Reports

Business intelligence at a glance

Real-time dashboards and export-ready reports across revenue, expenses, cash flow, and tax — filterable by date, client, or category.

15+report types
1-clickPDF & Excel
Livereal-time data
Revenue Reports

See exactly where your money comes from

Break down revenue by client, product line, category, or time period. Compare quarters, spot your best customers, and identify underperforming segments.

  • Revenue by client, product, or category
  • Period-over-period comparison
  • Top customers ranked automatically
Cash Flow

Know your cash position week by week

See inflows vs outflows in real time. Spot cash gaps before they happen, plan for upcoming payments, and never be surprised by a negative balance.

  • Weekly and monthly cash flow view
  • Inflow vs outflow breakdown
  • Net position trend line
PDF & Excel Export

Download any report in one click

Every report exports to branded PDF or Excel in seconds. Share with your accountant, send to investors, or attach to a board presentation.

  • Branded PDF with your logo and colors
  • Excel export with raw data for analysis
  • Share link directly with your accountant

Capabilities

Every report your business needs

Revenue Reports

By client, product, period, or category.

Expense Tracking

Categorised with trend charts and comparisons.

Cash Flow

Weekly/monthly inflow vs outflow view.

Tax Summary

VAT collected vs input — one-click return.

Custom Date Ranges

Any period, any comparison — instant update.

PDF & Excel Export

Branded export in one click.

How it works

From data to decisions, instantly

01

Choose your report

Pick from revenue, expenses, cash flow, aging, tax summary, or create a custom view.

02

Set filters

Filter by client, category, or date range — results update instantly as you adjust.

03

Export or share

Download branded PDF or Excel, or share a live link directly with your accountant.

Ready to see your business clearly?

Live dashboards. Exportable reports. Ready from day one.

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Your full financial dashboard
in 2 minutes

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