Reporting
Clear answers, not spreadsheets.
Reports update the moment your books do. See profit and loss, cash flow and where your money is going in plain language, then share a link with your accountant or your board.
01
Always up to date
No exports and no refreshing. Every report reads from the live ledger, so the numbers you see are the numbers as of right now.
02
Built to be understood
Each report opens with a short summary in plain language: what changed, by how much, and why. Dig into any figure to see the transactions behind it.
03
Share with one link
Send a read-only report to your accountant, lender or partner. Schedule it to arrive on the first of every month.
Questions, answered.
Which reports are included?
Profit and loss, balance sheet, cash flow, accounts receivable and payable aging, and sales tax summaries. Growth and Scale add custom reports.
Can my accountant see my reports?
Invite your accountant for free. They get full access to reports and the ledger without using a paid seat.
Can I export to a spreadsheet?
Every report exports to CSV or PDF in one click.
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