The monthly P&L export is the main hand-off mechanism between nouz and your accountant. Three clicks to download, then you forward it as an email attachment.
01 How do I export my monthly P&L?
- 1Open P&L
Tab in the left nav (authed app).
- 2Switch to monthly
The toggle at the top of the page. Pick the month you're exporting.
- 3Click Export
Button in the top-right. CSV downloads immediately.
02 What's included in the export file?
The CSV has four sections. Revenue lists every revenue entry — date, cash, card, tax rate, gross, tax, fees, net. Expenses lists every expense entry — date, category, amount, note. Fixed cost allocations shows each active fixed cost's monthly equivalent. Summary totals gross, tax, fees, net, COGS, variable costs, fixed cost, and EBIT. Each section is broken down below.
- Revenue. Every revenue entry — date, cash, card, tax rate, gross, tax, fees, net.
- Expenses. Every expense entry — date, category, amount, note.
- Fixed cost allocations. Each active fixed cost's monthly equivalent.
- Summary. Total gross, tax, fees, net, COGS, variable costs, fixed cost, EBIT.
03 What format should I send my accountant?
Most accountants want the raw CSV, since they'll re-import it straight into their own system. If yours wants a PDF instead, open the CSV in Excel or Google Sheets and use "Save as PDF" from there. Either way, the data is what matters and the format is incidental — so send the CSV first and only convert if your accountant specifically asks for something else.
04 Why won't the export match my accountant's books?
When you send the first monthly export, give your accountant a heads-up: this is operational P&L (decision-making), not legal P&L (tax filing). They'll use it as a reference but compute their own numbers their own way. The two views should net to similar totals over a full year, with shorter-period differences expected.
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