Financial Reporting in Invoicely: 12 Professional Report Types
Access comprehensive business insights with Invoicely's professional reporting suite featuring 12 essential report types for complete financial analysis - completely free forever.
Complete Reporting Suite
12 Report Types
Comprehensive coverage
Real-time Data
Live financial insights
Interactive Charts
Visual analytics
Export Options
PDF, CSV, Excel
Essential Financial Reports
1. Profit & Loss Statement
Comprehensive income statement showing revenue, expenses, and net profit over any period.
- • Revenue breakdown by category
- • Expense analysis with chart of accounts
- • Gross profit and net income calculations
- • Period comparisons and trends
2. Cash Flow Analysis
Track money movement with detailed cash inflows and outflows analysis.
- • Operating cash flow from operations
- • Income transactions and paid invoices
- • Expense payments and purchase orders
- • Net cash flow calculations
3. Expense Analysis Report
Detailed expense breakdown including both direct expenses and purchase orders.
- • Expense categorization by chart accounts
- • Vendor spending analysis
- • Purchase order integration
- • Tax deduction summaries
4. Revenue Report
Complete revenue analysis combining invoices and income transactions.
- • Paid invoice revenue tracking
- • Income transaction analysis
- • Revenue category breakdowns
- • Client revenue analysis
5. GST/Tax Reporting
Comprehensive tax reporting for GST, VAT, and sales tax compliance.
- • Tax collected on sales
- • Tax paid on purchases
- • Net tax liability calculations
- • Period-based tax summaries
6. Accounts Receivable Aging
Track outstanding invoices and client payment patterns with aging analysis.
- • Current, 30, 60, 90+ day aging
- • Client payment risk assessment
- • Outstanding invoice summaries
- • Collection priority recommendations
Advanced Business Reports
7. Quote Conversion Analysis
Analyze sales performance with quote-to-invoice conversion tracking.
- • Conversion rate calculations
- • Average quote values
- • Time-to-conversion analysis
- • Client conversion patterns
8. Tax Deduction Summary
Comprehensive tax deduction tracking for both expenses and purchase orders.
- • Deductible expense categorization
- • Purchase order deductions
- • Annual deduction summaries
- • Tax preparation assistance
9. Product Performance Analysis
Track product sales performance across invoices and quotes.
- • Product revenue analysis
- • Quantity sold tracking
- • Product profitability metrics
- • Top-performing products
10. Purchase Order Performance
Monitor procurement efficiency and supplier performance metrics.
- • PO approval rates and timelines
- • Supplier response time analysis
- • Delivery performance tracking
- • Cost analysis by supplier
11. Bank Reconciliation
Automated transaction matching between your records and bank statements.
- • Matched transaction summaries
- • Unmatched item identification
- • Discrepancy analysis
- • Reconciliation statistics
12. Chart of Accounts Report
Complete chart of accounts with real-time balances and category links.
- • Account balance calculations
- • Category linking visualization
- • Transaction count by account
- • Account utilization analysis
How to Access Reports in Invoicely
- Navigate to Reports: Click "Reports" in the sidebar menu
- Select Report Type: Choose from the 12 available report categories
- Set Date Range: Define the reporting period (daily, monthly, quarterly, yearly)
- Apply Filters: Filter by client, category, vendor, or other criteria
- Generate Report: Click "Generate Report" to create your analysis
- Export Options: Download as PDF, CSV, or Excel for external use
Real-time Data
All reports use real-time data from your transactions, ensuring accuracy and up-to-date insights.
Ready to Unlock Business Insights?
Start using Invoicely's comprehensive reporting suite with 12 professional report types today.