Accounting · Financial reporting

Profit & Loss statements stakeholders
actually read.

Type revenue and expenses; we compute gross, operating, and net margins, group OPEX by category, and ship a clean presentation-grade PDF — ready for your board deck or the bank.

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3
Margin tiers
OPEX
Grouped by category
PDF+
XLSX exports
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01 — What you create

From line items a board-ready P&L.

Revenue, COGS, OPEX (grouped by category), and other items — reconciled into gross, operating, and net margins. Numbers tie out before you hit Generate.

P&L Form
Q2 2026 · USD
Company
Sonchoy Studio Ltd.
Period
Apr–Jun 2026
Revenue lines
3 entries · 252,000.00
COGS lines
2 entries · 60,000.00
OPEX lines
6 entries · 127,100.00
Tax expense
14,400.00 · 22.8% eff.

Gross %

76.2%

Op. %

25.8%

Net %

19.7%

Net incomeUSD 49,580.00
OUTPUT.PDF
Board-ready
Profit & Loss StatementUSD

Sonchoy Studio Ltd.

For the period: Apr–Jun 2026

Revenue

252,000.00

Gross %

76.2%

Op. %

25.8%

Net %

19.8%

Revenue
Product sales184,000.00
Service revenue56,000.00
Licensing12,000.00
Total revenue252,000.00
Cost of goods sold
Materials & components−42,000.00
Manufacturing & freight−18,000.00
Gross profit192,000.00
Operating expenses
Salaries & wages−92,000.00
Rent & utilities−9,600.00
Marketing & advertising−14,500.00
Software & subscriptions−6,200.00
Professional fees−4,800.00
Operating income64,900.00
Interest income720.00
Interest expense−1,240.00
Tax expense−14,400.00
Net incomeUSD 49,980.00
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02 — How it works

Three steps from numbers to narrative.

Type the trial balance directly, or paste a CSV column. Either way, every subtotal reconciles automatically — gross profit + operating income + net income are always in agreement.

01

Type the lines

Revenue, COGS, OPEX (with category), other items, tax. Sensible defaults so you can ship a draft in 60 seconds.

02

Margins compute live

Gross, operating, and net margins update on every keystroke — see profitability before you generate.

03

Download the PDF

A presentation-grade P&L with category breakdown, ratios strip, and a clean Net Income callout — plus a matching .xlsx.

03 — Built for stakeholders

Every number a board expects to see.

Three margin tiers

Gross, operating, and net margins computed live and printed at the top of every PDF.

OPEX by category

Each operating-expense line carries a category — totals are grouped & percentage-broken at the bottom.

Other income / expenses

Interest income, interest expense, depreciation, FX — clean section separate from operating.

Effective tax rate

Tax expense / pre-tax income → effective rate, printed alongside the tax line.

Period flexibility

Month, quarter, half-year, year, or custom range — labelled cleanly in the header.

Currency aware

USD, EUR, GBP, INR + 30 more — stamped on every monetary cell and the Net Income callout.

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Batch & bulk

Run 100+ invoices, statements, or conversions in one go.

OCR scanned PDFs

Turn paper invoices into searchable, exportable data.

E-sign & request

Multi-party signatures with full audit trails.

Redact & approve

Mask sensitive ledger lines before sending to auditors.

04 — Common questions

Everything about P&L statements.

01What goes in COGS vs. Operating expenses?

COGS is anything directly tied to producing the revenue you booked — materials, manufacturing labour, shipping. OPEX is everything else — salaries not tied to production, rent, marketing, software, professional fees. The gross-margin tier separates the two.

02Do margins update automatically?

Yes — gross margin, operating margin, and net margin all recompute on every keystroke. The ratios strip at the top of the PDF reflects the moment you hit Generate.

03Can I include depreciation / amortisation?

Yes — either as an operating-expense line (preferred for EBITDA carve-outs) or as an "Other expense" line below operating income. The category dropdown has slots for both styles.

04How is the effective tax rate calculated?

Tax expense ÷ pre-tax income, printed next to the tax line. If pre-tax income is zero or negative, the rate is shown as 0% — the underlying line stays accurate.

05Does this work for multi-currency?

The P&L is single-currency. If you operate in multiple, translate everything to your reporting currency before entry. For consolidated multi-entity reporting, see the pdfFiller premium tier.

06Output formats?

PDF (presentation-ready, with category breakdown) and .xlsx (formula-friendly, with the breakdown laid out for easy linking into your model).

05 — Related tools

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