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FINANCIAL REPORTING SOFTWARE

Financial Reporting Software for Small Businesses

Take control of your business financial reports with QuickBooks. Access smart insights and gain a comprehensive view of your business performance with just a click.

A small business owner is accessing QuickBooks financial reporting software on her laptop for business insights

Take control of your financial performance

QuickBooks Financial Reporting Software provides small business owners with performance insights to make informed decisions and align their spending with goals to position the business for long-term success.

Personalized spending roadmap

Prepare for the future and create a spending roadmap to ensure you achieve all your business goals and track current trends to make informed business decisions. align your financial activities with business goals. 

Increase investor confidence

Generate comprehensive financial statements to demonstrate your business’s financial stability and give investors the financial statements they need to approve you for a loan.

Improved decision-making

QuickBooks reports allow you to evaluate key performance indicators, identify areas for improvement, and make strategic and informed business decisions.

Contractor looking at financial report to make better business decision

Customize professional reports

QuickBooks financial reporting software allows you to create custom reports that align with your small business’s branding and identity and helps you to establish a consistent and professional image.


Discover the power of our reporting software with drag-and-drop functionality, stunning data visualization, customizable dashboards, and more for insightful business analytics. 


Every business is different, so customize your reports to see the data that matters most to you.

Easily track transactions

Effortlessly compare transactions for custom reporting periods to track trends and help you forecast your cash flow with a profit and loss statement.


Stay informed about outstanding payments 

QuickBooks financial reporting software easily keeps track of your unpaid invoices, customer balances, and past-due amounts with accounting reports like the Customer Balance Summary or Accounts Receivable Aging Summary.

A small business owner tracking payments with QuickBooks Financial Reporting software

Work with your bookkeeper

Collaborate with your bookkeeper by granting them online access to your reports. 

Your accountant will be able to prepare and deliver custom financial reports tailored to your unique business needs.

A small business owner collaborating with his bookkeeper on the business financial report.

Benefits of Financial Reporting Software

Get real-time insights into your business performance with QuickBooks Financial Reporting Software. Automated, accurate, and customizable reporting options are available.

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Enhanced financial visibility

Generate a comprehensive 360° view of how your business is doing, enabling informed decision-making and valuable insights into your financial data for improved business performance.

Reporting with a pen in front

Create custom reports

Design customized reports, including balance sheets, cash flow statements, and profit and loss statements to align with your company's brand and visual identity.

Calendar with a tick and money note

Easily track overdue invoices

Send automatic reminders with one click and follow up on overdue invoices.

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Boost efficiency and streamline operations

Automate the process of generating financial reports and eliminate manual data entry, saving time and effort compared to manual methods.

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Empowered decision-making

QuickBooks financial reporting software allows small businesses to monitor their performance throughout the year and identify trends, discrepancies and areas where adjustments are necessary for informed decision-making.
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Integrate with reporting and forecasting apps

By linking your QuickBooks Online account to reporting/forecasting apps, you can generate informative dashboards and reports for your business.

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Ensure your data security

QuickBooks uses cutting-edge security measures to ensure the privacy and protection of your financial data. Our password-protected logins, firewall-secured servers, and encryption technology, trusted by leading banks worldwide, guarantee your peace of mind.

Get a better picture of your business

QuickBooks makes it easy for you to create accurate financial reports and organise your financial data.

See how your business is doing
See how your business is doing
Get a 360° view of your sales by customer, product, project, or location.
Customise your reports
Customise your reports
Access up-to-date reports, including balance sheets, cash flow, VAT and profit and loss statements.
Keep track of overdue invoices
Keep track of overdue invoices
Stay on top of your open invoices, customer balances, and overdue amounts.

What kind of reports can QuickBooks generate?

Access multi-dimensional reporting for a comprehensive view of your business's performance and gain valuable insights into its progress.

Invoice with green logo and description

Profit & Loss Statement

The profit and loss statement is one of the most important tools for business owners to determine if their business is operating at a profit or loss. QuickBooks Financial Reporting Software allows you to easily access your financial statement in just a few clicks, enabling you to evaluate areas for expense reduction, revenue growth, and profit increase.
Invoice with green logo and description

Profit & Loss Statement

The profit and loss statement is one of the most important tools for business owners to determine if their business is operating at a profit or loss. QuickBooks Financial Reporting Software allows you to easily access your financial statement in just a few clicks, enabling you to evaluate areas for expense reduction, revenue growth, and profit increase.
Vertical bar graph with arrow showing increase

Cash Flow Statement

Generate a cash flow statement to keep track of the money flowing in and out of your business. Cash flow statements show the activity of money coming in and out of your business during a specific time period and can help you determine business spending habits and trends to help you forecast and plan for the future.

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Income Statement

The income statement compares income to expenses and shows you the profit or loss over a specified amount of time. This is the best report for understanding whether your business is profitable or losing money.
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Balance Sheet Summary

A balance sheet summary report gives a financial snapshot of your business’s financial position, assets such as cash on hand and machinery, and liabilities such as debts and long-term bank loans.

Compare your financial position monthly, quarterly, or annually to help you spot the strengths and weaknesses in your business, helping you make smart decisions about how to invest and grow in the future.

Cash note with green tick

Manage Accounts Receivable

Organize your accounts receivable in one place with QuickBooks. Automate invoicing, tracking, and reporting. View your A/R Aging Report and other financial reports anytime, anywhere.

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General Ledger

The General Ledger maintains a precise log of every financial transaction, ensuring an accurate compilation of a trial balance to reconcile your books.

Choose a plan to suit your business

Simple Start
Start your business
R26450
R23/MONTH
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Essentials
Run your business
R40825
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Grow your business
R54625
R23/MONTH
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See your business in the palm of your hands

QuickBooks financial reporting software gives you access to your business reporting from your smartphone with the QuickBooks mobile app.

A quick overview of your business's well-being comprises a condensed account of your earnings, expenditures, and bank balance on our mobile dashboard.

Download on the App Store GET IT ON Google Play

What is financial reporting

Financial reporting is the process of documenting and presenting financial information about business performance, financial position, and cash flows.

Types of financial reports 

There are 4 types of financial reports that small business owners need for their businesses:


Why is financial reporting important?

Financial reports provide a financial health snapshot for businesses, they are crucial for small businesses for two main reasons:

Informed Business Decision-Making

Financial reporting provides valuable insights into the financial health of the business and helps in informed business decisions

Monitoring Performance and Growth

Financial reporting allows small businesses to track their performance over time.

Compare Actual Results to the Budget

Enables small business owners to make informed decisions about budgeting, investments, pricing strategies, and resource allocation.

A small business owner looking into business insight
Unlock the power of financial insights and make informed decisions with QuickBooks Financial Reporting Software

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