Reports that come from your books, not a spreadsheet
Every invoice, expense, bill, and payroll run posts to your ledger as it happens — so your statements are ready when you need them, not after a week of catching up.
14-day free trial · No credit card required
The financial statements your accountant asks for
Standard statements generated from your live ledger, for any period you choose. Open them when a bank, an investor, or your accountant asks — no closing ritual first.
- Profit & loss
- Balance sheet
- Cash flow
- Trial balance
- Account transactions, line by line
Business reports for running the place
Alongside the formal statements, reports built for decisions rather than filings.
- Sales — what you invoiced, and when
- Expenses — where the money went, by category
- Clients — who actually generates your revenue
- Sales funnel — pipeline value and how deals are moving
A summary that arrives without being asked
Turn on the email digest and Staks sends you a weekly or monthly summary of revenue, expenses, and net profit for the completed period. It is the five-minute check-in that stops a bad quarter from being a surprise in month three.
- Weekly or monthly cadence
- Revenue, expenses, and profit for the closed period
- Delivered by email — no dashboard to remember to open
Compare periods, not just totals
A number on its own says little. Reports show the period you picked against the one before it, so you can see whether this month is genuinely better or just busier.
One currency for reporting, many for trading
Invoice in AED, buy in USD, hold costs in LBP — reports convert everything into your primary currency using the rate on each transaction date. The statement reads in one currency without pretending the underlying business only used one.
Included from Growth
Reports and financial statements are part of the Growth plan at $49 per month, together with the full accounting suite, bills, and inventory. Annual billing gives you two months free.
Questions
- Do I need to close my books before running a report?
- No. Documents post to the ledger as you create them, so a profit & loss for this month is available in the middle of this month. Nothing has to be batched or approved first.
- Can I export reports for my accountant or a bank?
- Yes — reports can be printed or saved as PDF, and account transactions give the line-level detail an accountant will want to trace a figure back to its source document.
- Why does my weekly digest not match what I see on screen?
- The digest always covers the last completed week or month, while the app usually shows a period-to-date range. Same data, different window.
- Which plan includes reports?
- Growth and Scale. Starter covers invoicing, expenses, CRM, and documents; reports and the accounting suite start at Growth.
Run your business on one system
Invoicing, expenses, accounting, and the Agent — from $19/month, with a 14-day free trial.
Get started →