For accounting and advisory firms
You export a client's accounts and get the quarterly report: figures, chart and what to tell them.
Sales are up 12.7% on the same quarter of 2025. The margin falls from 9.4% to 9.0%: purchases grow 19.5%, faster than sales.
Four steps, from the books to the report.
You export the client's accounts
It reads the accounts and pulls out the quarter's figures
It compares with last year and flags what's moving
Out come the client's report and the advisor's note
Sales are up 12.7% on the same quarter of 2025. The margin falls from 9.4% to 9.0%: purchases grow 19.5%, faster than sales.
It writes up what happened in the quarter the way you'd tell it: sales, margin and what to watch.
| Sales | 148,200 | +12.7% |
| Purchases | 61,900 | +19.5% |
| Staff | 47,300 | +4.2% |
| Other expenses | 25,700 | +17.4% |
| Profit | 13,300 | +7.3% |
It compares each line with the same quarter last year and marks the one that's out of the ordinary.
It names the account and month behind each flag, so you can check it in the ledger before sending.
These are your clients' accounts: it runs entirely at the firm and nothing leaves it.
Inside the firm's server
Automated Financial Reports
Two pages with your logo: figures, chart and sentences.
What's worth discussing this quarter.
Previous quarters
This quarter's accounts
The only thing that leaves is the report you send.
The same package for every product. No lock-in, VAT not included. If your case needs more than the standard, we say so before we start.
With any software that exports the trial balance and the general ledger to Excel or CSV, which is what it reads. During setup it is tested on your real exports before anything is signed off.
Two pages per client and quarter: the summary income statement, the sales chart, the comparison with last year and the sentences that explain what happened. In your format and with your logo, and it can be edited before you send it.
It says so in the report and doesn't fill the gap: it marks the figure as unverified instead of making it up. Every figure points to the account it comes from, so you see right away where the problem is.
On the firm's server. Neither the exports nor the reports ever leave it, and if you stop the service one day, they stay where they were.
Tell us about it in the assessment. It's free, and you come out with a yes or a no.