Statement Generator

Generate statements for unpaid invoices from your bookkeeping file

Upload Bookkeeping File

Select your bookkeeping Excel file (.xlsx)

How It Works
  1. Upload your bookkeeping Excel file (e.g., "CA 2026 OUTBOUND LOGISTICS")
  2. Select the customer you want to generate a statement for
  3. Review the list of unpaid invoices
  4. Generate a statement and optionally create a Gmail draft

Note: The system looks for invoices with positive amounts that don't have a payment date recorded.