Reports that are always current.

Profit and loss, balance sheet, trial balance, aging — every report updates the moment a transaction posts. No close required to see today's numbers.

  • P&L, balance sheet, trial balance
  • AR and AP aging by bucket
  • General ledger drill-down
  • Compare periods and date ranges

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.

Compare periods

This month vs last, this year vs last, custom ranges — comparison is built in.

How it works

  1. 1

    Pick a report

    Choose P&L, balance sheet, trial balance, AR aging, AP aging, or the general ledger.

  2. 2

    Set the range

    Pick any date range. Compare to a prior period with one click.

  3. 3

    Drill in

    Click any line to see the underlying transactions and journal entries.

  4. 4

    Export

    Download as CSV or PDF, or share read-only access with your accountant.

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.

Ready to run cleaner books?

Open Nefin in minutes. No credit card required.