Explain my P&L in plain English
Paste a P&L export. Get the big movers and 5 questions for your bookkeeper.
Remove names and account numbers before you paste.
Here is my profit and loss export for [PERIOD]. Explain it to me in plain English, as the owner, not an accountant. Start with the three biggest changes from [COMPARISON PERIOD], then list 5 questions I should ask my bookkeeper. [PASTE P&L EXPORT] Keep every fact and number. If a number is missing, say so. Don't invent a benchmark.
How to adapt it
- Swap P&L for a balance sheet or a cash report. Keep the 'three biggest changes, then 5 questions' shape.
- If you only have a PDF, say so and paste the text you can select.
Don't paste this in
- Account or routing numbers
- Customer or vendor names in memo lines
- Use a business AI account, not a personal one, for company data.