Financial clarity for service businesses
Upload your bank statement — PDF, CSV, or screenshot. Get a clear P&L in seconds: revenue, expenses, net profit. Built for HVAC, plumbing, and field service businesses who are tired of categorizing transactions by hand.
Drop your statement. See your financials clearly.
How it works
Drop a PDF, CSV, or exported statement. Works with most major banks — Chase, Wells Fargo, BMO, US Bank, and more. Upload from your phone while on 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.
What beta testers say
"I finally know where my money goes. Took me five minutes and I could see my whole month."
— Mike T., HVAC contractor (beta tester)
"I was paying my bookkeeper $200/month for a spreadsheet I didn't understand. Brief costs $29 and I actually get it."
— Sandra R., plumbing business owner (beta tester)
"Uploaded my Chase PDF on a Tuesday. By Wednesday I knew exactly where I was losing money."
— James L., electrical contractor (beta tester)
Pricing
For solo operators getting serious about their numbers
For service businesses with multiple clients
Starter plan includes a 7-day free trial. Card required to start. Cancel anytime.
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. For field service shops, it just takes a statement upload.