Getting your numbers in order
Straight answers on profit & loss statements — when you need one, what goes on it, and how to pull the statements to build it. No jargon.
Profit & loss, explained
What lenders and the SBA want on a profit & loss, how many months to include, and how to produce one fast.
When freelancers and sole proprietors need a P&L — loans, mortgages, tax time — and how to build one from bank statements.
Download your statements
Step-by-step instructions for getting the monthly PDF statements you need, by bank.
- Chase statements →Account tile → Statements & documents
- Bank of America statements →Account → Statements & Documents tab
- Wells Fargo statements →Menu → Statements & Documents
- Citibank statements →Account → Statements / eStatements
- TD Bank statements →Account → Statements & Documents
Upload the PDFs and get a management-use profit & loss in minutes — every statement reconciled to the penny. $49 for 3 months, then $9 each additional month. Full refund if we can't reconcile.
Get your P&L · $49This guide is general information, not tax, legal, accounting, or financial advice, and does not create a professional relationship. Lender requirements and bank websites change; confirm specifics with your lender and financial institution. RapidPnL reports are cash-basis summaries generated from customer-provided data for management use only, not audited or CPA-reviewed. © 2026 RapidPnL LLC.