ReadyBooks
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REPORTING & ANALYTICS

Financial reports that update in real time

From revenue dashboards to GST returns, get the reports your team needs without building spreadsheets. Every report updates automatically as your data changes.

Reporting features

Powerful, easy-to-read reports designed for Indian businesses and compliance requirements.

Revenue dashboard

See today's revenue, monthly trends, and year-over-year growth at a glance. No spreadsheets needed.

GST returns overview

Pre-built reports for GSTR-1, GSTR-3B, and input tax credits. Export data ready for GST portal filing.

Ageing analysis

Track overdue invoices by 30, 60, 90+ day buckets. See which customers owe you money and for how long.

Period comparisons

Compare any two periods side by side. See how your revenue, expenses, and margins are trending.

Export anywhere

Download reports as PDF or Excel. Share with your CA, auditors, board members, or investors.

AI-powered insights

Ask questions about your data in plain language. Get summaries, trends, and actionable insights instantly.

Reports available out of the box

Every ReadyBooks.ai account includes these essential reports. No setup required.

Profit & Loss

Revenue, expenses, and net profit for any period with drill-down by category.

Balance Sheet

Assets, liabilities, and equity snapshot with comparative view.

Cash Flow Statement

Track money in and out across operations, investing, and financing activities.

Customer Ledger

Complete transaction history and outstanding balance for each customer.

Vendor Ledger

All purchases, payments, and balances for every vendor in one place.

Inventory Valuation

Current stock levels, average cost, and total valuation across all items.

GST Summary

Output and input tax breakup by CGST, SGST, and IGST for any period.

Top Customers & Items

Ranked views of your highest-revenue customers and best-selling products.

Why teams choose ReadyBooks for reporting

Built specifically for how Indian finance teams work and what Indian compliance requires.

Real-time, not month-end

Reports update as transactions happen. No waiting for month-end close to see how your business is doing.

Built for Indian compliance

GST reports, INR formatting, and Indian fiscal year support. Ready for auditors and the GST portal.

No spreadsheet juggling

Everything your CA or CFO needs is inside ReadyBooks.ai. Stop exporting to Excel and manually building reports.

Role-based access

Control who can see which reports. Admins get the full picture, invoice users see only what they need.

From dashboards to board decks

Whether you need a quick glance at today's revenue or a detailed P&L for your board meeting, ReadyBooks.ai has you covered. Every report can be exported as PDF or Excel with your company branding.

With AI-powered insights, you can ask questions like "Which customers have the highest outstanding?" or "How did our margins change this quarter?" and get instant, accurate answers.

Frequently asked questions

Get the reports your business deserves

Start free and see real-time financial reports from day one. No setup, no spreadsheets, no credit card required.