Automatic Accountant Reports
Ready When You Need Them
Stop spending weekends pulling together spreadsheets for your accountant. Invoice Guru automatically generates P&L statements, VAT returns, and transaction exports — one tap, done.
No credit card required. Free plan available.
Available Reports
Every report your accountant needs, generated automatically from your invoicing data.
Profit & Loss Statement
Automatically generated P&L report showing total income, expenses, and net profit for any date range. Export as PDF or CSV.
VAT Return Summary
Quarterly VAT summary with Box 1–9 breakdowns, ready for submission or accountant review. Compatible with MTD requirements.
Transaction Log
Complete record of all income and expense transactions, with dates, amounts, categories, and VAT breakdowns. Perfect for audit trails.
Expense Report
Categorised expense summary for any period. Helps identify deductible expenses and reduce your tax bill with accurate records.
Invoice Ageing Report
See which invoices are overdue and by how long. Prioritise chasing payments with a clear ageing breakdown (30, 60, 90+ days).
Client Revenue Report
Revenue breakdown by client. Identify your most valuable customers and see which relationships drive the most income.
How It Works
From invoicing to accountant-ready reports in three simple steps.
Invoice and track normally
Create invoices, log expenses, and record payments as you always do. Invoice Guru captures everything automatically.
Select your report
Choose the report type and date range. Apply filters for clients, categories, or VAT status if needed.
Export in one tap
Download as PDF, CSV, or Excel. Email directly to your accountant from the app or share via cloud storage.
Accountant Mode
Give your accountant read-only access to your Invoice Guru account. They can review your records, pull their own reports, and check VAT calculations — without you needing to send anything.
- Read-only access (no ability to edit invoices)
- Direct export access for all report types
- Secure login with separate accountant credentials
- Audit log of all accountant access
Make tax time stress-free
Start Invoice Guru today and never spend a Sunday pulling together spreadsheets for your accountant again.
No credit card required. Free plan available.