Sample Reports

Customized Financial Statements

Summarized or detailed to your specifications with customizable metrics, time frames and format

Advanced sales reporting using existing QuickBooks data provides actionable insights

Multiple layouts and visuals can be used to represent your data including classic bar graphs and pie charts

Receive updates on critical account balances that provide a quick summary of your business health

Know where your money is going and how your expenses are categorized

Balance your sales, cash and inventory levels down to the SKU level to optimize your operations

Visualize and track performance versus previous periods and forecasts to benchmark and keep your team motivated

Monitor and spot trends in cash flow so your business can be profitable and make money