Financial Reports

Generate comprehensive reports and prepare for tax season with AI assistance

Total Expenses

$47,250
+12.5% from last year

Tax Deductible

$38,940
82% of total expenses

Potential Tax Savings

$9,735
Based on 25% tax rate

Reports Generated

24
This year

Report Templates

Tax Report

Comprehensive tax preparation

Generate detailed tax reports with deductible expenses, income summaries, and ready-to-file documentation.

AI Enhanced

Expense Analysis

Detailed spending breakdown

Analyze spending patterns, identify trends, and get AI-powered recommendations for cost optimization.

Trending

Client Performance

Revenue & relationship analysis

Track client revenue, payment patterns, and project profitability to optimize business relationships.

Popular

Cash Flow

Inflow & outflow analysis

Monitor cash flow patterns, predict future liquidity, and identify potential cash flow issues.

Forecast

AI Tax Assistant

Your tax preparation is 85% complete

Quick Insights

Biggest Deduction

Software expenses

$12,450

Most Frequent

Travel expenses

47 entries

Savings Opportunity

Office supplies bulk purchase

$890

Export Options