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Reporting

What you own and owe, live.

In short

The live balance sheet and trial balance in SwiftBooks Pro give you an up-to-the-minute view of what your business owns and owes, and confirm your books balance — so your accounts are ready for review or year-end at any time.

What you can do

Your financial position, current.

The reports your accountant relies on, always up to date.

🏛️

Live balance sheet

See assets, liabilities and equity exactly as they stand now.

⚖️

Trial balance

Confirm debits equal credits across your whole ledger.

🔄

Always current

Both update continuously as you post transactions.

Why it matters

Year-end ready, all year round.

📒

Know your position

Understand what you own and owe at a glance.

📅

Review-ready

Hand clean, current accounts to your accountant any time.

✅

Trust the numbers

A balanced trial balance means your accounts add up.

FAQ

Common questions

What is on the balance sheet?

The balance sheet shows your assets, liabilities and equity — what the business owns and owes at a point in time.

What is a trial balance?

A trial balance lists every ledger account's balance and confirms that total debits equal total credits.

Are these reports real-time?

Yes. Both the balance sheet and trial balance update as transactions are posted.

Are they ready for my accountant?

Yes. Because they're always current, you can share review-ready accounts at any time.

Always review-ready

A true picture, whenever you need it.

Waiting until year-end to know your position is risky. SwiftBooks Pro keeps your balance sheet and trial balance current.