ExpenseBot's per-tag P&L report shows income, expenses, and net profit for every client, project, property, or wedding — all via a single chat question.
How it works:
- Tag your income and expenses with a free-form prefix:
Client – Acme,Prop – Brooklyn duplex,Wedding – Smith,Project – Website Redesign. Any prefix works — the chat groups by prefix automatically. - Ask the chat: "profit by client", "per-tag P&L this year", or "profit on the Smith wedding"
- Get a ranked list: each tag shows income, expenses, net profit, and margin — sorted from most to least profitable
Loss-aware display: Instead of showing "-436% margin" for an unprofitable client, ExpenseBot shows "expenses 5.4× revenue" so you see the severity at a glance without decoding a meaningless number.
Period comparison: Add "vs last year" or "vs last quarter" to any per-tag query — e.g., "per-tag P&L this year vs last year" → each client shows profit change with amount and percentage delta.
Who uses it:
- Freelancers & consultants:
Client – [name]for income (invoices, retainer) and expenses (materials, travel, subcontractors) - Wedding photographers:
Wedding – Smithfor deposits, prints, second shooter costs, travel - Landlords:
Prop – Brooklyn duplexfor rent income and maintenance, insurance, mortgage interest. Security deposits excluded automatically (not taxable — Schedule E / T776). - Agencies:
Client – Acmefor retainer income and ad spend, contractor costs, stock assets
Tax-form aware:
- Income totals follow Schedule C (US) and T2125 (Canada) rules
- Rental income excludes security deposits per Schedule E (US) / T776 (Canada)
- Per-tag totals are the same numbers that appear in year-end tax reports
No competitor offers this: QuickBooks Projects and Xero Tracking Categories require journal entries, chart-of-accounts setup, and produce static reports. ExpenseBot requires only a tag name and a chat question.
🔗 Learn more: Profit by Client · AI Expense Tracker · Income & Expense Tracker · Rental Property Tracker