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Financial Reports

Understand your business at a glance. Income Statement, Balance Sheet, Cash Flow, and more - all generated in real-time from your actual data.

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Reports That Matter

Good decisions need good data. BizBooks Pro gives you the financial reports your accountant expects, your bank requires, and your business needs to grow.

All Plans

Income Statement (P&L)

Revenue minus expenses equals profit. See where your money comes from and where it goes. Compare periods to track growth.

All Plans

Balance Sheet

Assets, liabilities, and equity at a point in time. The snapshot banks and investors want to see.

All Plans

Trial Balance

All accounts with their debit and credit balances. The foundation for financial statements and audit prep.

All Plans

General Ledger

Every transaction in every account. The complete record of all financial activity.

Pro+

Cash Flow Statement

Where cash came from and where it went. Operating, investing, and financing activities.

Pro+

Accounts Receivable Aging

Who owes you money and for how long. Identify slow payers before they become bad debts.

Pro+

Accounts Payable Aging

What you owe and when it's due. Manage cash flow by knowing your obligations.

Pro+

Custom Reports

Build reports with the metrics that matter to you. Filter, group, and export your way.

Real-Time Data

Reports pull directly from your live data. Record a transaction and see it reflected immediately. No waiting for batch processing or overnight updates.

Date Range Flexibility

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 Options

Export any report to PDF for sharing or Excel for further analysis. Send your accountant exactly what they need in the format they want.

For Tax Time

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.

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