Snapshot of assets, liabilities, and equity at a point in time.

Side-by-side comparison to the same period in the prior year or prior month.

Track net change in GL accounts and all incomings and outgoings of cash.

Revenue, expenses, and net income for a selected period.

Compare profits and losses for a selected period against the prior year.

All account debit and credit balances to verify the books are in balance.

Audit all transactions that contribute to a vendor's 1099 total. View income by vendor with full transaction breakdown.

Preview all vendor 1099 totals for the tax year — owner info and reportable amounts.

Units grouped by property showing occupancy status and current tenant info.

Unit #, tenant name & email, current rent, security deposit, lease dates, and occupancy %.

Market rent, actual rent, past due balance, deposit paid, lease dates, and occupancy %.

Full financial history for a tenant — unit info, deposits paid, all charges and payments.

Itemized outstanding charges by tenant — charge date, amount, description, and running balance.

All checks written — date, payee, account, memo, and amount.

Total amounts billed and paid grouped by vendor with outstanding balance.

All bills for a date range — vendor, date, amount, paid, and balance due.

Total amounts invoiced and collected grouped by client with outstanding balance.

All invoices for a date range — client, date, amount, paid, and balance due.