P&L Auto Track

P&L Auto Track

Most finance teams see their P&L once a month, weeks after the decisions that shaped it were made. By the time margin slippage shows up in the month-end pack, it has been quietly compounding for thirty days.

P&L Auto Track keeps a live P&L that updates as transactions post. Margin movement shows up the day it happens — a price change, a cost spike, a product mix shift — so finance can flag it while there is still time to act, not explain it after the fact.

Built on the same data layer that powers our financial reporting product: your transactions flow in, classification happens automatically, and the P&L stays current without anyone rebuilding a spreadsheet.

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Who it's for

Finance teams who find out about margin slippage in the month-end pack, by which point it has been compounding for thirty days.

Connects to

  • The same data layer that powers Accounts Payable — no separate feed to maintain
  • Your transactions, classified automatically as they post

Frequently Asked Questions

Timing. The P&L in your accounting system is assembled at close. P&L Auto Track updates as transactions post, so the figure you are looking at reflects the business today rather than the business as it stood at the end of last month.

As transactions post. A margin movement — a price change, a cost spike, a shift in product mix — shows up the day it happens rather than in the pack three weeks later.

No. It runs on the same data layer as Accounts Payable, so transactions already flowing through the platform feed the P&L without anyone maintaining a second pipeline.

It happens automatically as transactions flow in. Nobody rebuilds a spreadsheet to keep the P&L current.

No. Close still happens. What changes is that close stops being the moment you find out — by then you have been watching the same numbers move for a month and have already acted on anything that needed acting on.

Works with

The rest of the platform

Same ERP connection, same validation layer, same audit trail. Adding a module is a configuration decision, not a second integration. How the platform fits together

Accounts PayableInvoice to ERP, end to end.FP&ARunway, budget vs actual, hiring impact from your ERP.RevRecog AIRevenue recognition schedules, audit-ready.