Bookkeeping and P&L

Owners who need a clean monthly P&L without standing up a full general ledger on day one.

Live demoThe only Accounting template in this catalog

Expenses with categories and receipts sit next to income that flows in from paid Sales invoices. Payroll can post here when an HR run is marked paid. The dashboard is last-six-months income vs expenses — not a trial balance.

Categorized expenses
Receipt attachments
Income from paid invoices
Manual income entries
Monthly P&L

Open live demo

What to click

Open the P&L dashboard and the category breakdown
Add an expense with a receipt
Confirm a paid invoice from Sales shows as income

What we change after you buy

Chart of accounts if your CPA wants double-entry
Job costing or class tracking
Export or QuickBooks sync when Accounting is the product you bought

Need a different vertical? We customize a copy — we do not keep empty “coming soon” cards in the catalog.