Reports
Monthly P&L, cash flow and balance sheet built from reconciled data, ready to share with your board, bank or accountant in one click.
00 / How it works
Your numbers, already reconciled, laid out the way your accountant reads them.
Step 01
Match
Transactions reconciled automatically.
Step 02
Report
P&L, cash flow and balance sheet.
Step 03
Check
Any two periods side by side.
Step 04
Share
A live link instead of a spreadsheet.
Reports · October
Profit · October
£31,420
▲ 8.6%
Profit and loss
Shared with your accountant
Live
⇄
Cash flow · 13 weeks
Lowest point £18,200
Safe
Export to Xero
214 lines · CSV
Done
01 / Reports
Answers, not exports.
Monthly P&L, cash flow and balance sheet, built from reconciled data and ready to share with your board, bank or accountant in one click.
P&L, cash flow and balance sheet
Share a live link or export to PDF
Compare any two periods
Reports
Reports questions.
Can I customise reports?
Group accounts your way, add tracking categories and save views for next month.
Can I export to PDF or Excel?
Yes, every report exports to PDF, CSV and Excel.
Who can see shared reports?
Only people with the link, and you can switch the link off at any time.
