Reports

Use the reports to view your company and financial information at a glance.If there are certain reports that you run regularly, to save time you can add them to Favourites.

New smart reports

Updated versions of the reports below are currently being rolled out to all customers in stages. Each report can be customised, and includes new options not available in the old report styles. Read more about the updated reports here.

Essential reports

View the value and performance of your business.

Detailed Advanced reports

View details of your transactions and categories.

Cash reports

View bank transactions to manage your money and analyse your cash flow.

VAT reports