QuickBooks P&L by month, without rebuilding it in Excel
Connect QuickBooks live or drop a P&L export. Ask in plain English. Get a monthly profit and loss with the analysis layered on — computed, never generated.
QuickBooks can display a P&L with monthly columns. But the moment you want anything on top of it — every line as a % of revenue, a trailing-12-month view, custom groupings that match how you actually think about the business, or a chart of revenue against gross margin — you're exporting to Excel and rebuilding the same spreadsheet you built last month.
GPTBeyond removes the rebuild. You describe the report once; the AI plans the steps and writes the SQL; your browser computes the result from your actual books. Next month, you re-run the saved workflow on fresh data.
The prompt
“Pull my P&L by month for the last 12 months, add a % of revenue line for every expense category, and chart revenue against gross margin.”
That one sentence is the whole workflow. GPTBeyond plans the steps, writes visible SQL for each one, and computes the result from your books — in your browser.
How it works
Connect QuickBooks live, or drop an export — Excel, CSV, JSON, Parquet. From QuickBooks or any other system.
The AI plans the steps and writes the SQL for each one — visible on the canvas, readable, auditable.
A real query engine in your browser runs the SQL on your actual data. Numbers are computed, never generated.
What you get
- A monthly P&L table with the custom columns you asked for — % of revenue, variances, trailing views
- Charts built from the computed result, not from AI guesses
- Every step visible as SQL you can read, audit, and hand to your accountant
- A saved workflow you re-run next month in one click
Common questions
Do I have to connect QuickBooks, or can I use an export?
Either. Connect QuickBooks live for always-current data, or export your P&L (or general ledger) to Excel/CSV and drop the file on the canvas. The analysis works the same way on both.
Can the AI hallucinate my numbers?
No — the AI never generates numbers. It plans the analysis and writes SQL; a real query engine in your browser computes the result from your actual data. Every step is visible as SQL you can read and audit, so a wrong number is a wrong query you can see, not an invented figure you can't.
Does my financial data get uploaded to a server?
No. Your file contents stay in your browser — the computation runs on your machine. The AI only sees your column names and a small sample so it can plan the steps. When you connect QuickBooks live, data flows to your browser session, not into a database we keep.
Do I need to sign up to try it?
No. Open the canvas, drop a file, and ask — you get free AI messages with no account. A free account unlocks a monthly allowance of AI questions and saved workflows you can re-run every month.
More QuickBooks guides
Try it on your books
No sign-up to start. Drop a file or connect QuickBooks — your file contents never leave your machine.
Open the canvas →