How it works
From your trial balance to a decision you can act on.
There is nothing to install and nothing for your team to re-key. Reportive works from the files your accounting system already produces, and gives them back to you as reporting you can use.
Book a walkthroughThe whole idea, in one picture
Same figures. One of them you can use.
Click either one to see it larger. Figures are from a sample company.
The process
Five steps. Four of them happen once.
Your data, exactly as it comes out
Trial balance, sales ledger and stock file, straight from your accounting software. Exports are enough to begin. Where a direct connection is possible we set it up, so the refresh stops depending on anyone remembering to send a file.
Your accounts, not a translation of them
Every primary account is carried across exactly as your books hold it. Sub-accounts are never moved, split or reclassified into another line. That is the rule the whole model is built on, and it is why every figure on every screen ties back to the trial balance your accountant signed off.
Budget, targets and the way you are organised
Your budget, your targets, your locations, your product groups, your cost centres. This is the step where reporting stops being generic and starts describing your business rather than a business like yours.
The month, explained in writing
Refreshed dashboards in your own portal, with a written analysis of what moved, why it moved and what is worth doing about it. Not a data dump with an invitation to interpret it yourself.
It keeps running, and it keeps changing
Financial reporting refreshes monthly. Sales can refresh daily wherever your systems can feed them, which is what the sales team works from. When a new question comes up often enough, it becomes a new screen.
Practicalities
What it asks of you, and what it does not.
Three files and one conversation
Trial balance, sales data and, where stock matters, the stock file. Then an hour to understand how you read your own business and what you already track.
Your accountant and your software
Reportive does not replace either. Your accountant keeps the books and files the accounts. We read what comes out and turn it into management reporting.
Access decided per person
Reporting reaches your own portal, behind a login. An owner can see everything while a sales manager sees only sales. Files are served through a protected gateway rather than public links.
Understand the past. Command the present. Shape the future.
Send one month of data. See your own business in the dashboards.
A trial balance and one month of sales is enough to build a working preview.