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Accounting for TradersMay 2026 · 4 min read

Accounting & reports: the complete picture 🧾

Accounting & reports: the complete picture

The financial backbone is now complete. Record payments (made & received) with a shared allocations table, log expenses & refunds and transfers, manage banking — and read it all back in a full reports suite, every one exportable to Excel.

  • Balance Sheet · Profit & Loss · Cash Flow · Trial Balance
  • General Ledger · Contact Ledger · Account Transactions
  • Customer & Vendor Balance Summaries

Every source document auto-posts to the ledger, so your reports are always live.

Accounting & reports: the complete picture

Payments with a shared allocations table

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