Trustee-ready P&L reports,
built for self-employed bankruptcy clients.
BK P&L Studio turns bank statements into clear, accurate Profit & Loss reports and supporting documentation — with bank-statement verification, ledger intelligence, and a client review portal.
Everything you need to produce a clean P&L
Built specifically for the workflow of self-employed bankruptcy cases.
Bank Statement Verification
Match CSV imports against bank statements to catch missing rows, duplicates, and reversed directions before they reach a report.
Ledger Intelligence
Auto-categorization with merchant memory, industry templates, bulk actions, and a full Category Manager keep the ledger accurate and consistent.
Trustee-Ready Reports
Standard P&L, Trustee Explanation, Large Transaction Review, Client Documentation Request, and Financial Activity reports — each saved as an immutable, finalizable snapshot.
Client Review Portal
Share reports securely, collect client explanations and signatures, and track status from sent to approved with a full activity log.
Bankruptcy Case Tracking
BestCase import with Florida district and division detection, case status, and 341 / confirmation / discharge dates in one place.
Invoice Center
Track services, generate invoices, record payments, and manage employers across your firm.
Industry Templates
Pre-built category and rule sets for common self-employed occupations accelerate new jobs.
Secure & Isolated
Firm-level data isolation, role-based access, and audit logs keep every client's records private to your team.
How it works
From raw statements to trustee-ready documentation in four steps.
Import bank statements
Upload CSV exports and verify every row against the statement — no missing or duplicate transactions.
Verify & categorize
Review flagged items, correct directions, and apply consistent categories with templates and bulk tools.
Review with your client
Share the report through the client portal, collect explanations and signatures, and track approval status.
Generate trustee-ready reports
Finalize immutable, audit-ready P&L and supporting documentation for the trustee.
About BK P&L Studio
BK P&L Studio is professional Profit & Loss reporting software built for self-employed bankruptcy clients and the firms that serve them. It combines bank-statement verification, ledger intelligence, and a client review portal to produce accurate, audit-ready documentation — without exposing sensitive financial data through public forms.
Every report is saved as an immutable snapshot, every action is auditable, and every client's records stay isolated to your firm.
Request Information
Tell us a little about your needs and we'll get back to you. We never request bank statements or account numbers through this form.