Financial statements · [Lender Name]

Every figure comes from the general ledger (books started Jan 1, 2026). Click any amount to see the lines behind it, then click a line to open its journal. The same statements are in Reports → Accounting & tax, where they can be scheduled and emailed.

Period From To Basis Compare with Show zero balances

As of Accounts Compare with Show zero balances

As of Accounts Show zero balances

From To

From To From account To account Accounts Include accounts without postings

Mockup note: figures are sample books for a small private lender (about $18.4M under administration, $1.85M of it company-funded). The accrual/cash method and the account numbering are marked Accountant to confirm in the app.