Generate a polished P&L report in PDF, Excel, CSV, or HTML with one click. Share it with your accountant, lender, landlord, or business partner — formatted and ready, no cleanup needed.
PDF, Excel (.xlsx), CSV, or HTML — pick whichever format your accountant or lender needs.
Clean, branded layouts with your business name, date range, income/expense breakdown, and totals.
Every report includes income and expenses grouped by category with subtotals and percentages.
This month, last quarter, full year, or any custom dates — you choose the period.
AI adds a plain-English paragraph explaining what the numbers mean and what changed since last period.
Reports generate in seconds and download immediately. No waiting for overnight batch jobs.
Select which business and time period you want the report to cover.
Choose PDF, Excel, CSV, or HTML — depending on what you need it for.
Your report generates in seconds and downloads straight to your device.
Email it to your accountant, attach it to a loan application, or save it for your records.
Reports are generated from your own transaction data. They contain only what you've entered. Reports are generated on demand and delivered directly to your browser — they are not stored on external servers.
Plan availability
Report generation and export require the Pro or Business plan. Free users can view their dashboard but cannot download formatted reports.
No more manually building spreadsheet reports
Professional enough for lenders, landlords, and partners
AI explains what the numbers mean in plain English
Four formats — whatever your situation needs
Generates in seconds, not hours
No credit card required. Start free and upgrade when you’re ready.
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