About Balance Sheet Template

Balance Sheet Template turns statements into clean, structured spreadsheets. Upload a PDF or image and get your data back as CSV or Excel in seconds — no manual re-keying, and no templates to configure.

What it does

Build a clean balance sheet, profit & loss statement, or personal financial statement in minutes — sections and totals calculated for you. Print, PDF, CSV, or Excel.

Who it's for

Three statements from one tool — balance sheet, P&L, and the personal financial statement banks request for SBA and commercial loans. Pre-built sections you edit, totals that always add up, a layout a loan officer can read at a glance.

Your data stays yours

Statements are generated in your browser. Nothing you type is stored unless you save it to your account — and you can delete it anytime. See our privacy policy for details.