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. Pair it with business insights and financial planning to act on what you find.
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 →
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.
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
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. Check our accounting glossary if you need to understand any report terms.
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