The reports you close the books with.
30+ built-in reports. PDF, Excel, and CSV exports. Sort, drill down, memorize, and rerun.
Every report has an exit.
Export to PDF, Excel, and CSV. Sort tables, memorize reports, and rerun them against current data. The Report Builder adds grouping, filters, subtotals, and drill-down.
Financial statements
- Profit & Loss
- Balance Sheet
- Balance Sheet Comparison
- Cash Flow
- Trial Balance
- P&L Comparison
- Sales Tax
- Budget vs Actual
Receivables & payables
- A/R Aging
- A/P Aging
- Open Invoices
- Unpaid Bills
- Customer Statements
- Vendor Statements
- Payment Reminders
Sales & purchases
- Sales by Customer
- Sales by Item
- Purchases by Vendor
- Inventory Valuation
Detail & dimensions
- Transaction Detail
- General Ledger
- Income & Expense by Category
- P&L by Class
- P&L by Project
- Estimate vs Actual by Job
- Saved Views
Compliance & planning
- 1099 Vendor Payments
- Sales Tax by Agency
- Closing Date Exceptions
- Cash Flow Forecast (30/60/90)
- Verify Data
Custom
- Report Builder
A real report example is coming.
A demo-company report will be added when supplied. No customer books or fabricated report screenshots are shown here.