Understand performance
with clear reports
Sales, inventory, expenses, Profit & Loss and balance sheet reports with period comparisons and CSV export.
Profit & Loss (Pre‑Tax)
| Account | Current | Prev | YTD |
|---|---|---|---|
| REVENUE | $84,300 | $77,900 | $612,400 |
| Product Sales | $57,800 | $53,200 | $421,900 |
| Service Revenue | $26,500 | $24,700 | $190,500 |
| TOTAL REVENUE | $84,300 | $77,900 | $612,400 |
| COST OF GOODS SOLD | ($32,900) | ($29,400) | ($248,100) |
| GROSS PROFIT | $51,400 | $48,500 | $364,300 |
| OPERATING EXPENSES | ($38,200) | ($36,900) | ($301,700) |
| NET INCOME (Pre‑Tax) | $13,200 | $11,600 | $62,600 |
Reporting Features
Sales performance
and trends.
Understand revenue drivers with breakdowns by product, customer and period, alongside top products and category contributions.
Stock analysis
and movements.
Track inventory levels, inbound/outbound movements, and identify low-stock and slow-moving items.
Cost tracking
and spend analysis.
Visualize expenses by category, vendor and period. Import receipts and export reports for accounting.
Financial performance
at a glance.
Compare months, view year‑to‑date and prior year, and collapse sections to focus on what matters.
| Account | Current | Prev | YTD |
|---|---|---|---|
| REVENUE | $84,300 | $77,900 | $612,400 |
| Product Sales | $57,800 | $53,200 | $421,900 |
| TOTAL REVENUE | $84,300 | $77,900 | $612,400 |
| COGS | ($32,900) | ($29,400) | ($248,100) |
| NET INCOME (Pre‑Tax) | $13,200 | $11,600 | $62,600 |
Financial position
balance sheet.
View current vs previous period and prior year. Collapse sections for current/non‑current assets and liabilities.
Sales performance
Analyze sales performance with detailed breakdowns by product, customer, and time period.
Stock analysis
Monitor stock levels, turnover rates, and identify slow-moving or out-of-stock items.
Service metrics
Review service performance, utilization rates, and customer satisfaction metrics.
Daily Journal
Record and track daily business activities and notes.
Expenses Report
Examine expenditure patterns and cost analysis.
Profit & Loss
Calculate profitability and financial performance.
Balance Sheet
Assets and liabilities reporting and analysis.
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retail business management?
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