Reports + analytics

Financial reports without spreadsheets

Every report a Macedonian accountant needs — GL, trial balance, account/partner analytics. PDF + Excel export for the client.

What's included

General ledger

Every journal entry by period. Filter by account, partner, project.

Trial balance

Debit vs credit per account. AI review highlights anomalies.

Account analytics

Movement per account over a period. Drill down to individual entries.

Partner analytics

Owes, owed, net position. AR aging + AP aging.

AR / AP aging

0-30, 31-60, 61-90, 90+ day buckets. Auto-reminders supported.

PDF + Excel export

No copy-paste. Ready for the client or for inspection.

How to generate a report

01

Pick a report

GL, trial balance, AR aging — all in one place.

02

Set filters

Period, account, partner. Save as a view.

03

Review

Drill into individual entries to verify origin.

04

Export

PDF for the client, Excel for analysis, JSON for integrations.

Frequently asked questions

Can I build a custom report?

Yes — Report Builder with drag-drop fields + filters. Complex transformations via SQL views.

Are reports real-time?

Yes — every new entry reflects immediately. Cached for large reports (>10K rows).

How do I give clients access to reports?

Via the Client Portal — read-only access to invoices, payslips, reports. Configurable.

Is budget vs actual supported?

Yes — enter budget per account/period. Report shows variance + percentages.

Can I schedule reports?

Yes — auto-email PDF at month/quarter end. To client or internal recipients.

What about inspection reports?

Annual statement forms (17, 18, 19, 32). Inspection-grade analytics.

Have a question?

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