Reports

Custom management reports

Create reports your clients will actually read.

Effortless insights

Generate quickly, customize endlessly

By connecting to your client’s general ledger, Keeper allows you to create and share a full financial reporting package in just four clicks. From there, your team can freely customize the layout – such as disabling unnecessary sections, adding footnotes, or adjusting date ranges.

“The reports are my favorite feature of Keeper because they bring the most value to my clients, but all the features are valuable to myself, my team, and my clients.”

Cheyenne Weaver

Veterinary Bookkeeper

View client financials at a glance

Give your clients a snapshot of their financials that they can easily digest. The Executive Summary sets the stage for the rest of the reporting package, and uses visuals and graphics that help your clients understand the numbers.

Includes

A space for you to leave commentary/notes on the report as a whole
Profit & Loss comparison against prior date ranges
Straightforward key metrics that your clients care about most
Profit & Loss bar chart to measure against the previous year

Published straight to the client portal

When you’re finished reviewing and customizing, management reports can be emailed, printed to PDF or published to the Client Portal with just one click. Your clients will receive a notification to access the financials, and they’ll be stored securely in the Portal for future reference.

Explore Client Portal

Here’s what your clients will see:

Cover sheet
Executive Summary
Key Profit & Loss and Balance Sheet Accounts
Full Profit & Loss, Balance Sheet, and Statement of Cash Flows
Profit and Loss Detail Report
Top Customers by Revenue and Top Vendors by Spend
A/P and A/R aging reports
Graphs of Key Business Metrics

View Client Portal

Measure what matters

Track custom KPIs and metrics that are specific to your client’s needs. Create variables using formulas within Keeper – these metrics will automatically update when your QuickBooks or Xero data does.

Add even more value to your financial reporting services

Profit & Loss by Class and Location

Legal Disclaimers

Custom columns

Report locks