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



Income statement



Cash flow statement



Aging accounts receivables


Aging accounts payables


Vendor balance details


Customer balance details


Open invoices by customer


Unpaid bills by vendor


Profit & loss detailed statements


Profit & loss by month


Profit & loss YTD comparison


Profit & loss by job

Profit & loss by class

Sales by customer summary


Sales by customer details


Sales by customer graph


Sales by item summary


Sales by item details

Sales graph by item

Sales by sales representative summary


Sales by sales representative details


Income by customer summary


Income by customer details


Job profitability summary

Job profitability details

Purchases by vendor summary


Bank deposit details


Bank checks details


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).
