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Reports

Your profit and loss, done for you.

A simple profit and loss report for small business, made from your real invoices, payments and expenses. No spreadsheets, no separate accounting login: pick the period, read it in a minute and export a CSV for your accountant.

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Free plan, no card needed. Or book a demo.

Overview

How the business is doing, on one page.

The Reports overview shows what you collected this month, what customers owe you, what you owe, and your operating profit for the year so far. Below it: cash collected over six months and your spending by category.

  • Collected this month, Receivables, Payables and Operating profit (YTD)
  • Operational P&L: collected, refunds, net revenue, expenses, profit
  • Cash collected over the last six months
Profit & loss

Profit and loss, from real data.

Switch between this month, this quarter, this year or year to date. You see revenue, expenses and net profit, with income broken down by where it came from and expenses by category.

  • Income by source: invoices, bookings, forms, pages, sales, subscriptions and payment links
  • Expenses by category
  • Period switcher: month, quarter, year or year to date
Aging

Who owes you, and who you owe, by age.

Receivables aging shows how long your unpaid invoices have been open. Payables aging does the same for bills and team reimbursements. The older the bucket, the sooner it needs a call.

  • Receivables aging from open invoice balances
  • Payables aging from open bills and reimbursements
  • Send a reminder from Receivables in one click
Tax summary & export

A running total of tax, and a CSV when you need it.

The tax summary is a quick reference for how much tax, like VAT, you've added to invoices. It's not a filing and not tax advice: talk to an accountant before you file. When they ask for the numbers, click Export CSV or Email report.

  • Tax collected on invoices, per period
  • Export CSV: raw data for your accountant
  • Email report: sent straight to your inbox
What comes next

Where your report gets its numbers.

You never enter anything twice: the report reads what already happened in startbuddi.

You run your business

  1. Payments come in

    Invoices, bookings, links and subscriptions.

    PaystackStripe

  2. Expenses go out

    Logged with receipts and categories.

    Expenses

  3. Profit & loss

    Revenue, expenses and net profit, by period.

    P&L

  4. Export CSV

    Or have the report emailed to you.

    CSV
Your accountant gets a clean CSV
Works with everything

Money talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

MoneyBuilt from invoices, payments and expenses you already have
SitesStore, page and form income shown by source
CRMReceivables tie back to each customer
MoneyOne record per client
PeopleTeam reimbursements counted in payables
WorkProfit per project lives next door in Profitability
Chip AIAsk Chip to explain a number in plain words
Chip AI

Ask Chip. It already knows your money.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include reports?

Reports are on every plan, including Free.

Start freeSee plans and prices
  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial

More in Money Manager

Money Manager Invoicing Get paid Subscriptions Estimates, proposals & contracts Expenses, bills & reimbursements Cash flow, budgets & profitability
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Start free See it for agencies

Questions about reports

Is this a proper accounting report?
It's a cash-basis profit and loss: income is what you actually collected, expenses are what you recorded. It's not statutory accounting and doesn't file tax, but it gives your accountant clean numbers.
Can I get a profit and loss automatically from invoices and expenses?
Yes. Reports are computed straight from your invoices, payments and expenses in startbuddi, so there's nothing extra to enter.
Can I export business income and expenses to CSV for my accountant?
Yes. Click Export CSV on the Reports page, or Email report to get it in your inbox.
Does it work with my accounting software?
Not yet. There's no sync with outside accounting tools; export a CSV and share it with your accountant instead.
Can I see the VAT I've collected in Nigeria?
Yes. The tax summary keeps a running total of the tax you've added to invoices. It's a reference figure, not tax advice.

Know your profit without a spreadsheet.

A live profit and loss from your real numbers, ready to export. Free to start.

Start free
Or book a demo and we'll set it up with you.