Accounting · Module

Reporting

Answers, not spreadsheets. Reporting turns your operational data into clear, shareable dashboards and scheduled reports.

Key capabilities

What Reporting delivers

Everything accounting teams need from reporting, built in and ready on day one.

Prebuilt Dashboards

Ready-made views for every department.

Custom Report Builder

Drag-and-drop the metrics you need.

Scheduled Delivery

Email reports to stakeholders automatically.

Drill-Down Analysis

Go from summary to source in a click.

Why teams choose it

Built for accounting teams and tightly integrated with every other module in the suite, so your data stays connected end to end.

  • Faster insight
  • No manual exports
  • Shared source of truth
QuickBooksXeroStripeAvalara
accounting / reporting

5 days

Faster close

100%

Audit ready

-40%

Manual entry

Business impact

What your team gains with Reporting

Beyond the feature list, this is the difference your accounting operation feels within the first month.

Hours back every week

Reporting automates the repetitive accounting busywork — data entry, reminders, and reports — so your team spends time on work that actually moves the needle.

Fewer costly errors

Built-in validation and one shared record mean the mistakes that come from re-typing data across disconnected tools simply stop happening.

Decisions on live data

Dashboards update the moment work happens, so managers steer accounting operations with today's numbers — not last month's exports.

Room to grow

Add users, locations, and modules without re-implementation. Reporting scales from a single site to a multi-branch operation on the same setup.

How it works

Live in three steps

From first import to full rollout, Reporting is designed to get your team productive fast.

1

Bring your data in

Import existing accounting records or start fresh. Reporting maps cleanly to how your team already works, with guided migration and no messy spreadsheets.

2

Configure to your process

Tailor fields, roles, and automations to match your workflow — all without code. Set the rules once and let Reporting handle the repetitive work.

3

Go live and scale

Roll out to your team with hands-on onboarding, then watch the module connect to the rest of your suite as you grow into it.

The difference

Before and after Reporting

The day-to-day change accounting teams notice once Reporting takes over the busywork.

Without Gbooks

  • Scattered spreadsheets and paper registers
  • The same data re-typed into multiple tools
  • Status updates chased over calls and messages
  • Numbers you only trust after month-end
  • Growth means hiring more admin staff

With Reporting

  • One live Reporting workspace the whole team shares
  • Information entered once and synced everywhere
  • Real-time visibility for everyone who needs it
  • Accounting dashboards that are accurate right now
  • Growth means switching on another module

Who it's for

Reporting fits right into accounting operations of every size — from lean teams to multi-site enterprises.

General LedgerTax AutomationReporting
Enterprise-grade

Secure and reliable by default

Reporting runs on the same hardened platform as every Gbooks module — no add-ons or upgrades required.

Role-based access

Granular permissions decide exactly who can see and change what, down to individual fields.

Encrypted end to end

Your data is encrypted in transit and at rest, with regular independent security reviews.

Complete audit trail

Every action is logged and tamper-evident, so audits take hours instead of weeks.

Backed up & always on

Automatic backups, tested restores and a 99.99% uptime record keep your daily operations running without interruption.

FAQ

Common questions about Reporting

How long does it take to get Reporting up and running?

Most accounting teams are live within days. Our onboarding team helps you import data, configure workflows, and train users so you see value in the first week — not the first quarter.

Does Reporting work with the tools we already use?

Yes. It connects out of the box with QuickBooks, Xero, Stripe, and shares one secure core with every other module in the suite, so your data flows without duplicate entry.

How is our data kept secure?

Every module ships with role-based access control, encryption in transit and at rest, and a full, tamper-evident audit trail — so you always know who did what, and when.

Can we start with just Reporting and add more later?

Absolutely. Begin with Reporting alone and switch on other Accounting modules whenever you're ready. Everything works together, so adding a module is a toggle — never a re-implementation.

Do you provide training and support?

Every plan includes guided onboarding, live training sessions for your team, and ongoing support over chat, email, and phone. Most questions are answered within a few hours, and your data is never left stranded.

Can our team use Reporting on mobile?

Yes. Reporting runs in any modern browser and ships with mobile-friendly views, so your accounting team can work from a phone or tablet on the floor, in the field, or at home.

Add-ons

Six upgrades that work with your accounting suite

Built by us, on the same core, billed on the same contract. Switch one on and it is live across every module you already run — no integration project, no second vendor.

…and many more. Ask about the full add-on catalog on a demo.

Explore all add-ons

See the Reporting module live

Book a tailored walkthrough and we'll show you exactly how Reporting fits into your accounting workflow.