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P&L Report

Clean monthly Profit & Loss report pulling directly from QuickBooks or Xero.

monthlyfinance

★★★★★ 3,421 founders use this template.

What this report includes

RevenueCOGSGross MarginOperating ExpensesEBITDANet IncomeCash Position

Data sources needed

QuickBooks

P&L, balance sheet, and expense reports.

Read-only

Xero

Accounting, invoices, and cash position.

Read-only

Stripe

Revenue, subscriptions, MRR, and churn.

Read-only

How it works

  1. 1. Create a free Donum account and choose this template.
  2. 2. Connect your data sources (takes ~2 minutes, read-only).
  3. 3. Donum pulls the metrics for each section and writes the narrative.
  4. 4. Reports are delivered as PDFs to your recipients on schedule.

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