Each report, opened on its own.
Insights → Reports lets you open P&L, balance sheet, cash flow and ageing one at a time and export PDF on each. There is no one-click combined board pack or live web-link share in this login.
The reports you actually open.
Same screens your accountant would run, separately.
Open each report
P&L, balance sheet, cash flow and ageing live in Insights → Reports.
For any period
Set from/to dates on the report you have open.
Export PDF
On that report. Repeat if you need the next statement.
Professional reporting, no effort.
Run what you need
Open the statement the board asked for. No pack assembler.
Same numbers as the books
Reports read the live ledger — not a pretty export from a spreadsheet.
No combined generator
You still open each report.
Common questions
Is there a management accounts pack?
Not as a single file. Open P&L, balance sheet, cash flow and ageing separately in Insights → Reports.
Can I run reports monthly?
Yes. Pick the dates on each report. There is no scheduled pack email.
Can I export PDF?
Yes, on the report you have open. There is no live web-link share for a board pack.
Who are management accounts packs for?
They're for business owners, boards, lenders and accountants who need a clear, regular view of performance.
Each report, when you need it.
Open P&L, balance sheet, cash flow and ageing one at a time and export PDF on each. There is no combined pack generator in this login.