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CSV Format Guide

Your CSV should contain columns like Date, Amount, and optionally Category, Description, and Type (revenue/expense).

P&L Example:
Date,Category,Description,Amount,Type
2026-01-15,Product Sales,Widget revenue,12500,revenue
2026-01-15,Payroll,January payroll,-5200,expense
2026-01-20,Rent,Office lease,-2500,expense
Bank Transactions Example:
Date,Description,Amount,Category
01/15/2026,Client payment received,8500,Deposit
01/18/2026,AWS hosting,-450,Software

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Client Directory

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Invoices

Create, track, and automate your client billing

Invoice # Client Issue Date Due Date Total Status Actions
Client Frequency Next Run End Date Generated Auto-Send Status Actions
New Invoice
DescriptionQtyRate ($)
Subtotal$0.00
Tax (0%)$0.00
Total$0.00
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Auto-generate this invoice on a schedule
Auto-send to client
Automatically mark generated invoices as "Sent"
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What format does my file need to be?

MarginProfitIQ reads standard CSV files. It auto-detects columns — no formatting required. Here's what works best:

P&L Statement
Date,Category,Amount,Type
2026-01-15,Sales,12500,revenue
2026-01-15,Payroll,-5200,expense
2026-01-20,Rent,-2500,expense
Bank Transactions
Date,Description,Amount
01/15/2026,Client payment,8500
01/18/2026,AWS hosting,-450
01/20/2026,Office supplies,-120

✓ Exports from QuickBooks, FreshBooks, Wave, Excel, and most bank portals work out of the box.

Upload your CSV file

Drag and drop your file below, or click to browse. Max 10MB.

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Drop file here or click to browse
.csv files only
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Data imported!

Your financial records are ready. Head to your dashboard to see KPIs, trends, and expense breakdowns.

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