# Free profit and loss (P&L) dashboard for small businesses

Know your numbers.

![The FinDash dashboard showing the demo's September 2026: a $3,640 loss, revenue of $33,000, net margin of minus 11% and 107.8% of the budget used](https://findash.tech/images/dashboard-preview.jpg)

## At a glance

Revenue, costs and budget from the figures you already have. Copy your monthly totals from QuickBooks, Xero or your own spreadsheet, or snap a photo of a supplier invoice, and see the month.

[See sample figures](https://findash.tech/#preview)

About

## What is FinDash?

FinDash (findash.tech) is a free web app that turns a small business's monthly figures, from an Excel or CSV spreadsheet or a photo of a supplier invoice, into a profit and loss (P&L) dashboard of revenue, costs, profit and budget vs actual, with plain-language AI advice. It is not accounting software.

- ### Profit and loss, month by month

  Revenue, 14 cost lines in four groups, gross profit, net profit and net margin.

- ### Budget vs actual

  How much of each month's spending budget you used, and where you went over.

- ### What needs attention

  Losses, budget overruns and unusual costs, read straight off your figures.

- ### Where it's heading

  A trend through your net profit, and advice written by Claude when you ask for it.

Running a restaurant? The [restaurant P&L dashboard](https://findash.tech/restaurant-profit-and-loss) page shows food cost, labor and prime cost, month by month.

## Built for owners who read the numbers themselves

No account, no onboarding call and no formulas: the figures you already have, laid out so you can act on them.

1. 01

   **Non-tech owners:** plain labels and a ? beside every term. If you can copy a total from your Profit and Loss, you can use this.

2. 02

   **International teams:** see your figures in euros, pounds, dollars and more. Amounts written 1.250,00 or 1,250.00 are both read correctly.

3. 03

   **Freelancers:** one spreadsheet, a row per month, or photos of your invoices. Every month at a glance.

4. 04

   **Small teams:** your figures stay in your browser, or log in to have them on any computer.

From the demo dashboard · September 2026

## Profit, costs and budget vs actual, month by month

Revenue

**$33,000** Down 48.4% on August

Net margin

**−11.0%** A loss: costs ran past revenue

Total costs

**$36,640** Across 4 cost groups

Budget used

**107.8%** $2,640 over budget

Forecast example

## See where it's heading, not just where it's been

FinDash draws the trend through your monthly profit. In the demo it turned down in August, a month before September's loss.

Net profit (demo) Direction (next 3 months)

*Line chart of the demo's net profit: 7,580 in July, 5,420 in August and a 3,640 loss in September, with a dashed line showing the trend continuing down through December*

With fewer than six months on file you see the direction only. From six months, FinDash projects the next three in dollars, with a range.

## Three steps to your month

1. 01

   ### Get the template

   One row per month: revenue, budget and 14 cost lines, filled in with sample months so you can see the layout.

2. 02

   ### Fill in your numbers

   Copy your monthly totals from QuickBooks, Xero or your own spreadsheet, or add photos of supplier invoices.

3. 03

   ### Add the file

   Drop it on the dashboard and see each month's profit, costs and budget. It stays in your browser.

## Check every delivery, know what to buy

Questions

## Questions people ask

**Is there a free profit and loss dashboard for small businesses?**

Yes. FinDash is free, and the dashboard works without an account. Add a spreadsheet of your monthly totals to see each month's revenue, costs, gross and net profit, and how much of your budget you used.

**Do I need QuickBooks or Xero to use FinDash?**

No. Fill in FinDash's Excel or CSV template, or use your own layout: columns are matched by name, and a sheet with the months across the top is turned the right way round. If you use QuickBooks or Xero, copy each month's totals from your Profit and Loss report.

**Is my spreadsheet uploaded anywhere?**

No. Your spreadsheet is read and added up in your own browser. Only the things you ask for that need a server leave your computer: reading an invoice photo, writing advice, or saving your figures to a free account. The privacy policy lists exactly what is sent.

**Can FinDash read a photo of a supplier invoice or receipt?**

Yes, with a free account. Claude, an AI model, reads every line; FinDash checks the arithmetic against the printed total; and you confirm the lines before anything is added to your month.

**What does budget used mean?**

Your total costs as a share of the spending budget you set for the month. Over 100% means you spent more than you planned, and the month shows up under What needs attention.

**What is the difference between gross profit and net profit?**

Gross profit is revenue minus direct costs: cost of goods sold, labor, employee meals and payroll tax. Net profit is what is left after every cost, and net margin is net profit as a share of revenue.

**Does FinDash show cash flow?**

No. It shows profit: each month's revenue minus its costs. Cash can differ, for example when customers pay late or you buy stock ahead, so a profitable month can still leave you short of cash.

**Does it work for restaurants, shops and trades?**

Yes. FinDash was built for a restaurant, and its four cost groups work just as well for shops, trades, service businesses and freelancers. Figures can be in dollars, euros, pounds and other currencies.

**Is FinDash accounting software?**

No. It doesn't connect to your bank, keep your books, send invoices, take payments, run payroll or file taxes. It shows the figures you already have, clearly, so you can act on them.

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