What happened, compared with what, and why.
✦ Ask the analyst
Available on every tab in your workspace — answers come with sources, the period, the calculation, and a confidence level.
Answers run on your connected books after signup. The sample keeps every number deterministic — it never improvises a reply.
2. Performance
Monthly P&L
Closed-period income statement — actuals only. The forward view lives in Forecast → Outlook.
Monthly P&L
Actuals
| Line | Jan 26 | Feb 26 | Mar 26 | Apr 26 |
|---|---|---|---|---|
| Revenue | $1,120,809 | $1,143,414 | $1,166,474 | $1,190,000 |
| Cost of revenue | $885,439 | $903,297 | $921,515 | $940,100 |
| Gross profit | $235,370 | $240,117 | $244,960 | $249,900 |
| Operating expense | $174,360 | $175,532 | $176,712 | $177,900 |
| Operating profit/(loss) | $61,010 | $64,585 | $68,248 | $72,000 |
| Ending cash | $374,150 | $393,526 | $414,000 | $486,000 |
Closed-period income statement — actuals only. The forward view lives in Forecast → Outlook. Outlook →
P&L · What moved
P&L Overview
Trends (last 6 months)
Revenue
$1,190,000
No budget for this period
Nov 2025 – Apr 2026
Gross profit
$249,900
No budget for this period
Nov 2025 – Apr 2026
Operating profit
$72,000
No budget for this period
Nov 2025 – Apr 2026
Net income
$72,000
No budget for this period
Nov 2025 – Apr 2026
Open the drivers → Period comparison →
Ready when you are
Build this from your numbers
You just watched it work on sample data. Point it at your books and the same briefing is built from them after the first sync — read-only, nothing written back.
What you get
A monthly refreshed forecast with a reviewable draft, a 13-week cash view, a working decision queue, an investor-ready management report, Excel & Google Sheets sync, and a Slack digest.
No ledger writes · Read-only connections · Cancel anytime