Features
Eight financial statements, with presets you can save and schedule
Trial Balance to Aged Payables — run once, then save it as a recurring report.
Every standard financial statement a business or its accountant needs is built in: Trial Balance, Balance Sheet, Income Statement, Cash Flow, General Ledger, Account Ledger, Aged Receivables, and Aged Payables. Save a report configuration as a preset to reload it instantly next time, share it with your team, or schedule it to arrive by email on a recurring cadence — no manual export required.
- 8 financial-statement reports
- Saved report presets
- Share presets with your team
- Scheduled email delivery
- 1The eight standard reports
- 2Save, load, and share presets
- 3Scheduled recurring delivery
The eight standard reports
Trial Balance, Balance Sheet, Income Statement, Cash Flow, General Ledger, Account Ledger, Aged Receivables, and Aged Payables — every report a business, its board, or its accountant expects, generated live from your actual ledger rather than a static export.
Save, load, and share presets
Configure a report once — date range, filters, grouping — and save it as a preset to reload instantly next time instead of rebuilding it from scratch. Share a preset with your team so everyone runs the same report the same way.
Scheduled recurring delivery
Schedule a report to run and arrive by email automatically on a recurring cadence, rendered and exported server-side. A monthly board pack or a weekly cash-flow check becomes something that simply arrives, not a task on someone's to-do list.