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Services / P&L and balance sheet

Your results, account by account, against budget and against last year.

The monthly picture your statutory accounts give you once a year, in the structure your own books already use.

Did we make money this month?Revenue, gross margin and pre-tax profit, cumulative and for the single month, both against plan.
Which line took it?Every expense account against its budget, so the variance has an account number and not just a feeling.
What does the balance sheet say?Equity, total assets, net debt and the cash cycle, tracked month by month rather than once a year.
Income and expense analysis against budget
Income and expenses, cumulativeEach primary account against budget and against the same period last year. Nothing is merged into a tidier line, which is why the totals match your trial balance exactly.

What is included

What you actually receive.

  • Monthly and cumulative P&L. Both views, because a good month inside a weak year is a different conversation from the reverse.
  • Budget execution. Actual against budget through the year, with the gap closing or widening visible at a glance.
  • Balance sheet at a glance. Equity, assets, net debt and the cash cycle, each against last year.
  • Expense structure. Where the cost base sits, by account, and how it moves as revenue moves.
  • Sales to pre-tax bridge. Every step from turnover down to pre-tax profit, shown as a waterfall.
  • PDF for the bank or the board. The same numbers in a printable pack when someone outside needs them.

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.

contact@reportive.io

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