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.

We are ISO Certified

ISO 27001 Certified
ISO 22301 Certified