Reports

Your profit, cash, balance sheet and who owes you, explained in plain words.

Financial Summary

1. Go to Accounting › Reporting › Financial Summary (AI).
2. Choose the period: this month, last month, this or last quarter, this or last year, or your own dates.
3. Click Explain my Figures.

You get the explanation on top (in short, profit, cash, customers who owe you, bills to pay, what to do next) and the tables below: profit and loss against the previous period, cash in and out, balance sheet, and today's open amounts by days late with the biggest customers and vendors. Ask a follow-up question in the box: "why did expenses go up?".

Explain any report

On every accounting report (profit and loss, balance sheet, cash flow, aged receivable and payable, general ledger, tax report...), Explain with AI explains exactly what is on screen, with your filters and comparisons.