Reporting & Budgeting
Build your budget, monitor the books, and report your board
Every report your board, auditors, and owners expect, drawn from one source of truth.
Run any standard report in seconds
Build and approve your annual budget in one workflow
Generate 1099s without spreadsheet wrangling
Less month-end chaos
Reports that match what your auditor expects and your board can actually read.
Run every report your board, auditor, and owners expect
Standard reports include balance sheet, income statement, cash flow, trial balance, general ledger, and aging. Run them for any period, compare to budget or prior year, and export to PDF, Excel, or CSV. Scheduled delivery puts the right reports in board members' inboxes before each meeting.
Build, approve, and track the annual budget in one place
Roll forward last year's actuals, adjust line by line, capture board feedback in comments, and lock the budget once approved. Every report then automatically compares actuals to the approved budget, and mid-year revisions flow through the same approval workflow with prior versions archived.
Handle 1099 season without the spreadsheet scramble
Vendor records, payment history, and tax classifications live in one place all year. When 1099 season arrives, generate forms for eligible vendors, review totals side by side with vendor records, make corrections inline, and file directly or export for your accountant. The same workflow supports T4A and other reporting requirements where applicable.
Time is money. Save both.
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