Finally Know If Your Business Is Actually Profitable.

AI Profit Assistant. What it does: Turns the income and expenses you’ve logged into a plain-English profit brief, and answers questions about your numbers. How it works: It reads your transactions, summarizes what you earned, spent, and kept, then lets you ask follow-ups like “Why did my profit drop?” and get answers from your real data. How it helps: You understand your numbers without accounting jargon, so you can make decisions faster.

Receipt Scanner. What it does: Creates an expense from a photo of a receipt so you don’t have to type it in. How it works: Snap a photo and AI reads the vendor, amount, and date, then suggests a category — usually in about 20 seconds. How it helps: No manual entry, and your expenses stay complete and organized for tax time.

Live P&L Dashboard. What it does: Shows your income, expenses, and net profit in real time. How it works: Every transaction you add updates the dashboard instantly — no reports to run or spreadsheets to refresh. How it helps: You always know where you actually stand, not just your bank balance.

Invoicing. What it does: Lets you create and send invoices to your customers. How it works: Build an invoice, send it, and when it’s marked paid it flows into your P&L automatically. How it helps: You get paid and keep your profit numbers accurate without double entry.

Optional Bank Connection. What it does: Lets you connect a bank account to bring in transactions automatically — only if you want to. How it works: Connect securely through Stripe when you’re ready. Your bank login is never stored by YourProfitBook. How it helps: Less manual entry, while staying 100% optional — you can start tracking manually today.

Cash Flow. What it does: Shows money in versus money out over any date range you choose. How it works: It groups your income and expenses across the period so you can see the trend at a glance. How it helps: You spot slow periods and cash crunches early, before they become a problem.

Dispute Protection. What it does: Helps you organize proof for payment disputes and chargebacks. How it works: Keep the relevant records together and export a clean evidence PDF in one click. How it helps: You can respond to disputes quickly with organized documentation.

PDF & Excel Exports. What it does: Exports your reports as PDF or Excel files. How it works: Download your profit and transaction reports whenever you need them. How it helps: Easy to share with your accountant or lender, or keep for your own records.

Business Health Score. What it does: Summarizes profit, expenses, and cash flow into one simple score. How it works: It looks at your key numbers and rolls them into a single scorecard. How it helps: A quick gut-check on how your business is doing without digging through reports.