Financial Reports From Live Ledger Data
Every report reads the same ledger that runs your accounting, so your P&L, balance sheet, AR aging, and custom views are current by default - not a monthly export-and-paste.
Illustrative product view
What financial reporting in Fintra does
A report is only trustworthy if it ties to the books. Fintra’s reports are computed from the same general ledger that records your transactions, so a number in a report is the number in the ledger - no export, no paste, no reconciliation gap. Reports update as the underlying facts change, and access is scoped so people see only what they should.
- Reports derived from live ledger facts, not stale exports
- Standard statements plus custom, spec-driven views
- Role-scoped so each user sees only their permitted data
- AR aging, DSO, and other operational views alongside statements
How the reporting engine works
Under the hood, a report is a spec - metrics, dimensions, filters, chart type, and comparison - resolved against fact sources that fetch the underlying rows fail-soft (a missing table yields an empty result, not an error). The builder is a pure, deterministic core, so the same spec and the same facts always produce the same report.
The reports you run most
| Report | What it shows |
|---|---|
| Profit & loss | Revenue and expense by period and department |
| Balance sheet | Assets, liabilities, and equity as of a date |
| AR aging | Receivables by bucket and customer |
| Custom views | Any metric by any dimension, saved and reusable |
| Comparisons | Period-over-period and plan-vs-actual |
Grounded and reproducible
- The builder core is pure, so reports are reproducible
- Fact sources fail soft - a missing source yields empty, not an error
- The copilot answers questions from the same facts, with citations
- Every report reads the live ledger, so numbers tie to the books
Frequently asked questions
Where does Fintra get its reporting data?
From the same general ledger that records your transactions. Reports are computed from live ledger facts, so a number in a report equals the number in the ledger. There is no export or paste step, and no reconciliation gap between a reporting tool and your books.
Can I build custom reports?
Yes. A report in Fintra is a spec - metrics, dimensions, filters, chart type, and comparison - resolved by a deterministic builder against fact sources. You can slice any metric by any dimension, compare across periods or against plan, and save the view to reuse it.
Are reports secure across teams?
Yes. Role scoping is applied at the data layer - reports are pre-scoped to the caller’s company and location - so users only ever see the data they are permitted to. The reporting engine aggregates only the facts it is handed for that user.
How current are the reports?
They reflect the live ledger, so they update as transactions post rather than being rebuilt monthly. Operational views like AR aging and DSO are current the same way, so you are never steering with a stale export.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Report from the ledger, not a spreadsheet
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