Are reports updated in real time?

Yes. Every posted entry is reflected at once; for large reports with tens of thousands of rows a cache refreshes on change.

Can the client view reports on their own?

Yes, through the client portal: P&L, balance sheet, VAT summary, obligations, payslips and documents, read-only and configurable per client.

Is there budget versus actual?

Yes. A budget per account and period; the report shows differences in amount and percent.

Can reports be scheduled?

Yes. A monthly or quarterly PDF pack is sent automatically to the client or internally at the end of the period.

Merot Finance · Reports

Every report leads to the posting behind it

Trial balance, general ledger, account and partner statements, reconciliation, cash flow and changes in equity, from the same postings and in real time. Every figure opens to the entry, reports export to PDF and Excel, and the client's monthly pack sends itself or appears in the portal.

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30-day trial with full functionality.

Trial balance

Primer LLC · 1 Jan – 30 Sep 2026 · excerpt

Account	Debit	Credit
1000 Bank	9.412.300	8.207.150
1200 Receivables	6.930.400	6.087.100
2200 Payables	3.118.900	3.402.600
7400 Sales revenue		6.930.400
4000 Material costs	2.211.800
Total (all accounts)	27.640.150	27.640.150

Debit and credit are always equal; clicking an account opens its statement, clicking a line opens the journal entry.

What you get

The standard reports, without preparation spreadsheets.

#	Feature	Scope
01	Trial balance and general ledger	By period, account and partner, with checks for anomalies and unbalanced partners.
02	Account and partner statements	Movement in a period with drill-down to every posting; debit, credit and net position per partner.
03	Receivables and payables ageing	0–30, 31–60, 61–90 and over 90 days, with automatic reminders for receivables.
04	Cash flow and equity	Operating, investing and financing activities; changes in equity; budget versus actual.
05	Export and scheduling	PDF for the client, Excel for analysis; a monthly or quarterly pack sent automatically.
06	Client portal	The client sees the monthly P&L, balance sheet, VAT summary and obligations without asking.

How it works

From filter to client.

01Choose a reportTrial balance, general ledger, statement, ageing, cash flow, equity, budget.

02FiltersPeriod, account, partner, project; saved views per client.

03ReviewDrill down to the posting to see where every figure comes from.

04DeliverPDF, Excel, a scheduled pack by email or a view in the client portal.

Key facts

Reports: in one table.

Reports	Trial balance, general ledger, statements, partners, reconciliation, cash flow, changes in equity, budget, receivables and payables ageing
Formats	PDF, Excel, CSV; scheduled sending monthly or quarterly
Freshness	Real time, every posting is reflected at once
Price	Basic reports in Solo; advanced reports and budget from Bureau
Trial	30-day trial with full functionality; every firm gets its own address firm.merot.com

Updated: 2026-09-14

Every report leads to the posting behind it

The standard reports, without preparation spreadsheets.

From filter to client.

Reports: in one table.

Frequently asked questions

Other features of Merot Finance.

See the process with your own data