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Financial Reporting

Reports that actually tell you something

Stop waiting for your accountant to send you a PDF once a quarter. Note.now generates your P&L, balance sheet, and cash flow report in seconds - live, accurate, always up to date.

Reports that actually tell you something

Every report your business needs

All generated from the same source of truth - your general ledger. No manual exports, no re-keying data. See your live business dashboard →

Financial reporting features overview

Profit & Loss

See exactly what your business earned and spent over any period. Filter by date range, category, or project.

Balance Sheet

A snapshot of your assets, liabilities, and equity at any point in time. Always accurate, always reconciled.

Cash Flow Statement

Know exactly how cash moved through your business - operating, investing, and financing activities broken out clearly.

Accounts Receivable Ageing

See which invoices are outstanding and for how long. Spot overdue clients at a glance and act fast.

Accounts Payable Ageing

Know what you owe and when it's due so you never miss a payment or damage a supplier relationship.

Trial Balance

A full summary of all general ledger accounts - the go-to report for your accountant at year end.

Financial reporting workflow

Share & export

Share live report link

Accountant sees real-time data, always current

Export to PDF

Branded, formatted PDF in one click

Export to Excel / CSV

Full data dump for custom analysis

Schedule email delivery

Auto-send monthly P&L to your inbox

Built for collaboration

Share your financials with your accountant in seconds

No more emailing spreadsheets back and forth. Invite your accountant for free and they get live access to every report - directly from your books.

Need to share externally? Export any report to PDF with your business logo in a single click, or send a live link that always reflects the latest numbers.

  • Accountant access free on every paid plan
  • Role-based permissions - control what they can see
  • PDF export with your branding
  • Schedule automated monthly report emails

Know your numbers in real time

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