top of page

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

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Income statement

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Cash flow statement

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Aging accounts receivables

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Aging accounts payables

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Vendor balance details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Customer balance details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Open invoices by customer

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Unpaid bills by vendor

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Profit & loss detailed statements

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Profit & loss by month

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Profit & loss YTD comparison

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Profit & loss by job

green-tick-mark-icon-transparent-backgro

Profit & loss by class

green-tick-mark-icon-transparent-backgro

Sales by customer summary

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Sales by customer details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Sales by customer graph

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Sales by item summary

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Sales by item details

green-tick-mark-icon-transparent-backgro

Sales graph by item

green-tick-mark-icon-transparent-backgro

Sales by sales representative summary

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Sales by sales representative details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Income by customer summary

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Income by customer details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Job profitability summary

green-tick-mark-icon-transparent-backgro

Job profitability details

green-tick-mark-icon-transparent-backgro

Purchases by vendor summary

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Bank deposit details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

Bank checks details

green-tick-mark-icon-transparent-backgro
green-tick-mark-icon-transparent-backgro

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).

bottom of page