Closing the P&L for a multi-store operation means downloading bank statements and entering everything into a spreadsheet by hand. It takes so long that, every month, many lock themselves in the office for two days to get it done, and some give up and lose visibility. Visio P&L does that close with AI: each store’s P&L and cash flow statement are ready on the first business day of the month.
What changes in your operation
No statements, no spreadsheet
Visio connects your accounts, statements flow in on their own, and each store’s P&L arrives ready. You build nothing.
Every account in one place
Instead of logging into many systems, you follow every store’s accounts on a single screen, updated every day.
Automatic cash flow
The cash flow statement shows the money that actually came in and went out, built on its own, without juggling spreadsheets.
Each store's result
The P&L shows, per store, how much the operation is really earning at the end of the month.
How it works
Visio P&L works in three steps: connect your accounts, classify with AI, and follow the P&L once it is ready.
1. Connect your accounts
Visio connects the operation’s bank accounts. Statements and entries start flowing in on their own, every month, with no downloads.
2. Classify with help from the AI
The AI classifies the transactions for you. You adjust whatever you need once, and it reuses that pattern in the months that follow.
3. Follow the P&L and cash flow, ready
On the first business day of the month, each store’s P&L and cash flow statement are already built. A close that took days is ready in minutes.
It was the first month I opened the P&L on day 1 and it was already there, ready. Before, we spent days and never closed before the 15th.
Frequently asked questions
Do I need to download bank statements?
No. Visio connects your accounts and statements flow in on their own, every month.
Is transaction classification automatic?
The AI classifies the transactions for you. You adjust whatever you need once, and it reuses that pattern in the months that follow.
Does it work for more than one store?
Yes. The P&L and cash flow statement come out per store or per group, so you see each operation’s result separately.
When is the P&L ready?
On the first business day of the month. A close that took days is ready in minutes.
What is the difference between the P&L and the cash flow statement?
The P&L shows the month’s result, how much the store earned. The cash flow statement shows the money that actually came in and went out.