Build a P&L by business unit with an AI agent
You know the company's profit. Which line of business brings it in you still work out by hand in Excel. The agent splits it straight from 1C.
Medium · 25 min · once a month
What you get
Unit Revenue Costs Profit Wholesale 12,400,000 9,800,000 2,600,000 Retail 4,100,000 4,350,000 -250,000 Service 1,900,000 1,200,000 700,000 Unallocated — 1,050,000 -1,050,000 Rent and accounting: no split base was given, so these amounts were left unallocated.
A sample on made-up data — your numbers will be your own.
Who it fits
- Month-end close: company profit is known, but the per-unit split gets rebuilt in Excel every time.
- The planning-meeting argument about which line of business earns and which lives off the others.
When it won't work
1C has no analytics filled in per business unit — there is nothing to allocate costs by.
How the agent does it
Name period and units
Say which period we count and which units matter to you. If you have no rule for splitting shared costs, say so — the agent leaves those amounts unallocated.
Run the build
The agent reads turnover and postings in 1C itself, nothing to export. It assigns income and costs per unit and keeps accruals apart from cash.
Check the allocation
Per-unit numbers almost always break on shared costs. Ask the agent to show where it chose the split base on its own.
What you set
You'll need 1C and the Tochka bank feed. From you: the period, the list of units and how to split shared costs — rent, accounting, management.
What you'll need
Starter prompt
Copy the prompt or open it straight in a chat with the agent.
Build a P&L for [period] broken down by business unit using 1C data. For each unit: revenue, direct costs, gross profit, overhead, profit before tax. Next to it — the share of total company revenue. Allocate indirect costs only by the rule [by revenue / by payroll / by floor area]. If no allocation base is set, don't spread them evenly — put such costs on a separate line "not allocated". Build the report on the accrual basis: from sales documents, not from cash receipts. Output an XLSX: a "P&L" sheet with units in columns, a "Details" sheet linking to the documents behind each line item, and a "not allocated" line with its total.
Open in chatReview your P&L. List: — line items assigned to a unit by payment description rather than by the analytics in 1C; — costs that landed in "not allocated" and why no base was found for them; — documents posted within the period but belonging to the previous month; — units that have revenue but no direct costs — that doesn't happen; — intercompany turnover between units: did you net it out or count it twice. Whatever you can recalculate yourself, show as a "proposed changes" list; leave debatable analytics to me.
A second prompt — the agent uses it to review its own work and show what's left for you.