Create insightful financial reports to improve business performance and profitability

Stay on track with helpful financial insights from: invoice report, expense report, spending report, payments report and bad debt report. In addition, make strategic business plan using sales tax summary report, cash flow report, profit and loss report, balance sheet report and other accounting reports (journal, general ledger, trial balance, chart of accounts).

Best financial reporting software
Create reliable financial reports monthly & quarterly.
How to create a tax invoice

Weekdays, doing what you like.

How to create a basic invoice

Weekends, doing what you don’t like.

How to create a blank invoice

Month-end, paying for what you don’t like.

Find a local tax accountant

Year-end, paying even more for what you don’t like.

Financial reporting using Instabooks

How to create a simple invoice

Saving $7K on bookkeeping & earning $10K extra income.

How to create a sales invoice

Skipping the tax time.

Streamline financial reporting to increase profitability

Instabooks automates the financial reporting process. Instabooks enables you to gain financial insights in real time using simple voice commands. No accounting knowledge is needed.

1.

Transactions

Transactions are described in 1 sentence.

2.

Journal

Relevant accounts are debited and credited.

3.

Ledger

Relevant account balances are updated.

4.

Reports

Financial reports are auto generated.

Financial reporting best practices using Instabooks

Here are 5 simple and effective Financial reporting best practices for small businesses

Instant financial reports to monitor and measure business performance

Access and view your financial reports in real time. Analyse your business data to know the cash position, profitability, operating and financing activities of your business. Share financial statements with your accountant, financial advisor and potential lenders.

 

What are financial statements
how to calculate cash flow

Create cash flow reports

Instabooks makes it easy to know exactly where your cash is coming from and where it is going. Predict how much cash you will receive and how much cash you will need to put aside to pay for business expenses. Monitor your business cash flow reports regularly to remain cash flow positive.

Tax summary reports

Use Instabooks to automatically calculate your GST, VAT & sales tax. Access all the financial data you need to fill out your tax forms including your quarterly state and annual federal tax obligations.

What is a tax summary report
How to prepare an income statement

Produce updated profit and loss statements

Match your business revenue against the expenses to understand your bottom line, net income, profit or loss. Learn how efficient is your business. Pay close attention to the revenue and the direct costs associated with revenue to calculate gross profit. See all expenses and costs that impact your operating profit. Finally view how business taxes and interest determine your net profit. Simply, check all gross profit margin, operating profit margin, and net profit margin in one easy to understand report template.

Generate a balance sheet

The balance sheet is a picture of your accounts receivable and payable that’s worth a thousand words. Know how much is owed to your business and how much you owe to others. See who is paying on time, who’s late. Determine which customers need more collection efforts or have uncollectible invoices. Check how much cash you have at the bank and how much extra you need to make to pay for business expenses. Finally, determine what your business is really worth and make a business plan to increase that.

How to prepare a balance sheet

Easy financial reporting with Instabooks online financial reporting software

Here are 5 features of Instabooks online financial reporting software

Cost saving financial reporting software

Instabooks financial reporting software automates journal entry to report steps and saves you $7,000, in comparison with Xero, QuickBooks and Sage.

Time saving financial reporting software

Instabooks financial reporting software makes journal entry to report steps shorter and saves you 4 hours per week, in comparison with Wave accounting and FreshBooks. 

The most productive financial reporting software

Instabooks saves you 200 hrs / year on journal entry to report processes that equals to $10,000 of missed income, in comparison with Reckon, FreeAgent and Odoo.

The fastest financial reporting software

Instabooks records and reports each transaction in only 4 seconds. in comparison with Bill.com, Myob and Zoho.

The most accurate financial reporting software

In comparison with BQE Core and ZipBooks softwares that are only 50%-80% accurate in recording and reporting journal entry to report processes, Instabooks AI powered software is 100% accurate.

  • Cost saving
  • Time saving
  • Productivity
  • Speed
  • Accuracy

Cost saving financial reporting software

Instabooks financial reporting software automates journal entry to report steps and saves you $7,000, in comparison with Xero, QuickBooks and Sage.

Time saving financial reporting software

Instabooks financial reporting software makes journal entry to report steps shorter and saves you 4 hours per week, in comparison with Wave accounting and FreshBooks. 

The most productive financial reporting software

Instabooks saves you 200 hrs / year on journal entry to report processes that equals to $10,000 of missed income, in comparison with Reckon, FreeAgent and Odoo.

The fastest financial reporting software

Instabooks records and reports each transaction in only 4 seconds. in comparison with Bill.com, Myob and Zoho.

The most accurate financial reporting software

In comparison with BQE Core and ZipBooks softwares that are only 50%-80% accurate in recording and reporting journal entry to report processes, Instabooks AI powered software is 100% accurate.

Testimonials

Best invoice templates for startups

Leo

New business owner

Online financial reporting software
Instabooks online financial reporting software makes it easy to create sales tax summary reports, cash flow reports, profit and loss reports and balance sheet reports.

Best invoice templates for builders

Jim

Sole proprietor

Online financial reporting software
Instabooks online financial reporting software makes it easy to create sales tax summary reports, cash flow reports, profit and loss reports and balance sheet reports.

Best invoice templates for freelancers

Brad

Freelancer

Online financial reporting software
Instabooks online financial reporting software makes it easy to create sales tax summary reports, cash flow reports, profit and loss reports and balance sheet reports.

Best invoice templates for advisors

Marie

Self employed professional

Online financial reporting software
Instabooks online financial reporting software makes it easy to create sales tax summary reports, cash flow reports, profit and loss reports and balance sheet reports.

Choose the plan that fits your business

Limited-time offer!
1 Month Free + Get $20
1 Month Free Trialㅤㅤ

Launch

Perfect for freelancers
and start-ups
$20 /m
FREE /m

Growth

Great for sole traders
and sole proprietors
$40 /m
FREE /m

Success

Best for small businesses
and contractors
$60 /m
FREE /m

Launch

Perfect for freelancers
and start-ups
$20 /m
  • 30-day free trial*

Growth

Great for sole traders
and sole proprietors
$40 /m
  • 30-day free trial*

Success

Best for small businesses
and contractors
$60 /m
  • 30-day free trial*

Businesses interested in online financial reporting also checked

Check our accounting resources for tips about how to create financial reports

How to Make an Online Invoice

What Are The Main Financial Statements?

Learn what are the main financial statements.
Read about financial statements

How to send mobile invoice

How To Prepare An Accurate Balance Sheet?

Follow these steps to prepare a balance sheet.
Read about balance sheet

How to Create a Invoice Template

How to Prepare an Income Statement?

Learn how to prepare an income statement.
Read about income statement

Learn more about financial reports

Try Instabooks online financial reporting software for free

Use business tools and mobile applications to create financial reports

FAQ

sample text

sample text

sample text

sample text

Scroll to Top