Skip to main content
All Features

Know Your Numbers

Financial Reports

See the figures, open what is behind them, and share a clean report.

A report is useful when you can trust what is in it. CheckSmith builds Profit & Loss and Balance Sheet reports from the current ledger and lets you open the entries behind a figure.

Filter by date range, drill into any figure to see the entries behind it, and export to CSV or PDF when your accountant or bank needs a copy.

How It Works

  1. Open A Report

    Profit & Loss and Balance Sheet generate from the live ledger — no closing process, no waiting.

  2. Filter And Drill In

    Narrow to any date range and click any figure to see the individual entries that add up to it.

  3. Export And Share

    One click produces a CSV or PDF you can hand to an accountant, a lender, or a partner.

What You Get