Profit and loss
Open Accounting > Reports > Profit & Loss to review revenue, cost of goods, gross profit, operating expenses, other income and expenses, and net income for a date range.
Choose From and To dates before interpreting the statement. Enable Compare with prior period to show the service’s comparison values alongside the selected period.
The AI Report Highlights panel derives summary signals from the loaded statement and can open Accounting chat with a prepared analysis or risk prompt. It does not alter the report or ledger.
Users with export permission can generate CSV, XLSX, or PDF output for the selected report and range. Use the generated Accounting MCP reference for supported programmatic reporting tools; older report names in draft documentation are not authoritative.