Providing you with insightful, actionable reports

Producing financial statements is not only a regulatory requirement; proper reporting is essential for running companies of any size – it should tell you how your business is doing and assist you in making informed decisions.

Our reports start from the standard financial statements of P&L, Balance Sheet and Cash Flow Statement, all the way to customized dashboards that with a quick glance tell you what you need to know.

You can choose between our basic or premium reports to get business insights that keep you one step ahead.

Report Features

Standard

Basic

Premium

Balance sheet

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Income statement

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Cash flow statement

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Aging accounts receivables

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Aging accounts payables

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Vendor balance details

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Customer balance details

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Open invoices by customer

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Unpaid bills by vendor

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Profit & loss detailed statements

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Profit & loss by month

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Profit & loss YTD comparison

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Profit & loss by job

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Profit & loss by class

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Sales by customer summary

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Sales by customer details

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Sales by customer graph

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Sales by item summary

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Sales by item details

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Sales graph by item

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Sales by sales representative summary

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Sales by sales representative details

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Income by customer summary

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Income by customer details

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Job profitability summary

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Job profitability details

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Purchases by vendor summary

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Bank deposit details

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Bank checks details

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Our customized dashboards give you the big picture of your business at a glance and in real time – whether in the office or on the go. Choose metrics that matter most to your type of business, and visualize the data in real time for faster and better understanding and decision making. (Customized dashboards are an additional service available for an extra fee).