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Financial reporting
Go beyond spreadsheets with dynamic, visual reports. User our standard Balance Sheet and P&L, or build custom reports to track the KPIs that matter most to your business.
Key Benefits
- Drill-down capabilities
- Export to Excel/PDF
- Real-time dashboards
How it works
1
Choose Report
Select P&L, Balance Sheet, or Cash Flow.
2
Customize
Filter by date range or department.
3
Share
Export to PDF or invite your accountant.
Trusted by teams at
CLOUDFLARE
VERCEL
STRIPE
POSTMAN
SEGMENT
"My investors love the professional reports I send now."
Richard Hendricks, CEOSimple, transparent pricing
Get access to financial reporting and much more.
Most Popular
Professional
Everything you need to grow your business.
$29/mo
- Unlimited everything
- Advanced automation
Common Questions
Can I save custom reports?
Yes, save your favorite filters.
Is it GAAP compliant?
Yes, built on double-entry accounting.