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Simple Financial Reports For Powerful Business Insights

FreshBooks makes it easy to know exactly how your business is performing. With our straightforward dashboard and reports, your success will never be a mystery. Plus, they’re detailed enough that your accountant will love you.

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Instantly See How Well Your Business is Performing

Staying in the black? Charging enough? Sometimes it can be a mystery where your business stands. Skip the stress and use FreshBooks’ insightful dashboards and reports. They’re full of valuable information to show you exactly what you need, at‑a‑glance.

Customer using FreshBooks financial reporting software to view their dashboard showing profit and loss graph and expenditures

Ready-made Financial Reports When You Need Them

Let FreshBooks crunch the numbers for you. From your Dashboard, you can conveniently access important reports (like profit and loss) and skip the math headaches. You’ll save time and make tax season stress-free.

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Ready-made Reports When You Need Them

Confidently Tackle Tax Time

Be confident when tax time rolls around. In FreshBooks, all your numbers are in one place – from the money you’ve collected to the taxes you’ve already paid and everything in between. Filing will be a walk in the park.

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Confidently Tackle Tax Time

Even More Dashboard + Reports to Keep You On Track

  • Color-coded breakdown of spending
  • Summary of most recent activity
  • Profit and Loss Report
  • Sales Tax Summary Report
  • Accounts Aging Report
  • Payments Collected Report
  • Expense Report
  • Invoice Details Report
  • Report filtering by client, team member, or date
  • Save, export or print financial reports for your accountant

See the other ways FreshBooks delivers powerful business insights

Did You Know…

Most small business owners say tax time is less stressful since they began using FreshBooks…

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Frequently Asked Questions

Can I generate a year-end business report in FreshBooks?

The Reports on your dashboard will give you easy access to all of the business reports available in FreshBooks.

Can FreshBooks generate financial reports?

From Profit & Loss to the Sales Tax Summary, FreshBooks gives you standard business reports to help you understand your business’ health. Better yet, you can even easily download the reports to share with your accountant.

Can FreshBooks generate accounting reports for Tax-time?

While FreshBooks doesn’t generate tax-time specific accounting reports, you can easily get all the information you need to file your small business taxes from the reports provided.

Can I generate a Profit & Loss report in FreshBooks?

Absolutely. FreshBooks makes it easy to keep a close eye on the bottom line with Profit & Loss Reports you can whip up in mere seconds. Plus, each account has a spiffy dashboard that neatly displays how much your business has spent vs. earned over your selected period of time.

Check out how ridiculously easy to use FreshBooks invoicing is, or learn more about FreshBooks.

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