Finance

Reports & Analytics — Live P&L and Automatic VAT Returns

P&L, VAT and KPI reports — generated automatically every month.

PaperworkAI's Reports module turns your live transaction data into the financial reports you actually need: a real-time profit and loss statement, automatic quarterly VAT returns, cash flow forecasts, and custom KPI dashboards (food cost %, labour %, gross margin). Generating a month-end P&L drops from a half-day exercise to a single click. Designed for small hospitality businesses that need accountant-quality reporting without an accountant doing the work.

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Key Features

Live P&L Statement

Profit & loss updates in real-time as transactions are processed.

Automatic VAT Returns

VAT calculated quarterly — ready to submit to the tax office.

Custom KPI Dashboards

Track food cost %, labour %, gross margin — the metrics that matter.

Accountant-Ready Export

One-click export in CSV, PDF, or DATEV format for your accountant.

How It Works

1

Every transaction (revenue, expense, payroll) flows into the live P&L automatically

2

VAT is calculated continuously — your quarterly return is always ready to file

3

Custom KPI dashboards track the metrics specific to your business (food cost %, labour %)

4

One-click export delivers everything to your accountant in their preferred format

1-click P&L

Generating monthly P&L, VAT, and cash flow reports goes from a half-day exercise to a single click.

Frequently Asked Questions

How real-time are the reports?

Reports update the moment a transaction is processed. If you scan a supplier invoice at 10:00 AM, your P&L reflects the new expense by 10:00:05 AM. There is no end-of-day batch processing.

Does PaperworkAI prepare my VAT return automatically?

Yes. Throughout the quarter, PaperworkAI tracks output VAT (from issued invoices) and input VAT (from supplier bills). At quarter-end, the VAT return is calculated, formatted to your tax office's required structure, and ready for export and submission.

What KPIs can I track?

PaperworkAI includes pre-built dashboards for hospitality KPIs (food cost %, labour %, gross margin, average ticket value), and you can build custom dashboards for any metric calculable from your transaction data.

Can my accountant access the reports directly?

Yes. You can grant your accountant a read-only access role to PaperworkAI, allowing them to view reports, run exports, and verify transactions directly without needing you to send files.

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