Upload — Monthly Financial Overview
The complete picture for BLC: the bank transactions and what we're actually spending — the side the review with Jon doesn't cover — plus the QuickBooks reports. Everything's parsed on upload; only QuickBooks files leave the box (to Claude for extraction).
Uploading monthly documents?
Bank statement, transaction report, P&L, balance sheet, vendor costs — those go on Monthly Close, foldered by month in Google Drive. This page is just for importing the bank feed & QuickBooks numbers.
Bank activity
Paste the Bank of America activity table, or upload a CSV export. Duplicates are skipped automatically.
QuickBooks P&L / Balance Sheet
Upload your QuickBooks Profit & Loss and/or Balance Sheet export (.xlsx or .csv). You can select both at once. Claude extracts the line items.
Recent uploads
Latest successful import: Bank feed import · no data QuickBooks P&L / BS import · no data
Nothing uploaded yet.