Carrier Pro and up

Financial reports: P&L, balance sheet and cash flow

Tax-ready statements from the double-entry books, for any period, exportable for your accountant.

Carrier Pro and up

This feature is part of Carrier Pro ($149.99/month) and the plans above it. Sign in to see whether your plan includes it.

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The Financial Reports Center produces the profit and loss statement, balance sheet and cash-flow statement for any date range, on a cash basis. Each report exports to CSV and PDF; your accountant can also be granted transaction-only access to run them.

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