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Advanced Finance · Profit & Loss

Profit & Loss,
period by period

A fiscal-period P&L with Revenue, COGS and operating expense rollups, a prior-period comparison and an AI Assistant — ready to export or print.

Try It in TotalApp Read the Docs
Fiscal Periods
Period Comparison
AI Assistant
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Profit & Loss
TotalApp
Fiscal PeriodsPeriod ComparisonAI Assistant
Profit & Loss StatementFiscal Year
Statement setup
PeriodFiscal Year
Compare toPrior period
CurrencyUSD
ExportCSV · Print
Statement
LineAmountVariance
Revenue$1,284,000+7.4%
Cost of goods sold$512,400+3.1%
Operating expenses$468,300+9.8%
Operating profit$303,300+10.9%
What you get
Fiscal period presets and custom ranges
Prior-period variance on every rollup
CSV export and print
AI Assistant on the statement
Revenue$1.28M
Gross profit$771.6k
Operating profit$303.3k
Gross margin60.1%
Sample data for illustration.
Profit & Loss

Your P&L, any period

Revenue rollup✓
COGS and OpEx✓
Period variance✓
Try Profit & Loss
Fiscal-period statements with comparison.
Profit & Loss
Period presets5
ComparisonPrior period
ExportCSV
Profit & Loss AI
Ask which cost line grew the most and why margins moved.
Ask the assistant
Variance flaggedOperating expenses +9.8% vs revenue +7.4%
Fiscal Periods

Any period,
one click

Switch between a month, quarter, half-year, full fiscal year or a custom date range. The statement rebuilds instantly from your ledger.

  • ✓Presets for month, quarter, half-year and fiscal year, plus a custom range
  • ✓Revenue, Cost of Goods Sold and Operating Expenses collapse independently
  • ✓Gross, operating and net profit roll up automatically
  • ✓Export the statement to CSV or print exactly what is on screen
Read the guide
Profit & LossFY 2026
Revenue$1,284,000
Product sales$1,010,000
Services$274,000
Cost of goods sold($512,400)
Gross profit$771,600
Operating expenses($468,300)
Operating profit$303,300
Period Comparison

See what moved
since last period

Turn on the comparison column to line the statement up against the prior equivalent period. Favorable and unfavorable changes are color-coded so the story reads at a glance.

  • ✓Prior-period column with a variance next to every rollup
  • ✓Green for a favorable change, red for an unfavorable one
  • ✓Spot the cost lines that grew faster than revenue
  • ✓Works with every period preset
Read the guide
Compared to prior periodQ3 vs Q2
LineVariance
Revenue+7.4%
Cost of goods sold+3.1%
Gross profit+10.2%
Operating expenses+9.8%
Operating profit+10.9%
AI Assistant

Ask your statement
a question

A collapsible assistant panel reads the statement on screen and answers questions about margins, cost drivers and period-over-period changes.

  • ✓"Why did operating profit grow faster than revenue?"
  • ✓Scoped to the data currently loaded on the screen
  • ✓Dark Workstation and light Enterprise visual modes
  • ✓Collapse it when you only need the numbers
Read the guide
AI AssistantProfit & Loss
Which cost line grew the most?
Operating expenses rose 9.8%, faster than revenue at 7.4%. Marketing and software subscriptions drive most of the increase.
And the gross margin?
Gross margin improved to 60.1% as cost of goods sold grew only 3.1%.

Explore the rest of Advanced Finance

Budget & ForecastingAdvanced FinanceExpense & Budget ManagementAdvanced FinancePayroll LogisticsAdvanced FinanceAdvanced Finance overviewDocs

Know your profit,
every period.

Fiscal-period statements, prior-period comparison and an AI Assistant — in one screen.

Try It in TotalApp Read the Docs