Custom management reports
Create reports your clients will actually read.
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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.”
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
Profit & Loss by Class and Location
Legal Disclaimers
Custom columns
Report locks