Capability
Summaries and exports without rebuilding the year.
Because entries are classified and supported as you go, a period summary or structured export is a selection, not a reconstruction project.
What you can do
- Generate summaries by period, client, property, or revenue stream
- Produce structured exports of organized records
- Include supporting documents with an export
- Keep a record of what was exported and when
A freelancer produces a clean quarterly summary in minutes when a lender asks for organized records.
Period summaryReady
Client breakdownAvailable
Export formatStructured
Export historyRecorded
Related capabilities
Accountant Collaboration
Give an accountant or bookkeeper organized access to the records they need without relying on scattered email threads.
Open capability →Financial Command Center
See income, expenses, invoices, records, tax preparation, and upcoming responsibilities in one operational view.
Open capability →Income and Expenses
Organize business activity, attach supporting records, identify items requiring review, and prepare cleaner financial information.
Open capability →