Client Pipeline
Manage client bookkeeping workflow
0 Total
0 Active
0 Done
New 0
In Progress 0
Review 0
Done 0
Sent 0
Total Income
$0
↑ 0%
Total Expenses
$0
↓ 0%
Net Profit / (Loss)
$0
— margin
Transactions
0
0 need review
Income vs Expenses
Dec 2025
Top Expense Categories
Spending Alerts
PDF Import
CSV Import
Upload CSV Bank Statement
Drop your CSV here or click to browse
Exported from your bank's online portal · Most banks offer CSV download
Map your columns — Tell us which column is the date, description, and amount.
Preview (first 5 rows)
Transactions outside this month will be saved and offered at the start of the following month.
AI is categorizing your transactions...
This usually takes 10–20 seconds.
This usually takes 10–20 seconds.
Upload PDF Bank Statement
Drop your PDF here or click to browse
Chase, Bank of America, Wells Fargo, Amex and most major banks supported
PDF processing powered by AI. Import your bank statements in seconds.
AI is reading your statement...
Extracting transactions from your PDF. This may take 15-30 seconds.
Extracting transactions from your PDF. This may take 15-30 seconds.
Transactions
| Date | Account | Description | Payee | Category | Amount |
|---|
Manual Entry
Personal Funds
Add Transaction Manually
Record business expenses you paid with personal funds, or business income deposited to a personal account. These flow into your P&L but are flagged for your tax preparer.
Add Business Expense Paid From Personal Account
Add Business Income Deposited To Personal Account
Personal Fund Entries
| Date | Type | Description | Category | Amount |
|---|
Profit & Loss Statement
Expense Breakdown
Meals & Entertainment: Recorded at 100% of what you spent. Meals & Entertainment is not 100% tax deductible — your tax preparer should make this adjustment on the tax return.
Donations: Business donations are generally not deductible on Schedule C. Your tax preparer should review these for proper treatment.
Cash Flow Statement
Why does profit differ from my net cash change? Your P&L shows operating profit — income minus expenses. Your cash flow also includes owner draws, loan payments, credit card payments, and transfers between accounts. These move cash but don't affect profit.
Month-to-Month Comparison
Net Profit — Monthly Trend
Income vs Expenses by Month
Backup & Restore
Export your data for safekeeping or restore from a previous backup
💾 Create Backup
Downloads a zip file containing your complete transaction history, all reports, and a restore file you can use to recover everything if you ever clear your browser cache.
transactions.csv
Every transaction with date, description, category, amount, and account
reports
P&L, Cash Flow, and Transaction Detail — opens in a new tab, print to PDF from there
clasifi-backup.json
Complete restore file — transactions, accounts, learned rules, and settings
🔄 Restore from Backup
Upload your clasifi-backup.json file to restore all your transactions, accounts, learned rules, and settings.
This will replace all current data. Make sure you want to restore before proceeding.
📂
Drop clasifi-backup.json here
or click to browse
Reconcile
Verify your imported transactions match your bank or credit card statement
Statement Details
Enter the date range and totals from your statement — any period, any account. Clasifi will check your imported transactions against those numbers.
📅 Use the exact dates printed on your statement — these may not be the 1st and last day of the month.
Balance before the first transaction on this statement
Set budget targets for each category. Clasifi will track your progress and alert you to unusual spending spikes. Enter your annual amount — monthly view divides by 12 automatically.
Annual Budget
| Category | Annual Budget | YTD Actual | Remaining | Progress |
|---|
📋 Notes for Your Tax Preparer
Year-End Tools
Record Loan Interest
Enter your annual loan interest from your loan statement. This creates a P&L entry and reduces your loan payment balance.
Export Full Year Package
Downloads P&L, Cash Flow, Transaction Detail, and CPA Notes as a ZIP file.
Start New Year
Roll over your profile and accounts to a new tax year. Your current data is saved.
Business Profile
Google Drive
Connect Google Drive
Auto-backup to your own Drive
→
Bank / Credit Card Accounts
Custom Categories
Up to 10 custom categories
🔑 License
🧠 Learned Rules
Every time you correct a category, Clasifi remembers it. These rules are applied automatically on future imports.
⚠️ Danger Zone
Permanently delete your Clasifi account and all data stored in this browser. This cannot be undone. You will also be directed to cancel your subscription.