A real P&L for any period, on demand

Profit & Loss GeneratorSee what you actually kept, not just earned

Ask for a profit and loss statement for any period and this agent builds it. Income comes from invoices and the bank deposits Plaid matched. Expenses come from your tracked spend and scanned receipts, grouped by category. You get income, expenses by category, and net profit, with cash flow on request, and the advisor can read it back to you and call out what moved.

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Ideal for Solo operators

P&L for Q2

Time comparison

Traditional way

2-3 hrs

Exporting income and expenses, sorting receipts into categories, and assembling the statement in a spreadsheet.

With Accordio

3-5 min

Name the period, read a finished P&L with income, expenses by category, and net profit.

Average time saved

96%

From businesses of one who pull a P&L on demand instead of building one each time.

Why Accordio

Income From Real Deposits

Counts the invoices Plaid matched to money in your bank, not what you sent out. The top line is what you actually collected.

Expenses By Category

Groups your tracked spend and scanned receipts into clear categories. You see where the money went without sorting a single line by hand.

Net Profit, Stated Plainly

Subtracts expenses from income to land on one number: what you kept. No accounting jargon between you and the bottom line.

Any Period You Want

Ask for a month, a quarter, or a custom range and the statement rebuilds around it. Compare two periods to see what shifted.

Cash Flow On Request

Switch from the P&L to a cash flow view to track money in against money out over the period. The timing of payments stops being a mystery.

Advisor Reads It Back

The AI advisor walks through the statement and points out what changed, like a cost that jumped or a thinner margin. Every figure links back to its source.

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