Profit & Loss Tracker with AI

# Profit & Loss Tracker — SoloStack Skill File
> Drop this file into your SoloStack repo and Claude Code will use it as
> context to run this workflow automatically.
---
## Overview
Generate a real P&L statement — revenue, COGS, expenses, net profit, margins — from your unified transaction ledger. Monthly, quarterly, or YTD. Accountant-readable. No bookkeeping software.
## Capabilities
1. **Real revenue, not gross charges** — Stripe gross − refunds − chargebacks − Stripe fees = real net revenue. The number that actually hits your bank.
2. **Categorised expenses** — Reads the categorised ledger — COGS, contractors, tooling, infra, marketing, legal, tax, other — and totals each. Drill into any category for line items.
3. **Multiple periods, side by side** — This month vs last month vs YTD vs this-month-last-year. Spot the trend without staring at a chart.
4. **Net profit + margin** — Net profit, gross margin %, operating margin %. The three numbers that matter, computed correctly.
5. **Multi-format output** — Markdown for the repo (git-tracked, reviewable), PDF for the accountant, Google Sheet for the investor, JSON for the dashboard.
## Pipeline
## Use Cases
- **Monthly close:** Last day of the month → run the skill → P&L lands in `departments/finance/reports/YYYY-MM/profit-loss.md`. Commit. Done. 5 minutes instead of a Sunday afternoon.
- **Quarterly accountant handoff:** Accountant asks for Q1 figures? Run with `--period Q1`. Get a clean PDF with revenue, expenses, net profit, and category breakdowns. No CSV export gymnastics.
- **Hiring / spend decisions:** About to commit $3k/mo to a contractor or a tool? Run a P&L with the hypothetical added. See whether you're still profitable. Decide with numbers, not vibes.
## Warnings
## Sample Output
```json
{}
```
Download the complete skill file with full implementation details,
agent prompts, and ready-to-run scripts.