Question 1

Is P&L Analysis included with all plans?

Accepted Answer

Yes! P&L Analysis is included with every plan, including the free tier. Both sales reports and P&L reports count toward your monthly report limit. For example, if you upload 2 sales reports and 1 P&L report, that's 3 reports total against your limit.

Question 2

Why can't I export my P&L before saving?

Accepted Answer

Free users need to save their P&L to the dashboard before exporting. This ensures your analysis is properly recorded and prevents unlimited free exports. Once saved, you can export to Excel, CSV, JSON, or print. Pro users can export immediately without saving first.

Question 3

What file formats are supported for P&L upload?

Accepted Answer

We support Excel files (.xlsx, .xls) and CSV files. Your file should contain financial data with categories/descriptions and amounts. Our intelligent column mapper will help you assign the right columns during the upload process.

Question 4

What types of businesses is InsightDash designed for?

Accepted Answer

InsightDash is optimized for small retail businesses including: Gas Stations & Fuel Retail, Convenience Stores, Supermarkets & Grocery Stores, Restaurants & Cafes, Small Retail Shops, and Food Service businesses. Our AI understands the unique metrics and patterns of daily sales data from these industries.

Question 5

What kind of data can I upload?

Accepted Answer

Any daily sales or transaction data works great! This includes POS exports, daily sales summaries, inventory reports, or any spreadsheet with dates and amounts. Common formats we handle: Date + Sales Amount, Date + Category + Amount, Transaction logs with timestamps, and more.

Question 6

Will it work with my specific business type?

Accepted Answer

If you have daily sales data with dates and amounts, InsightDash will work for you. Our AI adapts to your data structure and provides relevant insights whether you run a gas station, restaurant, grocery store, or any other retail business. Try our free tier to see it in action with your actual data.

Question 7

I have multiple store locations. How does InsightDash handle that?

Accepted Answer

Our Multi-Store Support (available on Growth and Pro plans) lets you manage separate branding for each location. Each store can have its own logo, name, and address that appears on reports. You can filter your P&L history by store and compare performance across locations. Growth plans support up to 3 stores, Pro supports up to 10.

Question 8

What is the Managed Service client bookkeeping portal?

Accepted Answer

With Managed Service we keep the books for you inside InsightDash — daily department sales, fuel, lottery, electronic funds, sales tax, vendor purchases, expenses, other income, inventory and your daily balance sheet. You then get one private read-only link per client that always shows the latest numbers, a live P&L, and a one-click Excel download. No login needed for your staff.

Question 9

Can the bookkeeping portal be customised for my store?

Accepted Answer

Yes — tabs are switched on or off per location. A convenience store with no fuel, a store without lottery, or a books-only client that just wants purchases and expenses all get a portal that shows only what they use. Tell us how you keep your books and we shape the portal to match.

Question 10

I'm already using Excel/Google Sheets. Why do I need this?

Accepted Answer

Excel is powerful but manual. InsightDash automates the tedious parts — cleaning the POS export, building charts, separating fuel, lottery and merchandise — so you go straight to the numbers. You keep your spreadsheets; we remove the re-typing.

Question 11

My current reporting process works fine. Why change?

Accepted Answer

If your current process gives you a monthly P&L you trust, keep it. The usual reason owners switch is that their numbers arrive weeks late, or fuel and lottery are mixed into merchandise so the margin looks wrong. If that sounds familiar, this is built for you.

Question 12

Can't I just hire a bookkeeper or use an agency?

Accepted Answer

You can, and for some stores that's the right call — that's exactly what our Managed Service is. The difference is you get a live portal with the current month's numbers instead of a PDF once a quarter, and you can see how every figure was calculated.

Question 13

What makes you different from other analytics tools?

Accepted Answer

Three things: speed (a report in about 30 seconds instead of an evening of formatting), industry fit (fuel, lottery, deli and sales tax are treated as separate business lines, not one blended number), and simplicity (upload, review, done).

Question 14

How accurate is the AI analysis?

