Reports
Reports your accountant will trust
Every document posts a double-entry journal, so the reports are always complete and always balance. Open them any time, for any period, and export them for your accountant or the bank.
Free to start. No credit card needed.
The financial statements
Profit and loss, balance sheet, cash flow statement (indirect method), trial balance and the general ledger, for any period, compared month by month if you like.
Who owes what
Aged receivables and payables, customer and supplier statements, and deposits held, so you know exactly who to call and who to pay.
Sales, purchases and tax
Sales by customer and by product, purchases by supplier, the tax summary, the VAT return and withholding tax, from the same lines as your books.
Per branch, project or budget
Tag lines with a branch, project or any category you choose, and see profit and loss for each. Set a budget for the year and compare it with what really happened.
Available on
All reports on every plan. Tracking categories on Pro (one) and Business (two). Budgets on Business.
Questions and answers
Are these real double-entry books?
Yes. Every invoice, bill, payment and bank transaction posts a balanced journal entry, so the trial balance always balances.
Can I give my accountant access?
Yes. Invite your accountant with their own login and role. The Free plan includes one user plus your accountant.
Can I export the reports?
Every report downloads as a PDF and as CSV for Excel.
Related features
Keep your books properly, from today
Start on the free plan, or try every feature for 30 days. No credit card needed.