Monthly P&L Snapshot
Paste a month of transactions or category totals. Get a plain-English read on what made money, where it leaked, and the three anomalies worth a look — sorted into your own accounts, so you can actually read your own books.
🔒 What this touches: the month you paste, plus your saved Chart of Accounts and Company Memory, are sent once to an AI model to write the snapshot. It shows here; nothing is uploaded or stored on a server, no account, no database. This is educational structure to help you read your own books — not tax or financial advice, and it doesn't replace your accountant.
The snapshot
Three worth a look
Ask your bookkeeper
✓ Grouped into your Company Memory — the Chart of Accounts and facts you set up once. The totals are rough; confirm the categories before anything hits the books or a return.
This is your Virtual CFO compounding → Build your Chart of Accounts once and every finance tool — this snapshot, the reconciler — sorts into the same accounts. See the whole Run the Business path.Why a plain-English read beats another spreadsheet
Most owners don't avoid their numbers because they're lazy — they avoid them because the report is a wall of accounts that answers no question they actually have. "Did I make money this month, and where did it go?" shouldn't take an accounting degree to find out.
This takes what you already have — a stack of transactions or a few category totals — and reads it back to you like a person would: rough net in one line, what carried the month, what quietly ate it, and three things worth checking before you move on. It sorts into your accounts, not generic ones, so next to your reconciler and your books it all lines up.