Financial Reports

Reports for Every Audience

P&L, balance sheet, cash flow statement, and 50+ financial reports — generated on demand from your live books. Auditor-ready, board-ready, exportable in any format.

Auditor-Ready
P&L STATEMENT
May 2026
Generated
Revenue1,284,500
Cost of Sales-384,200
Gross Profit900,300
Operating Expenses-542,800
EBITDA357,500
Net Income 287,800
Reports

Every Report Your Stakeholders Ask For

From statutory statements to custom analytics — all built from your live ledger, all in seconds.

P&L Statement

Multi-period P&L with comparatives, variance, and drill-down to source transactions in XYRA Books.

Balance Sheet

Live assets, liabilities, and equity with automatic reconciliation of receivables, payables, and inventory.

Cash Flow Statement

Operating, investing, and financing activities — direct or indirect method, ready for audit.

Trial Balance & GL

Trial balance, general ledger, and journal export at any granularity. Filter by date, account, or entity.

Audit Pack

Generate an auditor-ready zip with statements, GL, AR/AP aging, and supporting documents.

Scheduled Reports

Auto-email monthly, quarterly, and YTD reports to leadership, board, and auditors automatically.

Workflow

From Books to Boardroom in Minutes

Reports that build themselves — accurate, exportable, and always reconciled.

1

Pick Report

Choose from 50+ pre-built financial reports or create a custom one with the visual builder.

2

Set Period

Filter by month, quarter, year, or any custom date range with comparatives at one click.

3

Generate

Report renders instantly with charts, drill-downs, and supporting transaction lists.

4

Share or Schedule

Export to PDF, Excel, or CSV — or schedule auto-delivery to leadership and auditors.

Report Library 50+ Templates
P&L StatementMonthly
Balance SheetPeriod-end
Cash Flow StatementPeriod
Trial BalanceAny Date
AR / AP AgingReal-time
50+
Templates
PDF/XLSX/CSV
Formats
Custom
Books-Native Reporting

Numbers That Always Match Your Ledger

Every report renders directly off XYRA Books journal entries. P&L matches GL. Balance sheet ties to subledgers. No reconciliation gaps, no audit surprises.

  • 50+ pre-built statutory and management reports
  • Custom report builder with saved templates
  • Scheduled email delivery to stakeholders
  • One-click auditor-ready pack with full GL exports

Stop Building Reports by Hand

Every financial report your board, auditor, or investor needs — generated live from your books, exportable in seconds.