Create monthly P&L records from uploaded export files

Your P&L export files arrive unstructured, leaving month-end figures scattered and slowing financial review. It writes standardized P&L rows into your finance dashboard for same-day review.

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Overview

If your month-end exports sit unprocessed, forecasting and reconciliations lag and leaders work from stale figures. This flow turns uploaded P&L exports into standardized dashboard rows so leadership and bookkeepers get updated P&L lines the same day for faster decisions.