Financial clarity for service businesses
Upload any bank statement — PDF, CSV, or screenshot. Get categorized financials in seconds: revenue, expenses, net profit. No data entry. No bookkeeper.
Drop your statement. See your financials clearly.
How it works
Drop a PDF, CSV, or exported statement from any bank. Wells Fargo, Chase, BMO, US Bank — any format, any statement period. Bank-statement upload works on mobile from the job site.
AI reads every transaction and auto-categorizes into revenue, expenses, and net profit — with full category breakdowns. No data entry.
Click any number to drill down. See revenue vs expenses, category breakdowns, and every transaction behind any figure. Bank-statement data, made clear.
The interface
Most bookkeeping tools show you totals. Brief shows you exactly where the money went — by category, by period.
All uploaded statements are encrypted before storage. No one can read your financial data — not even us.
Each customer's data lives in its own encrypted container. Your numbers never mix with anyone else's.
Statements are automatically purged after processing. We don't store your bank data indefinitely.
We never sell, share, or hand off your financial data to any third party. Ever. Full stop.
Security first
Financial data is sensitive. Most small businesses hand off their most sensitive records to bookkeepers or spreadsheets without a second thought. We built Brief with the assumption that trust is earned, not assumed.
Encryption, isolation, auto-deletion, and zero third-party sharing — baked in from day one. We'll publish a full security posture document before marketing.
Every week you spend categorizing expenses in a spreadsheet is a week you're not running your business. Brief turns your bank statement into a clear financial map you can actually navigate — in the time it takes to upload a file.
The gap between "I have a bank account" and "I know my numbers" used to require a bookkeeper. Now it just takes a PDF.