Reports that are always current.

  • P&L, balance sheet, trial balance
  • AR and AP aging by bucket
  • General ledger drill-down
The Financial reports screen in Nefin
Journal entriesClient management

What you get

P&L, balance sheet, trial balance, aging — live, on every transaction.

Profit & loss live

Revenue, COGS, expenses, and net income — updated the second a sale or bill posts.

Balance sheet on demand

Assets, liabilities, equity. Always balances, because Nefin is double-entry to the core.

Drill into the GL

Click any number and walk through to the journal entries that produced it.

Frequently asked

Do I need to close the period to see accurate reports?

No. Reports update as transactions post. You can still close periods to lock the numbers for tax filing.

Can I run accrual and cash-basis P&L?

Yes. Toggle between accrual and cash basis on the P&L and the report recalculates instantly.

Are reports available in multiple currencies?

Reports are in your base currency. Multi-currency transactions are FX-converted at the rate recorded on each posting.

Can my accountant see the reports?

Yes. Invite them with a read-only role; they get full reporting access without write permissions.

Works with

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