Reports

Financial Insights & Exports

Export-ready reports and AI-driven financial breakdowns

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Monthly Profit & Loss (P&L)

Month-to-date income, expenses, and net margin

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GST Liability Summary

Tax collected, input credits, and payable totals

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Expense Categorization

AI-tagged expenses by category and vendor

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Overdue Accounts Receivable

Invoices past due with aging buckets

Income vs. Expenses (Year to Date)

Track how cash inflow compares to operational spend

Income
Expenses

Operating Expenses by Category

Share of total operating spend

Software
28%
Office Supplies
18%
Travel
16%
Marketing
22%
Utilities
16%

Generated Reports History

Recent exports available for download

Report NameDate GeneratedFormatDownload
Monthly Profit & Loss (P&L)May 22, 2026CSVDownload
GST Liability SummaryMay 20, 2026PDFDownload
Expense CategorizationMay 17, 2026CSVDownload
Overdue Accounts ReceivableMay 12, 2026CSVDownload