P&L Live

Pick a period — This Month/Last 3 Months/This Year/Custom — everything below updates to match.

Scroll through KPIs, trends, category and client breakdowns for the full picture.

Click 'Generate Analysis' when you want the AI's take — it's optional, not automatic.

Export to PDF/CSV or print for sharing, any time.

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Invoice

Every revenue figure here — KPIs, monthly breakdown, client P&L — reads Invoice's paid records live, and updates in real time the moment a payment is recorded, with no separate revenue figure to keep in sync.

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Expenses

Every expense total, category breakdown, and cash-out figure is read live from Expenses, updating in real time the moment an expense is added or edited — never a manually re-entered number.

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Financial Reports

Financial Reports' own P&L tab is a live embed of this exact page's data (the same underlying calculation, not a second copy) — a change here is automatically reflected there too.

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AI CFO

The Income Tax Rate used in Tax Estimates is set once in AI CFO's Goals settings and shared here automatically — no separate tax-rate field to configure twice.