Reporting and analytics
Know where every invoice, payment and VAT figure stands
A catalogue of operational, finance and VAT reports built on the same documents you issue and record — with receivables and payables ageing, a dashboard, and exports to CSV and Excel for your own analysis.
- Receivables and payables ageing
- CSV and Excel exports
What reports does Invoice And Tax provide?
Invoice And Tax provides a catalogue of operational, finance and VAT reports, including accounts-receivable and accounts-payable ageing, together with a dashboard. Most reports can be exported to CSV and Excel (XLSX), and exports carry provenance so you know where the data came from.
Outcomes
What you get
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A report catalogue
Operational, finance and VAT reports in one place, organised by purpose.
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Ageing at a glance
Receivables and payables ageing show what is due, overdue and by how long.
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A dashboard
A summary view of documents, statuses and your VAT position.
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Exports with provenance
Export most reports to CSV and Excel, with a record of where the data came from.
How it works
One source for operations and tax
Reports read the same documents, settlements and tax ledger the rest of the platform uses. There is no separate data warehouse to reconcile: the receivables report, the VAT figures and the audit trail all describe the same records.
- Built on issued documents and settlements
- Consistent with the tax ledger
- Exports for your own analysis
By role
What it means for each role
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Finance team
See what is owed — both ways
Receivables and payables ageing make collection and payment priorities clear.
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Accountant
Figures that tie out
Reports and VAT figures come from the same ledger, so they reconcile.
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IT
Data in standard formats
CSV and Excel exports feed your own BI or spreadsheets without custom extracts.
Reporting questions
Can I export reports?
Yes. Most reports export to CSV and Excel (XLSX).
Is there accounts-receivable ageing?
Yes, and accounts-payable ageing too. See sales and receivables and purchases and payables.
Can I ask questions about my reports in plain language?
Optionally, through the read-only assistant, once an administrator enables it.