Small Business P&L & Cash Dashboard

Bookkeeping software shows you last month; this shows you the trend, the budget line you keep breaking and the invoices that are quietly 40 days old — in one Po

$35one-time · VAT included · no subscription

Standard$35 You, your household or your own business — 1 person Team$79 Up to 10 people in one company or organisation · shared drive allowed · invoice to your company

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In your download: 1 file

Power BI project (PBIP + TMDL, ZIP)

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✓Power BI Desktop (PBIP / TMDL)

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What the report answers

What is inside

Bookkeeping software shows you last month; this shows you the trend, the budget line you keep breaking and the invoices that are quietly 40 days old — in one Power BI report fed by the export you already have.

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Report pages

✓P&L — income, expenses, net profit, margin; income vs expenses by month; expenses by category; budget vs actual

✓Cash & Invoices — outstanding, overdue, average days to pay, monthly burn; cumulative net cash; outstanding by customer; invoice list

How it works

1Open the PBIP in Power BI Desktop — the model, measures and report pages are ready

2Point the queries at your source — Three Excel tables — Transactions (bank or bookkeeping export), Invoices, Budget — plus a built-in Date table.

3Publish or share — refresh on a schedule; the pages stay

Who it is for

Owner-run businesses and bookkeepers who want a management report without a BI consultant.

What do I need?

Power BI Desktop (free). Open the PBIP project, point the queries at your data source, refresh. The measures and pages are ready.

Can I pay with BLIK?

Yes — BLIK, Przelewy24, any card, Apple Pay and Google Pay. Prices in PLN, EUR or USD; the currency switch is at the top.

Invoice for my company?

Tick “I’m purchasing as a business” at checkout and enter your NIP / VAT ID. The invoice arrives with the download e-mail.

What if it isn’t for me?

14-day refund, no questions. One e-mail to [email protected].

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Small Business P&L & Cash Dashboard

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