Financial Reports & Statements SoftwareEvery Report You Need
Generate P&L statements, balance sheets, cash flow reports, aging analysis, and custom MIS reports from your live accounting data. Schedule automated delivery and compare across periods.
8 Core Capabilities
Complete Financial Reporting Suite
From standard financial statements to custom MIS reports — get the insights you need to make better decisions
Profit & Loss Statement
Generate accurate P&L statements with revenue, cost of goods sold, operating expenses, and net profit breakdowns. Filter by date range, cost centre, branch, or project. Compare across periods to spot trends and track profitability over time.
Balance Sheet
View your financial position with a detailed balance sheet showing assets, liabilities, and equity. Drill down from summary to individual ledger entries. Generate horizontal or vertical format with schedules for audit submissions.
Trial Balance
Generate trial balance reports with opening balances, period transactions, and closing balances. View ledger-level or group-level summaries. Instantly identify discrepancies with built-in debit-credit validation and variance highlighting.
Cash Flow Statement
Track cash inflows and outflows across operating, investing, and financing activities. Fininvo auto-classifies transactions using your chart of accounts mapping. Generate cash flow statements in direct or indirect method as per Ind AS or IFRS.
Aging Reports (AR/AP)
Monitor overdue receivables and payables with detailed aging analysis. Break down outstanding amounts by 0-30, 31-60, 61-90, and 90+ day buckets. Identify slow-paying customers, prioritise collections, and manage vendor payment schedules effectively.
Custom Reports
Build any report you need with the drag-and-drop custom report builder. Select data fields, apply filters, choose grouping and sorting, and save templates for reuse. Export to PDF, Excel, or CSV. Share reports with team members via scheduled email delivery.
Comparative Analysis
Compare financial performance across months, quarters, or years side by side. View percentage changes, growth trends, and variance analysis. Compare actuals vs budgets or forecasts to track performance against targets and identify areas needing attention.
Report Scheduling
Schedule any report to run automatically on a daily, weekly, or monthly basis. Reports are generated and emailed to selected recipients as PDF or Excel attachments. Never miss a deadline — set up MIS reports, management dashboards, and compliance filings on autopilot.
Standard Financial Statements
Generate all the financial statements your business needs — Profit & Loss, Balance Sheet, Trial Balance, and Cash Flow Statement — in just a few clicks. Fininvo pulls data directly from your general ledger, so reports are always accurate and up to date. Filter by date range, branch, cost centre, or project. Export in audit-ready formats for CA submissions and statutory filings.
Custom Report Builder
Go beyond standard reports with the Fininvo custom report builder. Select any combination of data fields from across modules — sales, purchases, inventory, accounting, HR — and build the exact report you need. Apply filters, grouping, sorting, and calculated columns. Save report templates and share them with your team for consistent MIS reporting.
Scheduled & Automated Reports
Set up any report to run automatically and be delivered to the right people at the right time. Schedule daily sales summaries for your sales head, weekly cash flow reports for your CFO, or monthly P&L statements for your board. Fininvo generates the report on schedule and emails it as an attachment — no manual effort required.
Works Great With
Related Features
Accounting & Finance
General ledger, journal entries, and chart of accounts
Learn moreAnalytics & Dashboards
Real-time business intelligence and visual dashboards
Learn moreTax & Compliance
GST returns, TDS, and multi-country tax management
Learn moreBanking & Reconciliation
Bank feeds, auto-matching, and cash flow tracking
Learn moreFAQ
Frequently Asked Questions
Fininvo includes all standard financial reports — Profit & Loss Statement, Balance Sheet, Trial Balance, Cash Flow Statement, Accounts Receivable and Payable Aging, General Ledger, Day Book, and Bank Reconciliation Statement. You can also build unlimited custom reports using the report builder.
Ready to Get Better Financial Visibility?
Join businesses that rely on Fininvo for accurate, on-demand financial reports. Generate statements, build custom reports, and automate delivery to your team.
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