Easy-to-Understand Financial Reports

Quickly generate accurate reports to track cash flow, taxes, and business performance - no accounting degree required.

Invoice Quote Credit Note Expense Tracking Project Tracking Chart of Accounts Bookkeeping Client Management Powerful Reports SMTP Support Staff Role and more...

Real-Time Financial Dashboard

See your cash flow, unpaid invoices, expenses, and profits in one place. Customize the dashboard to show your most important numbers first.

Accounts Receivable Aging Report

See which clients owe you money, how much is overdue, and for how long. Send payment reminders directly from the report.

Profit & Loss Statements (Income Reports)

Track monthly/yearly profits, costs, and expenses. Compare periods to spot trends and fix cash flow issues faster.

Filter Reports Your Way

Create reports for specific dates, clients, or categories. Filter by location, project, or sales rep to find exact details.

Export/Share in 1 Click

Download reports as PDF for meetings or CSV for further analysis. Email reports to your accountant or download CSV/PDF.

All Essential Business Reports

Access 15+ pre-built reports trusted by small businesses and accountants:

General Ledger Reports - Every transaction detail for bookkeeping or audits
Trial Balance Reports - Verify your books are accurate and balanced
Profit & Loss Reports - Track income, COGS, and expenses - see net profit
Balance Sheet Reports - Assets, liabilities, and equity - understand your net worth
Sales Reports by Client/Product - See top-selling items or most profitable clients
Who Owes You Money (Aging Reports) - Track unpaid invoices by 30/60/90+ days overdue
Payment Tracking Reports - Monitor deposits, refunds, and tax withholdings
Expense Reports by Category - Track spending by team, project, or client
Tax Preparation Reports - YTD totals for income, sales tax, and deductible expenses

Ready to streamline your accounting operations?

Join us today and experience effortless accounting and much more.

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