Profit & Loss Reports
for Restaurants

Upload your bank and credit card statements. Fidistra's AI sorts every transaction into a restaurant Chart of Accounts and gives you a P&L with Prime Cost, ready for your CPA.

Fidistra P&L report for a restaurant showing revenue, expenses, net income and an expense breakdown by category

Bookkeeping that speaks restaurant

Built around how restaurants actually track money: food and beverage cost, labor, and Prime Cost.

Any bank, PDF or CSV

Upload checking and credit card statements from any bank. No bank login required.

AI categorization

Every transaction is sorted into food, beverage, labor and operating expenses. You review and adjust in one click.

Prime Cost tracking

See food, beverage and labor cost as a percentage of sales, the number that matters most.

Transfers handled

Credit card payments and transfers between accounts are detected automatically, so nothing is counted twice.

Restaurant Chart of Accounts

Categories designed for restaurants out of the box, from catering revenue to merchant processing fees.

Ready for your CPA

Export your P&L to CSV or Excel, or print it to PDF, and share it with your accountant or partners.

From statement to P&L in minutes

Three steps. No spreadsheets.

  1. 1

    Upload statements

    Drag and drop your bank and credit card statements.

  2. 2

    Review categories

    AI categorizes every transaction. Confirm the few it flags for review.

  3. 3

    Get your P&L

    Your Profit & Loss report with Prime Cost is ready to export.

Your financials stay yours

Bank statements are sensitive. We treat them that way.

No bank login

You upload statements. We never ask for your online banking credentials.

Statement files not stored

Files are processed and discarded. Only the extracted transactions are kept.

Isolated per restaurant

Encrypted in transit, with row-level security so only your team can see your data.

One plan. Everything included.

Simple, annual pricing

Billed once a year. Cancel anytime from your account settings.

Best Value
Standard
Complete automated bookkeeping for your business
$39.00
Billed yearly
  • Single business entity
  • Up to 5,000 transactions per statement
  • Up to 500 bank statement uploads / year
  • Max 10 MB per statement upload
  • AI automated categorization & transfer detection
  • Profit & Loss (P&L) reporting & Prime Cost
  • Export reports to CSV and PDF
  • Standard email support
Custom
For multi-location groups, franchises, and enterprise volume
Contact Us
  • Unlimited entities & locations
  • Unlimited statement uploads & transactions
  • High-volume & multi-page statements
  • Custom Chart of Accounts & integrations
  • Priority AI processing queue
  • Dedicated onboarding & priority support

Questions, answered

The things restaurant owners ask us most.

What statement formats are supported?

We support PDF and CSV bank statements and credit card statements from all major banks. Simply upload your statements and Fidistra extracts and parses all transactions automatically.

How does AI categorization work?

Our categorization model is trained specifically on the restaurant Chart of Accounts to categorize food, beverage, labor, and operating expenses, while automatically detecting inter-account transfers and debt payments.

Can I track Prime Cost?

Yes. Fidistra tracks Cost of Goods Sold (COGS) and labor costs as a percentage of total sales according to restaurant industry standards, giving you instant insight into your prime cost margin.

Can I share reports with my accountant or CPA?

Yes. You can download and export cash-basis Profit & Loss (P&L) statements in CSV, Excel, or PDF format to seamlessly share with your CPA or tax professional.
See all questions

Know your numbers this month

Upload last month's statements and see your P&L and Prime Cost today.

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