—— Core module Included in every plan
Reports
P&L, balance sheet, cash flow, VAT, AR/AP aging, commissions, attendance, staff and client KPIs.
Read the manualVideo tour · in production
We're recording a fresh 30-second walkthrough of this module. It lands here the moment it renders.
What it does
Reports
Answer every "how are we doing?" in two clicks — with numbers you can defend to your accountant, your board or your bank.
- Finance reports
- Finance: P&L, balance sheet, cash flow, trial balance and general ledger
- Tax reports
- Tax: VAT return, AR/AP aging, period summaries and regulator-ready exports
- Operations reports
- Operations: appointments, utilization, rebook rate and no-show analysis
- People reports
- People: commissions, attendance, leave, timesheets and staff KPIs
- Client reports
- Clients: cohort retention, lifetime value and segment-level performance
- Inventory reports
- Inventory: valuation, movement, stock-vs-sales and low-stock forecasts
- Add-on reports
- Specialty reports per add-on — prescriptions, lab orders, medical records, resource utilization
- Date ranges & drill-down
- Custom date ranges, prior-period comparison and drill-down to the source transaction
- AI report summary
- AI-powered report summary on demand — a plain-English recap of what moved and why
- Export (Excel / CSV / PDF)
- Export every report to Excel, CSV or PDF
What it looks like
A live preview of the Reports module.
All Reports
Sales, appointments, and key business metrics
Performance
Sales, appointments, key metrics
Staff
Team performance, commissions
Clients
Acquisition, retention, engagement
Balance Sheet
Revenue, taxes, payment analysis
Trial Balance
Ending balance — DR must equal CR
Finance Overview
Revenue, expenses, cash, balances
Inventory
Stock levels, sales, supplier perf.
VAT Report
Tax by rate and category — file ready
Profit & Loss
Revenue minus costs, refunds, dis.
Works best with
Each module is designed to work with every other — here are the ones that pair most tightly.
Better together.
Accounting
Double-entry ledger, chart of accounts, journal, bills, bank reconciliation, fixed assets and audit log.
Sales & POS
Lightning-fast POS with tickets, recurring invoices, estimates, credit notes, gift cards, expenses and cash register.
Team & HR
Members, schedules, attendance, leave, timesheets, blocked times, pay runs and commissions.
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