📊

Financial Reports

Turn your transaction data into clear, decision-ready financials. Generate an Income Statement, Balance Sheet, Cash Flow analysis, and more - instantly, from live numbers.

Try It Free

The Reports Your Business Depends On

Sound strategy starts with accurate information. Kantivo produces the financial statements your CPA relies on, your lender requests, and your management team needs to steer the company.

All Plans

Income Statement (P&L)

Summarizes revenue against expenses to calculate net profit. Run comparative periods to measure growth or seasonal trends.

All Plans

Balance Sheet

A point-in-time view of what you own, what you owe, and owner equity. The statement lenders and investors review first.

All Plans

Trial Balance

Lists every account alongside its debit or credit balance. Serves as the starting point for statement preparation and audit work.

All Plans

General Ledger

The exhaustive detail behind every account - each transaction, in chronological order, with running balances.

Pro+

Cash Flow Statement

Traces the movement of cash through operating, investing, and financing activities over a selected period.

Pro+

Accounts Receivable Aging

Breaks down outstanding customer balances by age bracket so you can prioritize collection efforts early.

Pro+

Accounts Payable Aging

Shows vendor balances segmented by due date, giving you a clear picture of upcoming cash obligations.

Pro+

Custom Reports

Define your own filters, groupings, and columns to build reports tailored to the metrics you track.

Always Current

Every report draws from live ledger data the moment you generate it. Post a transaction and the financials reflect it immediately - no batch runs, no delays.

Flexible Date Ranges

Select any reporting period - current month, prior quarter, fiscal year-to-date, or a custom range. Layer in comparative columns to benchmark performance across periods.

Export Options

Download reports as PDF for distribution or Excel for deeper analysis. Deliver exactly the format your accountant, board, or bank requires.

Tax-Ready From Day One

Your Income Statement feeds directly into Schedule C figures. Your Balance Sheet substantiates asset and liability positions. When filing season begins, the numbers are already organized - no last-minute assembly required.

Clearer Financials, Better Decisions

Every report type is accessible during your free 30-day trial. Start today.

Start Free Trial See All Features