50+ reports · real time · accountant-ready

Financial Reporting Software With 50+ Reports Built In

ProfitBooks financial reporting software gives you 50+ reports built from the same books: Balance Sheet, Profit and Loss, Trial Balance, ledgers, sales, receivables aging, expenses, inventory, payroll and GST. Reports update the moment a transaction is saved, so you and your accountant always work from the same current numbers.

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★★★★★ 4.5/5 on Capterra1,00,000+ businesses worldwideWorks across India, UAE, UK, US, Australia, Singapore, Malaysia and more
📊53 reportsIn eight groups
⚡Real timeUpdated on every save
🤝Accountant-readySame numbers, live

Reports for every part of the business

Financial reporting

Answers, not spreadsheets.

The reports owners check daily and the ones accountants need at year-end.

Financial statements

Balance Sheet, Profit and Loss and Trial Balance, always current

Your statements build themselves from every invoice, bill and journal. Choose horizontal or vertical formats, any date range, and drill from a total into the transactions behind it.

  • Horizontal and vertical formats
  • Any date range
  • Drill down to transactions
See business accounting →
Sales & receivables

Know what you sold and who still owes you

Sales Register and Invoice Report show what sold; Receivable Aging and Outstanding Receipts show who's late and by how long; Customer Statements go out in a click.

  • Receivable Aging by bucket
  • Outstanding Receipts
  • Customer Statement
See receivables and payables →
Inventory & operations

Stock, valuation and pending orders

See stock by product and by store, items below reorder level, wastage, pending orders and delivery challans, and the value of your inventory on any date.

  • Inventory Valuation
  • Store Wise Stock and Low Stock
  • Pending orders and delivery challans
See inventory management →
Share

Your accountant sees the same numbers, live

Export reports to PDF or spreadsheet, or invite your accountant or auditor to open them in the cloud. Recent Activities shows who changed what, so reviews are quick.

  • Export to PDF or spreadsheet
  • Invite your accountant or auditor
  • Recent Activities log
ProfitBooks for accountants →
Report library

Every report, organised the way you think.

53 reports across financials, sales, transactions, expenses, inventory, payroll and GST.

Financial Reports8

  • Balance SheetAssets, liabilities and equity
  • Balance Sheet (Vertical)The same, in vertical format
  • Profit and LossRevenue minus expenses
  • Profit and Loss (Vertical)The same, in vertical format
  • Trial BalanceDebits equal credits
  • TaxationTax account transactions
  • Tax Summary ReportSummary by tax type
  • VAT Summary ReportVAT collection report

Sales Reports8

  • Sales RegisterAll sales invoices
  • Invoice ReportDetailed invoice analysis
  • Invoice SettlementPayments against invoices
  • Outstanding ReceiptsUnpaid customer invoices
  • Receivable AgingOverdue invoices by age
  • Customer SummaryAll customer balances
  • Pending Service NoteService notes pending invoicing
  • Customer StatementAccount statement for a customer

Transaction Reports9

  • LedgerHistory for any account
  • Day BookAll transactions for a date
  • Cash BookCash account transactions
  • Bank BookBank account transactions
  • Bank ReconciliationReconciliation reports by account
  • Journal VoucherJournal voucher entries
  • Credit NotesGST credit note register
  • Debit NotesGST debit note register
  • Transaction ReportSearch all transactions

Expense Reports8

  • Expenses SummaryAll expenses overview
  • Outstanding ExpensesUnpaid expense bills
  • Purchase SummaryAll purchase bills
  • Purchase SettlementsPayments against purchases
  • Outstanding Purchase BillsUnpaid vendor bills
  • Vendor SummaryAll vendor balances
  • Vendor TransactionsTransaction history by vendor
  • Vendor StatementAccount statement for a vendor

Inventory Reports11

  • Product CatalogAll products
  • Product Wise StockCurrent stock by product
  • Store Wise StockStock by location
  • Stock SummaryStock movement summary
  • Stock WastageDamaged or wasted stock
  • Low StockItems below reorder level
  • Member Wise Pending OrderPending orders by customer
  • Product Wise Pending OrderPending orders by product
  • Pending Delivery ChallanOrders awaiting delivery
  • Product StatementDetailed product transactions
  • Inventory ValuationStock value report

Payroll Reports3

  • Payment AdviceSalary payment summary
  • Breakup by EmployeeSalary components breakdown
  • Breakup for EmployeeIndividual employee salary

GST Returns (India)2

  • GSTR-1Outward supplies, JSON and Excel
  • GSTR-3BMonthly summary return

Other Reports4

  • Gain or Loss ReportCurrency fluctuation
  • Custom Field ReportReports by custom fields
  • Recent ActivitiesUser activity log
  • Outstanding ReimbursementsPending employee claims

See reporting in ProfitBooks

See the reports update as invoices, bills and payments are recorded.

