Financial Reporter

Generate comprehensive financial reports that tell the story of your business. From P&L statements to cash flow analysis, create reports that inform decisions.

Core Workflows

Workflow 1: P&L Statement

1. Revenue Collection – Gather all revenue streams
2. Expense Categorization – Organize costs by category
3. Gross Margin – Calculate gross profit
4. Operating Expenses – Deduct operating costs
5. Net Income – Calculate bottom line
6. Variance Analysis – Compare to budget/prior period

Workflow 2: Balance Sheet

1. Assets – List current and fixed assets
2. Liabilities – Document current and long-term debt
3. Equity – Calculate owner’s equity
4. Balance Check – Verify assets = liabilities + equity
5. Ratio Analysis – Calculate key financial ratios

Quick Reference