← All dashboards/Finance

Your P&L dashboard, every line traced to the ledger.

Net revenue, COGS, operating expenses, net income, and EBITDA in one view, reconciled from billing and accounting, so every line on the income statement traces back to where it came from.

See how to build one in Definite

What’s in a P&L dashboard?

A P&L dashboard is the single governed view of the income statement: how much revenue came in, what it cost to deliver, what the operating expenses were, and what is left at the bottom. The version worth closing on reconciles billing and accounting, so the P&L on the screen is the P&L in the books.

The P&L gets re-derived in every board deck, every department review, and every investor update. When net revenue, COGS, operating expenses, and net income come from one set of definitions modeled on the actual systems, the income statement is a fact, not an assembly exercise.

Who it’s forCFOs, controllers, and finance leads who own the income statement.

CadenceRefreshed daily; reviewed at monthly close and before board prep.

Built fromQuickbooks, Stripe, Xero

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You

I need a clean P&L view: net revenue, COGS, operating expenses, gross margin, net income, and EBITDA, with every line tracing back to billing and the ledger.

✦ Fi

Here's your P&L dashboard, on your Quickbooks, Stripe and Xero data.

Here’s what’s in it

The top row leads with the 4 numbers that matter most: Net revenue, Gross margin, Net income, EBITDA. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (Revenue and cost trend, Gross margin trend) show how the headline numbers have moved over time. A breakdown (OpEx by department) splits the metric by dimension so you can see what's driving the total. A detail table (P&L summary) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

Net revenue

$1.14M▲ 16.0%

Data ▾

Period	Net Revenue
Jan	$579K
Feb	$580K
Mar	$597K
Apr	$716K
May	$757K
Jun	$901K
Jul	$986K
Aug	$966K
Sep	$992K
Oct	$989K
Nov	$986K
Dec	$1.14M

Gross margin

82.2%▲ 3.1%

Data ▾

Period	Gross Margin
Jan	76.9%
Feb	75.7%
Mar	75.0%
Apr	80.9%
May	80.7%
Jun	81.2%
Jul	83.0%
Aug	81.1%
Sep	79.8%
Oct	78.5%
Nov	79.8%
Dec	82.2%

Net income

$443K▲ 82.7%

Data ▾

Period	Net Income
Jan	$54K
Feb	$61K
Mar	$59K
Apr	$163K
May	$193K
Jun	$244K
Jul	$373K
Aug	$314K
Sep	$287K
Oct	$300K
Nov	$242K
Dec	$443K

EBITDA

$180K▼ 0.4%

Data ▾

Period	EBITDA
Jan	$106K
Feb	$123K
Mar	$120K
Apr	$137K
May	$147K
Jun	$152K
Jul	$151K
Aug	$172K
Sep	$151K
Oct	$198K
Nov	$181K
Dec	$180K

Revenue and cost trend

Data ▾

Period	Net Revenue
Jan	$579K
Feb	$580K
Mar	$597K
Apr	$716K
May	$757K
Jun	$901K
Jul	$986K
Aug	$966K
Sep	$992K
Oct	$989K
Nov	$986K
Dec	$1.14M

OpEx by department

Data ▾

Department	Operating Expenses
department A	$165K
department B	$183K
department C	$149K

Gross margin trend

Data ▾

Period	Gross Margin
Jan	76.9%
Feb	75.7%
Mar	75.0%
Apr	80.9%
May	80.7%
Jun	81.2%
Jul	83.0%
Aug	81.1%
Sep	79.8%
Oct	78.5%
Nov	79.8%
Dec	82.2%

P&L summary

COGS$204K▲ 2.0%

Operating Expenses$497K▼ 8.6%

Net Income$443K▲ 82.7%

✦ Fi

Anything else I can do for you?

You

Why did net income drop last month when revenue was flat?Which department is driving the operating expense increase?Show me the COGS breakdown behind last quarter's margin compression.What would net income look like if operating expenses held flat for the next quarter?Break revenue out by product line on the P&L.Trace this month's COGS back to the general ledger entries.Break operating expenses by department so I can see where the spend is concentrated.Add a gross margin trend and flag any month where it dropped below the target.Show me COGS as a percentage of revenue, not just the absolute number.

Schedule a demo →Start this conversation with your data →

First version in a dayFree to start, flat pricingNo infrastructure to set up

§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Stripe

◆ Balance Transaction (Ledger)Net RevenueGross MarginNet Income

◆ InvoiceNet RevenueGross MarginNet Income

◆ PaymentNet RevenueGross MarginNet Income

Xero

◆ InvoiceNet RevenueGross MarginNet Income

Quickbooks

◆ Income Statement (Profit & Loss)Net RevenueGross MarginNet IncomeEBITDAOperating ExpensesCOGS

◆ General LedgerGross MarginNet IncomeOperating ExpensesCOGS

Metric	What it measures	How it's calculated	Sources
Net Revenue	Revenue you actually keep after refunds and credits, not what you originally billed.	Gross Revenue − Refunds & Credits	Stripe, Xero, Quickbooks
Gross Margin	The share of net revenue left after the direct cost of delivering the product, the ceiling on how efficiently the business can grow.	(Net Revenue − COGS) ÷ Net Revenue	Stripe, Xero, Quickbooks
Net Income	—	Net Revenue − COGS − Operating Expenses	Stripe, Xero, Quickbooks

§ Then do something about it

Have our agent watch for you

A P&L dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

See how autonomous agents work →

Agents for this stack

Quickbooks agent →

Stripe agent →

Xero agent →

Autonomous agent · watch churn

Watch

A metric you choose

net revenue churn

→

Judge

One condition

> 5% week-over-week

→

Act

One action

alert #revenue + open doc

◄──── then waits · cooldown 24h before it can act again ────

Scoped to a single metric and a single action. You arm it; you can disarm it anytime.

§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

Accounting & Finance8

Quickbooks

Xero

NetSuite

Microsoft Dynamics 365 Finance

Billing & Subscriptions7

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your P&L dashboard

From signup to a working dashboard in one sitting. No data team required.

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Usually because billing recognizes revenue on one date and accounting on another, and COGS allocations differ between systems. The reconciliation map above shows which ledger object each metric comes from, so there is one income statement, modeled in your warehouse instead of re-derived.

Billing (Stripe) for recognized revenue, accounting (QuickBooks or Xero) for COGS, operating expenses, and the general ledger. Definite syncs and models both, then reconciles them so the P&L is one governed artifact.

Gross margin is revenue minus COGS — the cost to deliver. Net income is what remains after operating expenses on top of that. When both come from governed definitions, the gap tells you exactly whether the problem is delivery cost or operating overhead.

It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. Net income is computed from revenue minus COGS minus operating expenses, each by the formula in the metric table. Connect your systems and Fi builds the same view from your data.

A BI tool charts whatever export you hand it. This is the output of a governed close — billing and accounting are synced, the revenue-recognition and COGS logic is modeled once, and every line traces back to the ledger. The difference shows up when an auditor asks where a number came from.

Tell Fi what you need, the way the prompt above reads. Fi connects billing and accounting, proposes the P&L metrics, and you refine by asking follow-ups. The first version traces every line without a spreadsheet reconciliation.