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MyBooks

Reports you can act on, not just file

Profit and loss, balance sheet, trial balance and cash flow, built from your own invoices, bills and payments. Open any of them for any period, and take it away as a PDF or a CSV.

What you get

The ones your accountant asks for

  • Profit and loss
  • Balance sheet
  • Trial balance
  • Cash flow
  • General ledger

The ones that tell you how trading is going

  • Sales by customer
  • Sales by item
  • Purchases by supplier
  • Stock on hand
  • Money owed to you, by age
  • Money you owe, by age

The ones the tax office wants

  • VAT return, laid out as NRS Form 002
  • Withholding tax due, grouped by authority
  • Tax liability
  • PAYE and payroll tax

Built from your records, not typed in again

Any period you like
A month, a quarter, a year, or two periods side by side to see what changed.
PDF or CSV
Every report downloads as a PDF to send, or a CSV to work on in a spreadsheet.
Figures you can trace
A number in a report comes from documents you can open. When your accountant queries a figure, you can show them where it came from.
Your own reports
Build a report with the columns and filters you want, save it, and run it again whenever you need it.

Your accountant can look for themselves

Add your accountant as a user and they get the ledger, the reports and the month-end tools, without you exporting anything or emailing a spreadsheet back and forth. There is no charge per user: each plan includes a number of them.

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See it on your own books

Book a demo and we will go through MyBooks with you, with your own figures, before you choose anything.