Features
Reports and Analytics
Generate financial reports and analyze your data
Available Reports
Income Statement
Shows revenue, expenses, and profit for a period.
Balance Sheet
Snapshots of assets, liabilities, and equity.
Cash Flow
Tracks money in and out of your business.
Expense Report
Breakdown of expenses by category and time period.
Tax Report
Helps prepare for tax filing with tax-relevant expenses.
Generate a Report
- Go to Reports
- Select report type
- Choose date range
- Click "Generate"
- Download as PDF or CSV
Customization
- Filter by category
- Compare periods
- Export data
- Schedule automated reports
Schedule monthly reports to track performance trends.
Analysis
Use reports to:
- Monitor business health
- Identify spending patterns
- Plan budgets
- Make financial decisions