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Reports & Analytics
Intelligence

Reports & Analytics

Always know exactly where your business stands

Reports & Analytics

What is Reports & Analytics?

Sales reports, profit & loss statements, inventory valuations, and tax summaries — always up to date and exportable as PDF or CSV. No accountant required to understand your numbers.

What's included

  • Profit & Loss statement (any period)
  • Sales by customer, product, or salesperson
  • Tax summary and VAT reports
  • Inventory valuation at cost and retail
  • Overdue and outstanding invoice report
  • Export to PDF or CSV for your accountant
How it works

Up and running in minutes

01

Choose your report

Pick from P&L, sales, tax summary, inventory, or customer statement. Filter by date range or category.

02

Review the numbers

Charts and tables show your data clearly. Drill down into any figure to see the underlying transactions.

03

Export or share

Download as PDF or CSV with your branding. Share directly with your accountant or bookkeeper.

Why it matters for your business

Make faster decisions

Instant visibility into revenue, costs, and profit — without waiting for a monthly accountant call.

Stress-free tax season

Your tax summary is always ready. Pull it in minutes when your accountant asks.

Understand what's working

See which customers, products, and services drive the most revenue — and focus your energy there.

Ready to try Reports & Analytics?

Start for free — no credit card required. Upgrade when you need more.