Answers,
not exports.
Live financial statements computed straight from the ledger — no refresh button, no stale copies, no year-end surprises. And when reading a report is too slow, ask the AI assistant instead.
Always current
computed live from the ledger on every view
Aging built in
who owes you, whom you owe, and for how long
Excel, CSV & PDF
every report exports — or answers in chat
The statements, always up to date.
Because every report reads the same live ledger, the numbers agree with each other — today, at month-end, and in front of your bank.
- ✓ Profit & loss — revenue, costs and margin for any period, consistent with every other report.
- ✓ Balance sheet — assets, liabilities and equity that actually balance, with retained earnings reconstructed live.
- ✓ Cash flow — operating, investing and financing activity, tied to your real cash and bank accounts.
- ✓ Trial balance & general ledger — for the detail people, down to the individual entry.
- ✓ GST/HST reports — output vs input tax and your net position for the filing period.
See trouble while it's still cheap.
Most financial pain is visible weeks early — in aging, in due dates, in a drifting margin. The job of reporting is to make you look.
- ✓ Receivables aging — overdue balances by age band, so collection calls happen before cash gets tight.
- ✓ Payables aging — what's due soon, so paying late is a choice and not an accident.
- ✓ A dashboard that reads like a briefing — money in, money owed, what needs attention today.
- ✓ Ask instead of digging — 'what did I make last month?' answered in chat from the same ledger, with a downloadable card.
- ✓ Export everything — Excel, CSV or PDF whenever someone asks for the file.
Reports — common questions
Are reports real-time?
Yes — every report is computed from the live ledger when you open it. There's no cached copy to go stale and no refresh button to forget.
Will the balance sheet actually balance?
Yes — reports derive from the same double-entry ledger, so assets equal liabilities plus equity by construction, and P&L, balance sheet and cash flow agree with each other.
Can I export reports?
Every report exports to Excel, CSV or PDF. Report cards in the AI chat download the same way, generated right in your browser.
Can I just ask for a number?
Yes — the built-in AI assistant answers questions like 'who is overdue?' or 'how big is my GST/HST bill?' from the same reporting engine, and can hand you the full report as a card.
Open your books to a live P&L.
Start free, bring a month of activity, and see statements that are simply always right.