Accepted Answer

The AI reads your file and proposes a mapping; you review and correct it before anything is saved, and every mapping you fix is remembered for next time. So accuracy is not something we ask you to take on trust — you approve the numbers, and the calculations behind the P&L are shown line by line.

Question 15

Is my data secure with your platform?

Accepted Answer

Your data is encrypted in transit and at rest, it is never shared or used to train models, each account is logically isolated, and you can delete everything from your profile. Client portal links are read-only and can be expired at any time. We don't hold any formal security certification today, and we won't claim one we haven't earned.

Question 16

Do you handle Florida sales tax filing for convenience stores?

Accepted Answer

No. We track and report the sales tax you've collected as part of your bookkeeping records — separated by taxable and exempt departments and reconciled against your POS tax report. We don't prepare or file your sales tax returns; that stays with you or your CPA/tax preparer. Our role stops at tracking and reporting the number. We are not a CPA firm and don't give tax advice.

Question 17

How is lottery handled — sales or commission?

Accepted Answer

Commission. Lottery ticket sales are money you collect on behalf of the state, so they're kept out of revenue; only your retailer commission (and instant-ticket cash-in activity) flows into the P&L as other income. That one change alone usually moves a store's reported margin significantly. There's a full guide on this in our Guides section.

Question 18

How do you report fuel margin?

Accepted Answer

Separately from inside sales, in cents per gallon. We track gallons sold, landed fuel cost per grade (rack price plus taxes and freight, with mid-grade treated as a blend), and opening and closing fuel inventory — then compare the sales-based fuel COGS against the physical inventory result so you can see any variance rather than a single blended percentage.

Question 19

Do you work with stores outside Florida?

Accepted Answer

Yes. The bookkeeping and portal work anywhere — the reporting logic isn't state-specific. Our first managed-service clients are in Florida, so state-level detail like sales tax categories is most refined there; for other states we set up the tax categories with you during onboarding.

Question 20

What does Managed Service cost and how does onboarding work?

Accepted Answer

Managed Service is quoted per location, because the workload depends on how many stores you have and which modules you need (fuel, lottery, e-funds, expenses, vendor purchases, daily balance sheet). Onboarding is: you send a sample of your POS reports, invoices and bank statements, we build your store and the first month, you review it, then you get your private portal link. Start on the Managed Service page and we'll send a quote.

Question 21

Is there a free plan to try it out?

Accepted Answer

Yes. The free tier lets you generate 3 reports per month with full AI analysis, no credit card required. That's enough to run one of your own POS exports through it and judge the output for yourself.

Question 22

How does pricing compare to alternatives?

Accepted Answer

Our paid plans are priced for a single-location small business, not for enterprise finance teams — see the Pricing page for the current tiers. If you'd rather not do the data entry at all, Managed Service is quoted per location and we do the bookkeeping for you.

Question 23

What is your refund policy?

Accepted Answer

All subscription fees are final and non-refundable. However, you can cancel anytime and continue access until your billing period ends. We offer exceptions for duplicate charges, technical errors, or service failures. Contact support@insightdash.xyz if you believe your case qualifies.

Question 24

How does the referral program work?

Accepted Answer

Share your unique referral link with friends. When they sign up, you earn 50 credits ($5 value). When they upgrade to a paid plan, you earn 10 more credits ($1 value). Credits are automatically applied as discounts on your next subscription payment.

Question 25

How do I get my referral link?

Accepted Answer

Visit the Partners page from the footer or go to your Profile → Referral Program section. You'll find your unique referral link that you can share via email, social media, or any other way you like.

Question 26

When do my credits get applied?

Accepted Answer

Credits are automatically applied at checkout when you subscribe or renew. 10 credits = $1 discount. For example, if you have 60 credits, you'll get $6 off your next subscription payment.

We value your privacy

Frequently Asked Questions

Questions? Answered.

P&L Analysis

Supported Businesses

Why You Need Us

Why We're Better

Florida & Managed Service

Pricing & Value

Referral Program