For tax and accounting firms
Get your firm's capacity back without hiring.
Upload a bank statement PDF or connect your tools. Get a review-ready P&L in under a minute. Save time and money.
- About one full-time bookkeeper's worth of hours back
- Connects to your existing tools. Optional.
- Any firm, any client, even with no books
The constraint is staff, not demand.
You have the clients. You do not have the hours. Most of those hours go to categorizing transactions, chasing reconciliations, and getting books ready for review.
- of firms are turning away clients because they lack staff.
- 73%
- of firms are at or near full capacity.
- 69%
- staff hours per year spent on P&L work at a typical firm.
- ~3,000
Source: 2026 Accounting Talent Index.
How it works
Three steps. Your firm keeps control of what the client sees.
Step 1: Upload a bank statement or connect your tools
Drop in a client's bank statement PDF. If the client already uses QuickBooks, Xero, or another financial tool, connect it instead. Either way works, and no connection is required.
Step 2: Arjant builds the P&L
Transactions are categorized and reconciled, and a review-ready P&L spreadsheet comes back in under a minute. Anything uncertain is flagged for review, not guessed.
Step 3: Your team reviews and delivers
Staff see every flagged item in one place. They approve, adjust where needed, and send the statement to the client.
Who it's for
Any tax or accounting firm, and any client they serve.
Firms of any size
From a solo practice to a multi-office firm. If you produce P&L statements for business clients, Arjant takes the manual work off your staff.
Clients on any software
QuickBooks Online, QuickBooks Desktop, Xero, or anything else. Arjant connects to whatever financial tools the client already uses.
Clients with no bookkeeping at all
A bank statement PDF is enough. Arjant builds the P&L from the statement itself, with nothing to install and nothing to connect.
Get on the list.
We are onboarding firms in batches so each one gets set up properly. Join the waitlist to reserve a spot, then share your link to move up.