See where the money goes, by job, by month, by margin.
The dashboard is the financial command surface. Per-job P&L for every job you've run, monthly revenue + cost rollups, and tax-season-ready exports. Basic reporting ships today; deeper segmentation lands Q4 2026.
What ships today
The dashboard surfaces the numbers most trade businesses actually need: revenue this month, cost of materials, labor cost, gross margin, and a per-job P&L view that breaks every job into revenue, materials, labor, and margin.
Click into any job from the dashboard to see the full P&L, every receipt, every material line, every labor entry, every change order. Numbers add up live as the job runs; you don't wait until month-end to see whether you're making money.
- Per-job P&L view, revenue, materials cost, labor cost, gross margin per job.
- Monthly revenue, cost, and margin rollups on the dashboard.
- CSV export of jobs / invoices / receipts for tax season.
- Receipt search across vendors, jobs, date ranges, and amounts.
- All of it from day one, no credit card to start.
What's coming (Q4 2026)
Advanced reporting lands Q4 2026. The shape: custom report segments (by trade type, by client tier, by job size), cohort comparisons (this quarter vs. last quarter, this year vs. last year), and saveable report views you can pin to the dashboard.
If you're a one-truck operation today, the dashboard's per-job P&L probably covers what you need. Advanced reporting is for the cases where you want to slice the business by region, by crew, by service line, or by customer tier, the next layer of analytical depth as your business grows.
- Custom report segments by trade, client, region, or job size.
- Cohort comparisons (period-over-period, year-over-year).
- Saveable report views pinned to the dashboard.
- Scheduled email exports for the bookkeeper.
Honest about what we don't claim
We don't market Bit & Grain as "full business intelligence", that's a different shape of product. We market what we ship: per-job P&L that updates live, monthly revenue/cost rollups, and exports your accountant can work with.
When advanced reporting ships, we'll describe what it actually does, not what the BI category traditionally over-promises. Same discipline as everywhere else on this site: ship the surface, name the surface, and let the work speak for itself.
Ready to try Financial Reporting?
The dashboard is the financial command surface. Per-job P&L for every job you've run, monthly revenue + cost rollups, and tax-season-ready exports. Basic reporting ships today; deeper segmentation lands Q4 2026.