Financial reports

Read profit and loss, balance sheet and cash flow statements from your accounting software, and download them as CSV

Tools → Reports lists your company’s three financial statements in its Accounting group. Company Admins and Bookkeepers can open them after your company finishes onboarding.

The statements appear once accounting is enabled for your company and someone has started connecting its accounting software (see Accounting settings).

The Accounting status panel above each statement follows whether Accounting insights is available to your company, which Every turns on company by company. If you don’t see the panel, email [e-mail] to ask about it.

Report	What it shows
Profit & Loss	A summary of the revenues, costs and expenses incurred during a period
Balance Sheet	Your assets, liabilities and shareholders’ equity at a point in time
Cash Flow	How changes in balance sheet accounts and income affect your cash and cash equivalents

An open statement is titled Profit and loss, Balance sheet or Cash flow.

Read a statement

Each statement is a table with an Account column and one column per month.

• Expand an account to see the accounts inside it.
• Profit and loss ends with Net Income, and Balance sheet ends with Net Assets.
• Use the date range picker to choose a preset or Custom, then select Apply.
• Select Filters → Account to show only some accounts.
• Select Display to change the Ordering or hide columns. Once you change the view, Display also shows Reset view, which clears your saved Display settings for the statement.

Above each statement, Accounting status shows Closed through a date, or “No closed months yet”. Hover over a month for its status. Months with expenses also show Categorized and Finalized progress.

Download a statement

Select Export to download the statement as a CSV file. The file covers the months you chose in the date range picker and holds the full statement, including every nested account. Your Account filter, ordering, hidden columns and expanded rows don’t change it.

If the statement has no rows, Every shows “No data to export. The report is empty.”