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Your P&L used to arrive weeks after the month ended, when the damage was already done. Here, journals post daily and the P&L is reviewable within days. Review it while you can still act on it. Two audiences, two tools:
  • P&L Release: for finance users preparing and publishing the P&L.
  • Investor: a clean, read-only view for owners and investors.

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The release list

P&L Release: every period and location with its draft/published status and send status Open P&L Release in the sidebar. Each row is one period at one location, with two statuses:
  • Draft / Published: whether the report is finalized.
  • Send Status: whether it’s been sent to its recipients.
Filter by location, period, or status. Drafts sitting for months (a January draft last touched in May) are the rows to clean up.

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Release a P&L

  1. Hit Start New Release, or open an existing draft.
  2. Pick the reporting period and location.
  3. Open the report and review it section by section.
Inside a release: AI-written executive narrative over the actual-vs-comparison performance summary Inside the report:
  • Executive Narrative is written for you from the numbers: “Net Income fell to -266.65,adecreaseof266.65, a decrease of 5,500.02 (-105.10%) compared to Jan 2026, primarily driven by a $8,569.54 decline in Net Sales.” Read it first; it tells you where to look.
  • Performance Summary is the P&L itself: Income, COGS, Labor, Gross Profit, Controllable Expenses, Fixed Expenses, Net Operating Income. Toggle between $ and % of net sales, and change the Comparison period in the top right.
  • Each section (Revenue Analysis, and the rest) gets its own AI summary under it.
  • Sync Data re-pulls the latest journals into the draft. Use it after fixing anything upstream.
  1. Fix upstream problems before releasing. Wrong COGS usually means a count or invoice issue, not a P&L issue. Sync, re-check, then publish.
  2. Publish, then send it to recipients. Send Again re-delivers; Unpublish pulls it back if you caught something late.
Configure recipients and report behavior under P&L Release → Settings.

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The investor view

Investor and Investor → P&L Reports show profitability by location and period without any operational tooling around it. Send investors and partners here. They get the numbers; they don’t get your vendor list.

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Know-how

  • % of Net Sales is the column to read. Labor at 31.88% and COGS at 26.06% are comparable month to month even when sales swing.
  • A published month is a locked story. If numbers must change after publishing, unpublish, sync, re-review, re-publish. Don’t let a stale published report circulate.
  • Reviewing takes minutes when the month was maintained: invoices approved same-day, counts done, journals exported. A painful P&L review is a symptom, not the disease.