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Financials

Profit & loss

Revenue, costs and margin for the period, already calculated

Margin isn't estimated: the system knows the weighted average cost of every unit sold and the expenses you recorded by category, so the period's result comes from data — not from a spreadsheet built at month end.

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Screenshot coming soon · /admin/dashboard

What's included

What profit & loss does

Revenue from product sales and from services
Cost of goods sold at per-location weighted average cost
Expenses by category with their receipts
Period comparison and location filter
What your practice gains

Know if the month closed well, without building a spreadsheet

1

Know whether the month was profitable before your accountant says so

2

Spot the location or category that's costing you money

3

Fewer hours building manual reports

Related modules

See all modules

Executive dashboard

Orders, new clients, sales, average ticket and units sold, with a daily chart, recent sales and period-over-period comparison.

View module

Reports

Reports on sales, best-selling products, services, peak hours and per-location performance, with date ranges.

View module

Accounts receivable

Credit sales with a per-client limit, outstanding balance, due date and recorded partial payments.

View module

Every module ships in the same system, none sold separately.

Try it with your practice's data

Create your account, load the starter catalogs with one click and import your catalog from Excel. If it doesn't work for you in 14 days, you pay nothing.

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  • 14-day trial
  • No credit card
  • Assisted migration
  • Cancel anytime