Case Study

EZ-PNL: restaurant P&L that tells operators what to do next.

EZ-PNL shows how restaurant financial reporting can move from static spreadsheet tabs into one operating system for revenue, expenses, profit, targets, trend changes, AI analysis, and clean handoff to the accountant.

EZ-PNL

Demo Workflow

EZ-PNL

EZ-PNL is an AI-powered restaurant P&L system for revenue, expenses, KPI targets, chart drilldowns, business health, location comparison, and accountant-ready exports.

Operating Flow

From revenue and expense entry to the full P&L story.

Restaurant P&L work usually breaks into separate chores: entering sales, chasing expenses, checking labor and COGS, building a report, comparing locations, then trying to explain what changed. EZ-PNL connects those pieces so the operator can see revenue, expenses, profit, YTD totals, targets, KPI health, trend movement, and next actions without rebuilding the same report every month.

Owner dashboard for revenue, expenses, profit, YTD totals, margin, and trend lines

Revenue and expense entry workflows with configurable streams, categories, locations, and years

Chart-level drilldowns for month movement, revenue mix, expense categories, labor, and COGS

KPI control room for business health, prime cost, labor, COGS, net profit, and target ranges

Consolidated AI report across revenue, expenses, KPI health, targets, trend changes, and priorities

PDF, CSV, YTD summary, and multi-location comparison for accountant and owner review

Problem

The workflow problem behind the build.

Restaurant P&L work usually breaks into separate chores: entering sales, chasing expenses, checking labor and COGS, building a report, comparing locations, then trying to explain what changed. EZ-PNL connects those pieces so the operator can see revenue, expenses, profit, YTD totals, targets, KPI health, trend movement, and next actions without rebuilding the same report every month.

What the system includes

Owner dashboard for revenue, expenses, profit, YTD totals, margin, and trend lines

Revenue and expense entry workflows with configurable streams, categories, locations, and years

Chart-level drilldowns for month movement, revenue mix, expense categories, labor, and COGS

KPI control room for business health, prime cost, labor, COGS, net profit, and target ranges

Consolidated AI report across revenue, expenses, KPI health, targets, trend changes, and priorities

PDF, CSV, YTD summary, and multi-location comparison for accountant and owner review

Expected operating outcomes

  • A P&L workflow operators can review before opening a spreadsheet
  • Clearer decisions around labor pressure, COGS, prime cost, margin, and revenue mix
  • Cleaner handoff from restaurant operations to owner review and accountant-ready exports

Questions this answers

Does EZ-PNL replace accounting?

No. EZ-PNL is designed as the operator layer: revenue entry, expense capture, KPI review, AI analysis, and export handoff. Accounting remains the formal source of record.

What does the AI analysis cover?

The AI report reads the full P&L package: revenue, expenses, profitability, KPI health, targets, trend changes, location context, and ranked priorities for the operator.

Let's talk about
your operation.

Tell us about your restaurant or group and what you're trying to solve. We'll get back within 24 hours.

No pitch, no pressure

Response within 24 hours

30-minute discovery call