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Reports

The same ledger your business runs on, rendered as the documents your accountant actually wants. Income Statement that adds up: $24,000 revenue, $2,357 expenses, $21,548 Schedule-C Net Business Income. Expense Report with mileage already calculated at the IRS 2026 rate — $94.22 from 134 business miles, server-side. Work Summary that pulls Net Business Income across the period for tax-prep. Revenue by Client showing which engagements carried the month. Time Utilization turning billable hours into a defensible report. Pick the period, pick the report — the rollup is already done. The April-tax-prep panic you'd otherwise build in Excel, the night before, hoping the categories match what your CPA needs.

Income Statement, Expense Report, Balance Sheet, Work Summary Mileage deduction at IRS 2026 rate, server-side Schedule-C Net Business Income on demand
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See how it works
Preview

Pick a period. Read the rollup.

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Reports
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Your Reports dashboard

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Get started in 3 simple steps

1

Pick a period, pick a report

May 2026, Q1, YTD, or custom. Income Statement, Expense Report, Balance Sheet, Work Summary — the four Finance reports. Plus Revenue by Client, Time Utilization, Goal Analytics.

2

Read the rollup

$24,000 revenue, $2,357 expenses, $21,548 Net. Mileage $94.22 at IRS 2026 rate. Expenses itemized by category. The math is already done — categorized, totaled, deductible.

3

Hand it to your accountant

Already formatted the way they ask for it. Schedule-C-shaped Work Summary, line-itemized Expense Report, P&L Income Statement. No translation step between your books and their forms.

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Free forever. The report your CPA actually wants. No April scramble.

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What gets rendered here

The $21,548 Schedule-C Net Business Income sitting on the Work Summary, ready for your CPA in April. The $94.22 mileage deduction calculated server-side at the IRS 2026 rate ($0.70 × 134 business miles, no manual math). The Income Statement that adds up: $24,000 revenue minus $2,357 expenses, the Net Income line bolded. The Expense Report itemized by category — Software $185, Meals $245, Rent $1,800, Tax Savings $7,200 — every line a tax-prep talking point. The Revenue by Client breakdown that shows Apex carried May. The Time Utilization view that turns billable hours into a defensible report. The April-tax-prep panic you'd otherwise build in Excel the night before, hoping the categories match what your CPA actually needs.

Where these reports pull from:

receipt
Transactions
account_balance
Finance Hub
request_quote
Invoices