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Financial reports

Your P&L and balance sheet, whenever you need them

Nobody should have to wait for month-end to find out how the business is doing. Reports build from your vouchers, so they are as current as your last entry.

The reports you and your accountant use

Choose a period, read the statement, and open any figure to see what is behind it.

  • Trial balance, with Excel and PDF export
  • Profit and loss
  • Balance sheet
  • Key financial ratios

From summary to source

Move from a group total to its months, its ledgers and the voucher behind the number, then come straight back to where you were.

Common questions

Can I export my reports?

Yes. The trial balance exports to Excel and PDF, and GST data exports to Excel.

Do reports update automatically?

Yes. They are built from your saved vouchers, so a new or corrected entry is reflected the next time you open the report.

Related features

Vouchers and ledgers

Double-entry books with eight voucher types, ledger groups, party masters and built-in HSN/SAC search.

Learn more

Receivables and payables

Aging reports show who owes you and whom you owe, and you can email an invoice to a customer as a PDF.

Learn more

GST returns

GSTR-1 and GSTR-3B prepared from your vouchers, with HSN summaries, an ITC register and Excel exports.

Learn more

Bring your books, GST and compliance together.

Create your account, set up your company and record your first voucher. No card is needed to sign up.