P&L and financials surfaces the complete picture — profit and loss, balance sheet, cash flow statement, general ledger, and trial balance — directly from the live accounting data, drillable to source journal entries. There is no BI layer to configure, no export to reformat. The same figures that close the books generate the board pack.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Revenue and expense lines update as transactions post; click any line to drill from the P&L total to the individual invoices or expense entries behind it.
Compare this month to last month, this quarter to the same quarter last year, or any custom range — the comparison runs on live ledger data, not a cached export.
If transactions are coded by department or cost centre, generate a separate P&L per business unit and a consolidated view without running separate reports.
Full balance sheet with assets, liabilities, and equity, plus a trial balance for pre-close review — both audit-ready and exportable.
Operating, investing, and financing activities presented in the format your accountant or auditor expects, built from actual journal entries rather than approximated from bank movements.
Grant your external accountant a read-only login scoped to financial reports; they see what they need without touching transactions or settings.
Fathom and Spotlight Reporting exist because QuickBooks and Xero produce usable reports but not presentable ones. When your accounting and reporting live in the same module, the gap they fill disappears.
Start free with VCard & Link-in-Bio. Turn on P&L & financials and the rest of the catalog from one flat plan — no per-seat fee, ever.