Understand your business at a glance. Income Statement, Balance Sheet, Cash Flow, and more - all generated in real-time from your actual data.
Try It FreeGood decisions need good data. BizBooks Pro gives you the financial reports your accountant expects, your bank requires, and your business needs to grow.
Revenue minus expenses equals profit. See where your money comes from and where it goes. Compare periods to track growth.
Assets, liabilities, and equity at a point in time. The snapshot banks and investors want to see.
This year next to last year, account by account, with the dollar and percent change spelled out. Up to 12 columns if you want the long view.
All accounts with their debit and credit balances. The foundation for financial statements and audit prep.
Every transaction in every account. The complete record of all financial activity.
Where cash came from and where it went. Operating, investing, and financing activities.
Who owes you money and for how long. Identify slow payers before they become bad debts.
What you owe and when it's due. Manage cash flow by knowing your obligations.
Build reports with the metrics that matter to you. Filter, group, and export your way.
See a customer's full history in one view -- now with a Notes column that surfaces your invoice notes, plus a column picker to show or hide any field across the report, the PDF, and the CSV.
"Why is this year different?" is the question every set of books eventually has to answer. Running the report twice and squinting at two windows is not an answer. Set Compare to in the Report Parameters box, then run your Income Statement or Balance Sheet the way you always do — every account keeps its own row, and every period gets its own column.
Five modes cover the usual questions. Previous year lines this period up against the same dates twelve months back. Previous period takes the same stretch of days immediately before. Multiple years stacks up to twelve years across the page. Quarters and Months walk backwards through consecutive periods. The newest column sits on the left, the way an accountant reads a statement.
With two columns on screen you also get a $ Change and a % Change column, gains in green and drops in red, and you can switch either one off. So advertising at $6,000 against $9,000 last year reads as ($3,000) and -33.3% without you reaching for a calculator. A period with nothing in it shows a dash instead of a made-up percentage.
Whatever you set on the report applies to all the columns at once — cash or accrual, class and location filters, and "hide accounts with zero balance". Sub-accounts stay tucked under their parents and roll into the parent total, exactly as they do on a single-period run. Print, PDF (landscape, so a wide comparison isn't chopped off) and CSV are all there, and you can memorize a comparison so it comes back as one.
Reports pull directly from your live data. Record a transaction and see it reflected immediately. No waiting for batch processing or overnight updates.
Run reports for any period: this month, last quarter, year-to-date, or custom date ranges. Compare current to previous periods to spot trends.
Export any report to PDF for sharing or Excel for further analysis. Send your accountant exactly what they need in the format they want.
When tax season arrives, you'll be ready. Your Income Statement shows the numbers for Schedule C. Your Balance Sheet documents your business assets. No scrambling, no guessing, no stress.
Start your free 30-day trial. All report types included.