P&L and financial summaries without spreadsheet formatting
Dense financial layout with margin KPIs, trend charts and transaction tables. Built for accountants, CFOs and operators who need clarity, not cell borders.
See it in action
Dense financial layout with margin KPIs, trend charts and transaction tables. Built for accountants, CFOs and operators who need clarity, not cell borders.
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Benefits
Margin KPIs
Revenue, COGS, gross margin and net profit at a glance.
Period comparison
Charts that show month-over-month or YoY trends.
Detail tables
Line-item tables with totals and sorting.
Professional theme
Financial theme with conservative typography.
Example reports
Layouts you can start from today.
Monthly P&L
Summary KPIs with expense breakdown chart.
How it works
- 1
Export from your ledger
Excel or CSV from Xero, QuickBooks or internal models.
- 2
Apply template
Financial Overview layout in the wizard.
- 3
Bind accounts
Map revenue and expense columns to KPIs.
- 4
Board-ready PDF
Export for the board pack.
Features
- Financial theme
- KPI aggregation
- Trend charts
- Totals row
- PDF export
- Multi-page
Frequently asked questions
Related pages
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Use cases
- Monthly P&L review
- Board financial pack
- Investor updates
- Management accounts