Financial Reporting Software — Live P&L & More

Financial reporting software with the books already done

A report is only as current as the books behind it. Because HelloBooks keeps your ledger continuously reconciled, your P&L, balance sheet, and cash flow are accurate in real time — with AI analysis on every report and drill-down to the source transaction.

Free Plan with 2,500 AI credits to get started — no credit card.

Reports that are always current, not month-end snapshots

Most reporting tools depend on you closing the books first. HelloBooks closes continuously — the AI bookkeeper categorizes and reconciles as transactions arrive — so the statements you open are live, not a stale export from last month.

Every standard statement is there, plus AI analysis and a comparative view that explains what changed and why, with one click to drill into the underlying transactions.

Real-time profit & loss, balance sheet, and cash flow statements
AR and AP aging, trial balance, and general ledger detail
AI analysis and comparative view on every report
Drill-down from any line straight to the source transactions
Multi-entity consolidation for groups and holding structures
Export to PDF and spreadsheet, or share a live link with your accountant

HelloBooks financial reports screen listing profit and loss, balance sheet, cash flow and other statements, always current — Every statement, always current — the AI bookkeeper closes continuously, so reports are live, not a stale month-end export.

Built for the people who read the numbers

Founders watch burn and runway. Finance teams track budget versus actual. Accountants need a clean trial balance and audit trail. HelloBooks serves all three from the same live ledger, so nobody is reconciling two versions of the truth.

Because the reports are tied to source data, the conversation moves from "is this number right?" to "what do we do about it?"

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”

Small business · US

“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”

Accounting practice · US

“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”

Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

Frequently asked questions

Which financial reports does HelloBooks produce?

Profit & loss, balance sheet, cash flow, trial balance, general ledger, and AR/AP aging — all in real time, with AI analysis and comparative views, and drill-down to source transactions.

Are the reports really real-time?

Yes. The AI bookkeeper categorizes and reconciles continuously, so your statements reflect the latest transactions rather than waiting for a manual month-end close.

Can I consolidate multiple entities?

Yes. Multi-entity consolidation is available on Pro, so you can produce consolidated financials across a parent and its subsidiaries.

Can I export or share reports with my accountant?

Yes. Export any report to PDF or spreadsheet, or give your accountant a free reviewer seat so they read the live statements directly in the same books.

Is financial reporting included for free?

Yes. Full reporting is included on the permanent Free Plan with no credit card. AI analysis on reports uses your AI credits.

See it in action