Real-time dashboard with customisable reports

Accounting reports show you the financial position of your business over a period of time. They are a useful source of information for business owners to help you see where you're making and spending money.

A profit and loss statement is a legal requirement for limited companies, and for sole traders earning over £50,000 a year. A profit and loss statement not only keeps track of your income and outgoings, but also helps spot how the business is performing.

“Cash flow” is a term that refers to how cash moves in and out of your business and your bank account. Cash inflows are your sources of income, and cash outflows are your business expenses. Cash flow insights give you a clear picture of the current state of your business. It helps you see how long you can maintain your business, based on the typical patterns of bringing in and spending money.

• Balance sheet including retained earnings

• Profit and loss statement

• Income statement

• Annual reports

• And more

Yes. You can import Customer, Supplier, Items, and Chart of Accounts from an Excel spreadsheet in several ways.

You can schedule recurring reports to email your accountant at a frequency of your choice. If they are using QuickBooks, you can give them access to view your financial reports from any point in time in their dashboard.