Reports that are current, not last month's export
The statements your bank, your CPA and your board actually ask for.
Included in: Every paid plan
P&L, Balance Sheet, Cash Flow, General Ledger, Trial Balance and aging — from live data.
The full statement set
Profit and Loss with monthly and comparison views, Balance Sheet, Statement of Cash Flows, General Ledger, Trial Balance, and receivables and payables aging.
Live, not rebuilt
Reports read your books as they stand right now. There is nothing to regenerate before a meeting.
Export and save
Take any report to PDF, or save a configuration you run every month.
How it works
- 1
Pick the report
Profit and Loss, Balance Sheet, Cash Flow, General Ledger, Trial Balance, or receivables and payables aging.
- 2
Set the period
A month, a quarter, a year, or a comparison against the period before.
- 3
Export or save it
Take it to PDF, or save the configuration so next month is one click.
Financial reports questions
Works with
AI Tax Insights
An estimate of what you will owe, and where the deductions are, built from your own books.
AI tax chat
Ask a tax or bookkeeping question in plain English and get an answer grounded in your data.
Bank reconciliation
Match your books to the statement, month by month, with a history of every reconciliation.
Try financial reports free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.