Profit and loss, balance sheet, cash flow, trial balance, and spending trends. Every number is computed from the ledger when you open the report, so it can never drift from the books. Open any figure to the rows behind it, or send your accountant a read-only link.
Works with Claude, ChatGPT, Grok, Cursor, and any MCP client.
Coffee Company, June 2026
01 · The report
Three steps, and your AI runs them.
01 Ask for the report · run_pnl
Tell your AI what you need: a P&L for last quarter, the balance sheet at year end, this month against last. Or open Reports in the app and pick a date range.
Run June’s P&L.
June: revenue $13,465.00, expenses $11,431.00, net income $2,034.00. Payroll was the largest expense at $6,797.00.
02 Drill into any number · get_account_transactions
Click any figure and the transactions behind it open in the register, newest first.
Expenses, June
| Date | Merchant | Description | Category | Amount | Reviewed |
|---|---|---|---|---|---|
| 06/28 | Gusto payroll run | Payroll | −$6,797.00 | ||
| 06/27 | Square processing fees | Bank Fees | −$1,204.00 | ||
| 06/19 | Meta and Yelp local ads | Advertising | −$446.00 | ||
| 06/18 | Pacific Cup Co | Cost of Goods Sold | −$2,984.00 |
4 transactions, $11,431.00
03 Export or share it · export_report
Download the main reports as CSV, print any of them to PDF, or share one report as a link. Your CPA opens it with no login.
Coffee Company, exports
No lock-in and no per-report fee.
02 · What you get
All of them on every plan, including Free.
A share link covers one book, one report, and one date range. Your accountant opens it in a browser, no account needed. It expires after 30 days by default, and you can revoke it any time.
Every figure rests on reconciled books, so your CPA can trust the report. At year end the same ledger rolls into your Schedule C.
Bank reconciliation →Profit and loss · Coffee Company, June 2026
Read-only. Expires in 30 days.
Run a P&L, balance sheet, cash flow statement, or trial balance, pull the register for one account to explain a figure, or export a report.
Questions
The core set: profit and loss, balance sheet, cash flow statement, trial balance, a month-over-month P&L trend, and spending by category and by tag. Plus the tax reports: Schedule C, 1099, and sales tax. Every figure is computed when you run the report, never stored.
Yes. A P&L can run against the immediately preceding period of the same length, or against the same window one year earlier. A calendar month compares to the previous month, a quarter to the previous quarter, honoring real month lengths.
Yes. Every report drills down to the register for that account: every transaction, newest first, with the option to hide reversed entries. Every total traces to its rows.
Make a read-only share link. It binds one book, one report, and one date range into a clean, print-friendly page your CPA opens with no account. The link expires after 7 or 30 days (30 by default), can be revoked at any time, is never indexed by search engines, and is rate-limited.
Yes, two ways. The main reports export to CSV. A full export bundles the whole book into one ZIP: the transaction feed, the raw general ledger, chart of accounts, tags, journal entries, fixed assets, and your receipts with their files. Your data is never locked in.
Yes, relabeled to fit. On a personal book the P&L becomes Income and Spending, the balance sheet becomes Net worth, and expenses become Spending. Same underlying double-entry math, framed for household money.
Yes. They are standard double-entry outputs: a trial balance that always agrees, a balance sheet where net income rolls into equity split between retained earnings and net profit to date, and a P&L your CPA will recognize on sight.
Import a month, then ask for a P&L. Share the link with your accountant when you are ready.
No card. No trial clock.
Demo book: Coffee Company, June 2026, 84 transactions.