Ten built-in reports pull straight from your invoices, expenses, and items. See what you have collected, what is outstanding, what a job actually made, and what tax you owe, without exporting anything to a spreadsheet.
Start FREE TrialThe data is already in Billbooks, every invoice sent, payment collected, expense logged, and item sold. Reports turn it into the views you actually check, updated the moment anything changes, so you never export and re-add columns by hand again.
Filter by date, client, or status, then export
Narrow any report to the period or client you care about, and take it out as a file for your accountant when you need to.
Do reports update automatically?
Yes, every report reflects your latest invoices, payments, and expenses the moment they change.
Can I filter a report by date or client?
Yes, narrow any report to a period, client, or status before you read or export it.
Can I export a report for my accountant?
Yes, take any report out as a file to hand off at tax time.
Is reporting included in the plan?
Yes, all ten reports are included at the one flat price.
A little kit of calculators and generators, on the house.
30-day free trial. No credit card required.
Start FREE TrialDraws on Invoicing, Expenses and Items, and Clients for the numbers behind every report. Or try the free invoice generator first.