Reports

Financial Reports,
One Click Away.

P&L, Balance Sheet, Trial Balance, General Ledger — generate all financial statements with a single click. Always up to date with your latest transaction data.

Report Suite

Every Report, One Dashboard

Profit & Loss

Revenue and expense summary for any custom date range

Revenue$284,500
Expenses$186,400
Net Income$98,100

Balance Sheet

Snapshot of assets, liabilities, and owner's equity

Total Assets$542,300
Total Liabilities$198,700
Equity$343,600

Trial Balance

All account balances at a glance for quick verification

Total Debits$741,000
Total Credits$741,000
Difference$0.00

General Ledger

Complete transaction-level detail organized by account

Accounts47
Transactions2,841
PeriodFY 2025
Capabilities

Reporting Highlights

Real-Time Data

Reports always reflect the latest synced transactions. No batch updates to wait for.

PDF & Excel Export

Download polished reports in PDF or Excel. Share directly with clients or auditors.

GAAP Compliant

US GAAP-standard formatting. Ready for tax filings and audits out of the box.

Generate Reports In One Click

Professional financial statements, always current. No more manual compilation or spreadsheet gymnastics.

Free Plan includes up to 1 client total. No credit card required.