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📊 Financial Reports
Build a workbook by adding one or more layouts via natural language. Preview each, then download the whole pack as a multi-sheet Excel.
📘 Management Accounts
The profit and loss and the balance sheet in one file — the month
you pick, the year to date beside it, and the
position at that month end. What a monthly meeting needs, without
three separate downloads.
📄 Per-Company P&L Pack
One P&L per sheet — the whole business, then every company — the month
you pick and the year to date beside it, every line
opening to its accounts and checked against the ledger.
📅 Per-Company P&L by Month
One P&L per sheet — the whole business, then every company — a column for
each month from the start of the financial year up to the month you pick,
and the year to date; every line opens to its accounts.
Shows each company's trend month on month.
📋 Per-Company Balance Sheet Pack
One balance sheet per sheet — the group, then every company — the position
as of the chosen month end.
Examples:
Pick one company and the statement is that company's alone, read
against its own financial year.