer support
GOOD TO KNOW
Frequently asked questions
Which statements can I create?
Income statements, balance sheets, cash flow statements, and revenue forecasts.
What is included in the free plan?
You can save up to 3 statements. Pro adds unlimited statements, AI analysis, sharing, and priority support.
How does sharing work?
Pro lets you share a statement using a public link. Anyone with the link can view the shared statement.
Can I import an existing statement?
Statement imports and consolidated statements are not supported right now.
What is the refund policy?
Refunds may be issued at our discretion in certain circumstances. Read the refund policy for details.
Build your first statement.
Bring your figures together in a simple workspace.
Sign up for free