Trial Balance to Financial Statements in Minutes
Import trial balance data from QuickBooks Desktop or Excel/CSV, organize accounts with custom groupings, and transform them into polished financial statements.
Powerful Features for Financial Statement Preparation
Everything you need to transform your trial balance into professional financial statements
Unlimited Companies
Manage as many clients as you need with no limits on companies. Switch between clients instantly while keeping all data organized, secure, and completely separate.
Professional Trial Balance Management
Import trial balance data from QuickBooks Desktop or Excel/CSV, view unadjusted and adjusted balances side-by-side, and make adjusting journal entries - all within a single workspace.
Flexible Account Groupings
Organize accounts into logical groups using simple drag-and-drop. Create unlimited grouping templates to support different report formats for different clients or reporting needs.
Reports Designed in Excel
Create your own report templates directly in Excel. Add markers where data should appear, customize fonts, layout, and formatting - your generated reports match exactly what you designed. Full control over the final output.
Why Accountants Choose TBDraft
Real features that save you time on every financial statement package
Comparison Types
Current Period, Prior Period, Prior Year, YTD, and Prior Year YTD - all built-in and automatic.
Custom Reports
Create as many report formats as you need. Different groupings for different clients, same trial balance data.
Formula Errors
No more manual Excel formulas, copy-paste mistakes, or broken references. What took hours now generates in seconds.
Local Data
Your financial data stays on your machine.
Simple, Transparent Pricing
One plan with every feature. Pay per device.
TBDraft
14-day free trialCard required. Cancel during your 14-day trial and you won't be charged.
Everything included
- Unlimited reports
- Custom templates
- Advanced integrations
- Manage unlimited companies