Advance Reporting
Advanced Reports. Improved bookkeeping.
Our AI-powered software gives you complete visibility into your financial data. With our customizable reports, you get a clear overview for a high-level of agile decision-making. You get all you need in one easy-to-use platform that helps you to make smarter, data-driven decisions.
Salaries and Wages was the largest expense category at 7.6K in the month of Oct 2024, followed by Hotel at 793.65.
Why Opt for Advanced Reporting with HelloBooks?
Individual and consolidated perspectives
Access both high-level overviews and detailed reports to gain a complete financial picture.
Real-time and customizable Insights
Generate reports on the fly with custom filters and dimensions for timely decision-making.
Get a clear overview, always up-to-date
Our dashboards provide a continuously updated snapshot of your financial health.
Collaboration with the team and accountants
Share reports and insights seamlessly with your team members and financial advisors.
What Sets Our Reporting Engine Apart?
Our engine is built for speed, accuracy, and ease of use, giving you powerful insights without the complexity. Here's a greater look at our features:
Dynamic Report Builder
Effortlessly create custom reports tailored to your specific needs. Our intuitive builder allows you to drag and drop dimensions and metrics, giving you full control over your data presentation.
Quick Overview of visual analytics
Visualize your financial data with our rich library of charts and graphs. From cash flow trends to expense breakdowns, our visual analytics make complex data easy to understand.
Time-based Perspective
Analyze your performance over any time period. Compare monthly, quarterly, or yearly data to track progress and identify long-term trends, all with a few clicks.
Increase Accuracy with AI-Powered Workflow
Our 3-step process ensures your financial reporting is always accurate, insightful, and actionable.
Choose What Metrics
Select from a wide range of KPIs and financial metrics to build reports that matter to your business.
Customize Your View
Tailor your dashboard to display the information you need most, with customizable widgets and layouts.
Review an Improve, Plan
Use insights from your reports to refine your strategy, optimize spending, and plan for future growth.
Who Does HelloBooks Benefit Most?
Our platform empowers entrepreneurs, small business owners, and freelancers to manage their finances with confidence. Accountants and bookkeepers can leverage our platform to streamline their workflow, reduce manual data entry, and offer more value to their clients. With HelloBooks.ai, everyone can achieve financial clarity and peace of mind.
Use advanced reporting instead of static spreadsheets.
Our advanced reporting transforms your data into dynamic insights. Move beyond the limitations of static spreadsheets and embrace a real-time, interactive view of your finances. This helps you to identify trends, forecast with greater accuracy, and make strategic decisions with confidence.
With our system, you can drill down into the details of your reports, apply filters on the fly, and visualize your data in ways that spreadsheets simply can't match. Experience a new level of analytical power and stay ahead of the competition.