ProfitBooksReceivables & payables, explained 2-min demo Watch on YouTube ↗
Try ProfitBooks For Free →

Reports are just the beginning.

Every report comes from the same books you invoice, buy and bank in.

View all the features →

Your success is our success.

We only win when you do. From the day you sign up, real people and practical resources are on your side.

Real peoplenot bots 3 languagesin-app chat Mon–Fri5 days a week

Start free. Upgrade when you grow.

Every new account starts with a free 15-day SMB Pro trial, then moves to the free Startup plan unless you upgrade.

Startup

For trying it out or very small volumes

₹0forever
Start free
  • 1 user
  • 10 invoices a month
  • 10 journal vouchers a month
  • Basic financial reports
  • 1 warehouse

Essential

For solopreneurs filing GST

₹2,499per year
Start free trial
  • 1 user
  • 1,000 invoices a year
  • GSTR-1 and GSTR-3B
  • Invoice reminders and signature
  • WhatsApp integration add-on
Most popular

Growth

For growing teams and service firms

₹4,999per year
Start free trial
  • Everything in Essential, plus
  • 10 users
  • 5,000 invoices a year
  • Payroll and multi-currency
  • 3 warehouses

SMB Pro

For established businesses

₹7,500per year · or ₹750/month
Start free trial
  • Everything in Growth, plus
  • 25 users with custom roles
  • Unlimited invoices
  • Unlimited warehouses
  • Projects and auditor access

Prices exclude GST. Pay by card, net banking, American Express or PayPal. Compare every feature →

Financial reporting questions, answered

What reports does ProfitBooks offer?

ProfitBooks has 50+ built-in reports in six areas. Financial: Balance Sheet, P&L, Trial Balance and tax summaries. Sales: sales register, receivable aging and customer statements. Transactions: ledger, day book, cash and bank book and journal vouchers. Expenses: purchase and vendor reports. Inventory: stock, valuation and low stock. Payroll completes the set, plus gain/loss and custom field reports.

Can I see my Balance Sheet and Profit & Loss?

Yes. Your Balance Sheet, Profit & Loss and Trial Balance are generated automatically from your books, in both horizontal and vertical formats, and update in real time as you record transactions. No manual preparation is needed.

Are the reports real-time?

Yes. Every report reflects your latest data the moment you record a transaction. There's no rebuilding or waiting for month-end: open any report and you see current numbers.

Can I export reports or share them with my accountant?

Yes. You can export reports to PDF or spreadsheet in a click, or invite your accountant or auditor to log in and view reports directly in the cloud, with no emailing of files back and forth.

Can I filter reports and drill down into detail?

Yes. Reports can be filtered by date range, account, product and more, and you can drill straight through from a summary into the underlying transactions, so you always understand what's behind a number.

Does it include inventory and payroll reports too?

Yes. Beyond financial reports you get inventory reports (stock summary, product- and store-wise stock, low stock, wastage and inventory valuation) and payroll reports (payment advice and salary breakups by employee), so your whole business is covered.

Is ProfitBooks free?

ProfitBooks has a free Startup plan with no time limit for a single user, including core reports. Paid plans start from $9.95 per month when you need multiple users, inventory and advanced features. There are no per-report charges.

Is my data safe?

Yes. Your data is stored on secure cloud servers with encryption, automatic backups and role-based access control, so you decide who can see which reports. Your records stay safe even if a device is lost or damaged.

All your business reports, in one place.

53 reports, updated in real time and shared with your accountant in a click.

Try ProfitBooks For Free →
  • Balance Sheet & P&L
  • Sales & receivables
  • Expenses & vendors
  • Inventory & payroll
  • GSTR-1 & GSTR-3B