What CSV format works for import?

Columns: category (revenue/cogs/expense), name, amount. Headers are case-insensitive.

Is this accrual or cash basis?

You define the numbers—it works for either basis depending on what you enter.

Use + Line on each section to add unlimited rows.

Business documents

Build a P&L from manual entries or CSV import. Export a clean PDF for lenders or taxes.

Company

Period

Import CSV (columns: category, name, amount)

Revenue

Cost of goods sold

Operating expenses

Company Name — 2026

Enter company name and reporting period.
Add revenue, COGS, and expense lines—or import a CSV with category, name, amount columns.
Review gross profit and net income in the live preview.
Export PDF for your records or loan package.

This P&L is a simplified template, not audited financial statements. Consult a CPA for tax filing and lender requirements.

What CSV format works for import?: Columns: category (revenue/cogs/expense), name, amount. Headers are case-insensitive.
Is this accrual or cash basis?: You define the numbers—it works for either basis depending on what you enter.
Can I add more line items?: Use + Line on each section to add unlimited rows.