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Standard financial reports
Trial balance, revenue/expenditure summaries, fund balance reports, statement of activities. All the reports your fiscal officer runs every month, available on demand.
Board packets, ACFR outputs, budget-to-actual variance reports, and custom analytics built from your live data, not exported and rebuilt.
Reporting & Analytics is the layer where the data your team works in every day becomes the documents your board, auditors, and stakeholders need. No re-keying, no export-to-Excel-to-rebuild cycles.
Trial balance, revenue/expenditure summaries, fund balance reports, statement of activities. All the reports your fiscal officer runs every month, available on demand.
| Trial balance | On demand |
| Revenue / expenditure | On demand |
| Fund balance | On demand |
| Statement of activities | On demand ✓ |
Build the reports your board has been asking for without IT involvement. Drag-and-drop fields, filters, and grouping.
Assemble board packets with cover page, financials, and supplementary schedules. The same packet every meeting, refreshed with current data.
Schedules and supporting detail formatted for your annual financial report. The conversion from trial balance to ACFR happens in hours, not weeks.
Export to Excel, PDF, CSV, or direct email distribution. Scheduled exports for recurring distributions.
| Excel · PDF · CSV | Supported |
| Email distribution | Direct |
| Recurring exports | Scheduled |
| Next run | Monday 7:00 AM ✓ |
Schedule recurring reports to run automatically. Build ad-hoc reports for one-off questions without waiting for the next reporting cycle.
| Monthly board packet | Automatic |
| Weekly cash position | Automatic |
| Ad-hoc question | Build anytime |
| Reporting cycle | No waiting ✓ |
Your council member emails you mid-week asking about Public Works spending year-to-date. You ask the system, get the number, send the answer back — no report build required.
Ask a question about your financial data and get an answer — budget vs. actual for Recreation, vendor payment history, fund balance trends — without building a report from scratch.
Upload a contract and the system pulls key fields — dates, amounts, vendor, terms — and generates a plain-English summary.