You run the business — you should not need an accountant to tell you whether last month made money. This AI profit and loss generator turns plain rows of income and costs into a clean monthly P&L statement you can hand straight to your bookkeeper or your bank. Clone it from Taskade Genesis and have a working P&L the same day, no spreadsheet formulas required.
The live app above is the real generator. Click "Use this app" to own a running copy: a relational ledger backed by a data table, with an AI agent that totals revenue, cost of goods, and operating expenses into gross profit, net profit, and margin — then writes the plain-English summary that explains what changed.
What's Included
- P&L statement table: revenue, cost of goods sold, operating expenses, gross profit, net profit, and margin, all calculated the moment you add a row using the USD Currency field and connected projects.
- AI Agent: ask "did I make money last month?" or "what's eating my margin?" and the agent reads your live numbers and answers in plain words — no jargon, no waiting for a quarterly meeting.
- Bookkeeper-ready export: a formatted monthly statement your accountant or bank can read without reformatting — the connected projects keep every expense tied to its source.
- Automation: a scheduled flow closes each month, totals the numbers, and drops the statement where you need it.
- Category drilldown: group spend by department, product, or job so you see where the money actually goes.
How To Use
- Click "Use this app" to clone the Profit and Loss Generator into your workspace.
- Enter your income in plain rows — sales, invoices, retainers — and tag each one.
- Log your costs the same way: materials, payroll, rent, tools.
- Ask the AI agent for the monthly summary, or let the month-end automation run it for you.
- Hand the clean P&L to your bookkeeper or your bank — and finally know your numbers without doing the math yourself.
Pair it with the Cash Flow Dashboard for the runway view, or browse the Community Gallery for more finance apps you can clone today.
