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Reports
Real-time financial insights
Understand your business performance at a glance with
comprehensive financial reports and analytics.

Profit & Loss

See exactly how much you're making or losing. Track revenue, expenses, and profit over any time period.

Revenue
$124,500
↑ 12%
Expenses
$89,300
↑ 8%
Net Profit
$35,200
↑ 18%

Cash Flow

Monitor money coming in and going out. Know exactly how much cash you have available.

Last 6 months
In
Out
AugNovJan

Balance Sheet

See your assets, liabilities, and equity. Understand your financial position at any point in time.

Assets
$156,800
Liabilities
$42,300
Equity
$114,500

Tax Summary

Track sales tax collected and paid. Know exactly what you owe before filing.

Tax Summary (YTD)

Tax Collected$6,228
Tax Paid (Credits)$4,462
Net Tax Owing$1,766
Ready for filing

Expense Breakdown

See where your money is going. Identify opportunities to cut costs and improve profitability.

Payroll
47%$42,000
Rent
20%$18,000
Marketing
14%$12,500
Office
10%$8,900
Other
9%$7,900

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