Upload PDF statements and let Gemini AI auto-extract dates, vendors, and amounts into clean rows in seconds.
No expensive monthly software. All your financial data stays securely inside your own Google Drive
Pre-configured Chart of Accounts designed for Sole Proprietors, Single-Member LLCs, and Schedule C tax filing
Step 1: Get Your Template – Select a plan, enter your Gmail, and copy the sheet to your Google Drive.
Step 2: Upload PDF Bank Statements – Let smart automation extract dates, vendors, and amounts into clean rows.
(Support standard PDF statements from Chase, Bank of America, Commonwealth)
Step 3: Review & Generate P&L – Categorize transactions and instantly view your financial report.
Free Starter ($0.00)
✓ Up to 20 bank transactions
✓ 1 Bank Account supported
✓ Auto PDF Data Extraction
✓ 100% User Review & Control
✓ Sample P&L only
✓ Help Center Support
P&L Template ($9.00)
✓ Up to 20 bank transactions
✓ 1 Bank Account supported
✓ Auto PDF Data Extraction
✓ 100% User Review & Control
✓ Automated P&L Formulas
✓ Help Center Support
Basic ($49.00/year)
✓ Up to 200 transactions/month
✓ 3 Bank Account supported
✓ Auto PDF Data Extraction
✓ 100% User Review & Control
✓ Automated P&L
✓ Cash Flow Summary
✓ Schedule C-Ready Categorization
✓ Help Center Support/Email
Why does Google show a "Google hasn't verified this app" warning?
This is a standard Google security prompt for custom Google Apps Script automation. Our script runs 100% inside your own Google Drive and does not store or share your financial data externally. Simply click Advanced \ Go to Client App (unsafe) to complete the one-time authorization.
Q: Is my financial data private?
A: Yes, 100%. All processing happens between your Google Sheet and Google's official Gemini API. We never store your transaction details on third-party database servers.
Q: Can I edit the Chart of Accounts (COA)?
A: When registering the pricing plan "Basic", You can customize account categories to match your specific business model and expense types
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Email: support@proficvn.com