Reports

Every report is generated live from your journal entries — there's no "refresh the numbers" step, and nothing to rebuild at month-end.

Accounting → Balance Sheet — assets vs liabilities + equity, with the balanced tick at the bottom.

Financial statements — Accounting menu

• Trial Balance — every account's debit/credit balance, with a tick when the books balance (they always should — Ledgerly won't post an unbalanced entry).
• Profit & Loss — income and expenses for the period, down to net profit.
• Balance Sheet — assets vs liabilities + equity, with a balanced indicator.
• General Ledger — every posting, account by account, traceable to its source document.
• Journal Entries — the raw double-entry record, including manual journals you create yourself.
• Books Health — automated checks that scan your books for problems (out-of-balance entries, orphaned documents, suspicious postings) so issues surface before your accountant finds them.

Business reports — Reports menu

• Sales reports — revenue over time, by customer and by item.
• Expense reports — where the money goes, by category and vendor.
• Aging — receivables and payables bucketed by how overdue they are.
• Cash flow — money in vs money out across the period.
• Customer statements — a statement of account for any customer: invoices, credit notes, payments, running balance. Ready to send at month-end.
• Vendor statements — the same for suppliers.

Exporting

Reports export to Excel/CSV or PDF, and invoices generate PDFs with your branding. Your data is never locked in.