01What are profit centers?
A profit center is an area of your business that you look at like a small company of its own: with its own revenue, its own expenses and its own result. In classic accounting this is called segment reporting — fiduciaries often maintain it by hand in Excel. In einzly it's built in and fills itself.
For each profit center you see at a glance:
- Result (revenue minus expenses) with margin in percent
- Monthly trend as colored stacked bars — which area carries, which one drains
- Each area's share of total revenue
- Comparison with the previous year or period
- Number of bookings and average amount — big projects or volume business?
02Assigned automatically — almost no manual work
A report is only as good as its assignments. That's why einzly does the work for you wherever the assignment is unambiguous:
- Services from your catalog carry their profit center automatically into every quote and invoice — assign once, never think about it again
- Free-text positions use the invoice's profit center
- einzly remembers the profit center per supplier — including splits like 60/40 for rent
- Stripe, SumUp, wallee, Shopify and Mollie: every connection gets a default profit center — imported payments and fees are assigned automatically
- A safety net when recording: if the assignment is missing, einzly asks once — forgetting is impossible
- Anything that can't be assigned lands visibly in the “Unassigned” inbox — and can be assigned there in bulk
03How to set up profit centers
Profit centers are part of the Pro plan (included in the trial) and completely optional: if you don't activate them, nothing in einzly changes. Setup takes about two minutes:
Click “Profit centers” in the navigation. The setup assistant guides you through four steps.
Pick an industry template (agency, hospitality, trades, consulting, retail, photography) or create your own profit centers with name, color and icon. We recommend 2 to 6. The “General” profit center for overhead is added automatically.
Assign your catalog services to a profit center once. From then on, every quote and invoice sorts itself.
After activation the profit center field appears in revenue, expenses and invoices — and your report comes to life.
04Distributing overhead fairly
Rent, insurance or software don't belong to any single area — they belong to all of them. Simply book such costs to the “General” profit center. The results table then offers an “Allocate overhead” switch: it distributes the general expenses to the other profit centers by revenue share — whoever generates 60 percent of revenue carries 60 percent of the overhead. This only happens in the report; your bookings remain unchanged.