Revenue, expenses, gross profit, net income, margins, cash position — all on one page, with variance vs prior month or budget and a highlights section for the things that matter most.
01 — What you create
One page that tells the whole story: revenue, expenses, gross profit, net income, key margins, cash position, and the highlights the founders care about — with prior-month or budget comparison built in.
MONTHLY FINANCIAL SUMMARY
Monthly Summary — May 2026
Sonchoy Studio Pvt Ltd · Comparison: prior month
REVENUE
INR 35.4L
EXPENSES
INR 26.3L
NET
INR 9.1L
NET MARGIN
25.7%
REVENUE & EXPENSES
KEY METRICS
GROSS
88.3%
OP
32.0%
NET
25.7%
EXP RATIO
74.3%
Scanned invoices, multi-page batches, multi-currency stacks, and direct push into your accounting system. Free for 30 days, no card required.
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02 — How it works
A board pack typically lands with a full P&L, balance sheet, cash flow, and a sprawling dashboard. Most readers only look at the first page — the one that says "here’s where we are, here’s how it compares, here’s why." This tool produces that page in 5 minutes.
No comparison column, vs prior month, or vs budget. Variance and % change are computed for every line.
Revenue lines, cost of revenue, operating expenses, tax / other. Subtotals roll up; gross profit and net income compute automatically.
PDF: summary cards, full P&L table with variance, KPI block, cash position, highlights, notes. XLSX: Summary + Lines sheets.
03 — Built for monthly close
Revenue, cost of revenue, operating expense, tax / other. Subtotals per group; gross profit, operating profit, and net income computed automatically.
Optional comparison column with absolute and percentage variance. Variance colour-coded green/red based on whether higher is "good" (revenue) or "bad" (expenses).
Gross margin, operating margin, net margin, expense ratio — four metrics, plus prior-period values where the comparison column is enabled.
Opening balance, closing balance, change in cash. Brings the P&L and cash story onto the same page.
A bullet list of "what happened this month" — give the numbers context. The thing that turns a report into a story.
PDF: summary cards + full table with subtotals + KPI block + cash position + highlights + notes. XLSX: Summary, Lines — numeric for further work.
Bulk OCR, batch invoicing, multi-party e-signing, redaction, audit logs — pdfFiller picks up where Sonchoy ends. Free for 30 days, no credit card.
Run 100+ invoices, statements, or conversions in one go.
Turn paper invoices into searchable, exportable data.
Multi-party signatures with full audit trails.
Mask sensitive ledger lines before sending to auditors.
04 — Common questions
The P&L Statement is a formal financial statement with a strict format and full reporting layout. This Monthly Summary is a management report — one page, narrative-friendly, with KPIs and variance built in. Both have their place: the P&L for compliance, the summary for the board pack.
Varies wildly by sector. SaaS companies target 20–30% operating margins; agencies 15–25%; retail 5–10%; manufacturing 5–15%. The more useful question is whether your margin is improving or compressing month-over-month — which is exactly what the comparison column shows.
If your management view is on operating cash, exclude depreciation (it's non-cash). If it's on accrual / GAAP earnings, include it as a separate opex line. The tool doesn't enforce either — match your accounting policy.
Total expenses (cost of revenue + opex + tax) divided by revenue. It's the inverse of net margin: if expenses are 74% of revenue, net margin is 26%. Useful for tracking cost discipline trend over time.
Yes — pick "No comparison column" from the dropdown. The actual numbers and KPIs still display; the variance columns are hidden. Useful for the very first month's report when you don't have a prior-period figure yet.
PDF (single page with summary cards, line-item table with subtotals and variance, KPI block, cash position, highlights bullet list, notes — auto-paginates only if the highlights are very long) and XLSX (2 sheets: Summary, Lines). All numeric — paste straight into your existing model.
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