Reports
Generate a snapshot, or let one land in an inbox on schedule.
Revenue recognition
Recognized vs deferred revenue, by period.
updated Jul 12
Tax summary
Collected tax by jurisdiction, ready to file.
updated Jul 10
Aged receivables
What's owed, bucketed by how late it is.
updated Jul 12
Payout reconciliation
Processor payouts matched to invoices.
updated Jul 11
Balance sheet export
MRR, deferred revenue and cash, monthly.
updated Jul 01
Dunning report
Failed payments and recovery outcomes.
updated Jul 09
Scheduled reports
- finance@acme.co
Monthly revenue recognition
1st of month · 09:00
- ap@acme.co
Weekly aged receivables
Mondays · 08:00
- tax@acme.co
Quarterly tax summary
End of quarter