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Paste your monthly P&L and balance sheet — from QuickBooks or any bookkeeper — and get a one-page summary: month-over-month changes, 12-month trends, and plain-English warning signs your statements don’t spell out.
🔒 Your numbers never leave your browser — nothing is uploaded or stored on our servers.From the P&L and balance sheet your bookkeeper hands you each month. All amounts in dollars; up to 12 months kept.
Paste a QBO Profit & Loss or Balance Sheet export straight in — it’s detected and mapped automatically. Plain spreadsheet rows (column order below) work too.
Month, Revenue, COGS, Operating expenses, Other income, Cash, AR, Current assets, Total assets, AP, Current liabilities, Total liabilities, Equity
From QBO: Reports → Profit and Loss (or Balance Sheet) → Display columns by Months → run, then Export to Excel or select-all and copy — paste the whole thing here. P&L and Balance Sheet pastes merge into the same months. Plain rows: months accept 2026-06, Jun 2026 or 06/2026; negatives can use parentheses.
That’s the part we handle. NumericX keeps books clean, filings on time, and sends a summary like this every month — so you always know where you stand. Free 30-minute consultation, no obligation.
Book a free consultation or call +1‑647‑702‑8034 · Mon–Sat 9 AM–7 PM