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Reporting from a single, immutable ledger

Reports are calculated from the general ledger, which does not allow entries to be edited: corrections are made by reversal, so a report relies on entries that cannot be silently changed.

What you will see

  • Profit and loss

    The cost-of-sales (calculation) format from the income statement accounts for the selected period, with date shortcuts (month, year).

  • Balance sheet

    Assets and liabilities for the selected day, together with a ledger integrity check.

  • Summary and indicators

    Result, cash, receivables, payables and inventory value, also in the Team inbox.

  • Cash flow forecast

    End-of-week balance and an alert about a forecast shortfall, calculated deterministically from payment due dates.

  • Ledger and trial balance

    Journal of entries, trial balance and chart of accounts with search.

  • Ageing analysis

    Receivables and payables split into overdue brackets.

Morning review and Ask the team

  • The CEO's morning review

    Overdue and upcoming deadlines, decisions to make and critical alerts in one view and in the morning email (once outgoing email is enabled).

  • Ask the team

    Ask questions about your company data in natural language. Answers are read-only, with sources cited, and amounts come from code, not from the model. They use AI credits.

  • Audit log

    A full change trail: who, what and when, including actions by AI agents.

Manage smarter. Grow faster.

You can start with one company and a few invoices.

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  • Free Start plan with no time limit

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