Categories roll up automatically
COGS categories feed cost of revenue while regular and marketing categories feed operating expenses.
Financial reporting
05 / 17A clean P&L, ready to share.
Generate a structured profit and loss statement for any supported period, with sales, cost of revenue, gross profit, operating expenses, and net income in the right order.
01Monthly, quarterly, yearly, and custom periods
02Revenue and cost-of-revenue sections
03Gross profit and net income
Built into the operation
Everything you need for this part of the books.
Built from the actual Autopilot Books workflow—not a future roadmap or a generic accounting checklist.
- 01Monthly, quarterly, yearly, and custom periods
- 02Revenue and cost-of-revenue sections
- 03Gross profit and net income
- 04Downloadable PDF statement
From signal to action
How it fits into the workday
Three steps, in the order an operator actually uses them.
- 1
Choose a period
Use a standard reporting period or select the exact dates you need.
- 2
Review the statement
Actual categories, fixed costs, and enabled estimates appear in their proper sections.
- 3
Download the PDF
Share a consistent statement without copying numbers into another template.
Decision-grade detail
Built for review, not cleanup.
The useful detail stays close to the decision, with exceptions visible and source context intact.
Estimated lines stay honest
Enabled card fees, payroll taxes, and workers' compensation appear as estimates rather than posted transactions.
One calculation path
The downloadable statement uses the same underlying range P&L as the dashboard so reports stay aligned.
Free during early access