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Financial Reports

Instantly See How Well Your Business is Performing

Staying in the black? Charging enough? Sometimes it can be a mystery where your business stands. Skip the stress and use FreshBooks’ insightful dashboards and reports. They’re full of valuable information to show you exactly what you need, at-a-glance.

No credit card required. Cancel anytime.

Dashboards for Every Part of Your Business

From Expenses to Payments, your dashboards capture your most important information. You’ll have a crystal clear snapshot of everything happening with your business.

Financial dashboard that appears everytime you login to FreshBooks, showing you if you’re in the red or the black
Financial dashboard that appears everytime you login to FreshBooks, showing you if you’re in the red or the black
With efficient tools to create invoices and track expenses, I can rely on FreshBooks to instantly give me an accurate overview of how my business is actually doing.
Carlos Perez, Practical Blend Design Consultancy

Even More Dashboards + Reports to Keep You On Track

  • Color-coded breakdown of spending
  • Summary of most recent activity
  • Save, export or print financial reports for your accountant
  • Profit and Loss Report
  • Sales Tax Summary Report
  • Accounts Aging Report
  • Payments Collected Report
  • Expense Report
  • Invoice Details Report
  • Report filtering by client, team member, or date
See the other ways FreshBooks delivers powerful business insights ⟶

Frequently Asked Questions

Does FreshBooks have the reports my accountant will need for tax time?

Reports in FreshBooks make tax time a breeze. From your Dashboard screen, you can download your Profit & Loss, Expense Summary and Payments Collected reports so you, and your accountant, will know exactly how much you’re making (and spending) come tax time.

Can I share my reports with my accountant?

Sharing reports in FreshBooks is easy. You can export your reports to Excel, print them or, even better, email them straight from your FreshBooks account.

How can I see at a glance whether I’m making more than I’m spending?

When you login to your FreshBooks account you’re immediately shown your Dashboard. Your Dashboard will show you how much you’ve made, what you’re spending, and where you’re spending it.

What reports does FreshBooks give me?

FreshBooks offers a variety of reports to help you stay on top of how your business. Available from your Dashboard screen you can view and send reports like: Profit and Loss, Payments Collected, Expense, Sales Tax Summary and Time Entry Details.

How does the 30-day free trial work?

No strings, no fine print, no credit card required. When you sign-up for a 30-day free trial with FreshBooks you can get started right away and test out all the accounting features to see if it’s right for you.

How much does FreshBooks cost?

FreshBooks has multiple package options so you can pick the one that best suits your business needs and budget.

What if I decide FreshBooks isn’t right for me? Are there fees or penalties for canceling?

Trying FreshBooks is risk free. You have a 30-day money back guarantee. If it’s not the right accounting software for you, you can cancel anytime.

Will I get locked into a long term contract?

With FreshBooks there are no contracts, and you’re not locked into an agreement. You can pay monthly or yearly, the choice is yours. If you want to cancel at any time you can – no questions asked.

Will my data be secure in the cloud?

The safety of your private data is our top priority, that’s why it’s protected by 256-bit SSL encryption—the gold standard in Internet security. The FreshBooks billing system is cloud-based and uses industry-leading secure servers.

Can I use FreshBooks on all my devices?

FreshBooks is accounting software that lets you work from anywhere. Access your account from your desktop, laptop, tablet or phone. There is both an and app available to download. So no matter where you are, you can always keep tabs on your business.

How long has FreshBooks been around?

FreshBooks started in 2003 with a team of four people. Now, FreshBooks now has over 250 employees and is used by over 10 million people in 120 countries.

What if I have questions? Does FreshBooks offer support?

FreshBooks has an award-winning Support team. Sitting in the centre of FreshBooks’ Toronto head office, the Support team has been recognized over 9 times for their outstanding commitment to customer service. Whether you’re on a trial, or a long-standing customer, you’ll speak to a live human in just a few rings.

Get started for free today.

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