# P&L Dashboard — Profit & Loss Reporting

_Finance_

Real-time P&L view of revenue (paid invoices) minus expenses, broken out by month, quarter, year, and category. Includes AI insights on trends and tax-prep summaries.

## Steps
1. Go to P&L (sidebar > P&L; requires Finance suite).
2. Pick a date range (MTD, QTD, YTD, or custom).
3. See revenue, expenses, and net profit per period plus category breakdowns.
4. Click "✨ AI Insights" for narrative analysis (e.g. "expenses up 18% MoM, driven by software costs").
5. Export the period summary as a CSV for your accountant.

## Tips
- Revenue is calculated from paid invoices; outstanding invoices are reported separately.
- Expense categories follow IRS Schedule C buckets by default; customize in Bookkeeping.

## Example
End of Q2 — the founder opens P&L, picks "QTD", and sees revenue $187K, expenses $112K, net $75K. ✨ AI Insights flags "software costs jumped 34% this quarter — primarily a one-time $11K annual renewal of your enrichment vendor; underlying run-rate is flat." She forwards the CSV + AI summary to her accountant for the quarterly close, saving a 90-minute reconciliation call.