Reports

Know Your Numbers, Grow Your Business

From basic invoice summaries to advanced financial analytics — get the insights you need to make smarter decisions.

Revenue Tracking

See Your Revenue at a Glance

Track total revenue, average invoice value, and payment trends over time. Filter by date range, client, or status to zero in on the numbers you care about.

  • Total revenue and average invoice value
  • Revenue trends over time (monthly, quarterly)
  • Filter by date range, client, or status
  • Visual charts for quick understanding
Revenue Report TOTAL REVENUE $48,320 AVG INVOICE $1,240 INVOICES SENT 39 $10k $7.5k $5k $2.5k $0 Aug Sep Oct Nov Dec Jan Feb ↑ 18%
Payment Reports

Track Every Dollar, Paid or Pending

Know exactly which invoices have been paid, which are outstanding, and which are overdue. Break down payments by method — Stripe, PayPal, check, cash, or wire.

  • Paid vs. outstanding vs. overdue breakdown
  • Payment method distribution
  • Aging report for overdue invoices
  • Deposit and partial payment tracking
Payment Report ✓ PAID $26,576 22 invoices ○ OUTSTANDING $14,496 12 invoices ! OVERDUE $7,248 5 invoices PAYMENT DISTRIBUTION Paid (55%) Outstanding (30%) Overdue (15%) BY PAYMENT METHOD Stripe $18,200 PayPal $5,876 Check $2,500 Wire $3,420
Expense Reports

Expense Summaries at Your Fingertips

Pro plan users get detailed expense reports broken down by category and date. Understand where your money is going and keep your bottom line healthy.

  • Expense breakdown by category
  • Monthly and yearly expense trends
  • Revenue vs. expenses comparison
  • Exportable via CSV and PDF
Expense Report — February 2026 $8,247 Total Expenses CATEGORY BREAKDOWN Software 35% • $2,886.45 Office 25% • $2,061.75 Travel 20% • $1,649.40 Meals & Entertainment 15% • $1,237.05 Utilities 5% • $412.35 PRO
Export & Share

Export Reports for Accounting

Download your reports as CSV or PDF for your accountant, bookkeeper, or tax prep. Keep clean records without manual data entry.

  • Export to CSV for spreadsheet analysis
  • PDF reports for professional sharing
  • Filter before exporting for targeted data
  • Tax-ready summaries for filing season
Export Reports Download Your Reports Choose a format and export filtered data instantly .CSV Spreadsheet Export Open in Excel, Sheets, or Numbers Download CSV .PDF Professional Report Share with accountants & clients Download PDF Filter by date range, client, or category before exporting

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