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Accounting

Easy-to-Understand Financial Reports for Business Growth: Gain Actionable Insights

Quickly generate accurate reports to track cash flow, taxes, and business performance - no accounting degree required. Gain actionable insights to make informed decisions and drive your business forward.

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Real-Time Financial Dashboard & Insights: Your Business at a Glance

See your cash flow, unpaid invoices, expenses, and profits in one place. Customize the dashboard to show your most important numbers first for quick financial overview and immediate action.

Accounts Receivable Aging Report: Accelerate Collections

See which clients owe you money, how much is overdue, and for how long. Send payment reminders directly from the report to improve collections and boost your cash flow.

Profit & Loss Statements (Income Reports): Optimize Profitability

Track monthly/yearly profits, costs, and expenses. Compare periods to spot trends and identify areas for improvement in your business's financial health, maximizing profitability.

Customized Report Filters & Views: Tailor Your Analysis

Create reports for specific dates, clients, or categories. Filter by location, project, or sales rep to find exact details and tailor reports to your needs for precise analysis.

Export & Share Reports in 1 Click: Seamless Collaboration

Download reports as PDF for meetings or CSV for further analysis. Easily email reports to your accountant or share with stakeholders, fostering seamless collaboration.

All Essential Business Reports for Comprehensive Analysis: 15+ Pre-Built Reports

Access 15+ pre-built reports trusted by small businesses and accountants, providing comprehensive analysis for every aspect of your business:

  • General Ledger Reports: Every Transaction Detail for Audits - Every transaction detail for comprehensive bookkeeping and audit trails, ensuring complete financial transparency.
  • Trial Balance Reports: Verify Financial Accuracy - Verify your books are accurate and balanced before generating final financial statements, ensuring financial integrity.
  • Profit & Loss Reports (Income Statements): See Your True Profit - Track income, cost of goods sold (COGS), and expenses to clearly see your net profit and understand your business's financial performance.
  • Balance Sheet Reports: Understand Your Net Worth - Understand your business's financial position with a clear overview of assets, liabilities, and equity, providing a snapshot of your net worth.
  • Sales Reports by Client & Product: Optimize Sales Strategy - Identify top-selling items or most profitable clients to optimize your sales strategies and drive revenue growth.
  • Accounts Receivable Aging Reports: Prioritize Collections - Track unpaid invoices by 30/60/90+ days overdue to prioritize collections and significantly improve cash flow.
  • Payment Tracking Reports: Complete Financial Oversight - Monitor deposits, refunds, and tax withholdings for complete financial oversight and accurate record-keeping.
  • Expense Reports by Category & Project: Granular Spending Control - Track spending by team, project, or client to gain granular control over your expenditures and optimize your budget.
  • Tax Preparation Reports & Summaries: Simplify Tax Filing - Generate year-to-date totals for income, sales tax, and deductible expenses to simplify tax filing and ensure compliance.

Join us today and experience effortless accounting and much more.

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