Finmark automatically generates reports under the Reports Section of Finmark.

Available reports:

P&L Summary:

Finmark provides a monthly breakdown of your P&L with Actual and Forecasted information. A Profit & Loss Summary is a breakdown of a company's revenues, expenses, and profits/losses over a given period of time.

Cash Flow Summary

A Cash Flow Summary is a financial statement that summarizes the amount of cash and cash equivalents entering and leaving a company. Finmark provides a monthly breakdown of your actual and forecasted cash flows.

Balance Sheet (available with an integration)

The Balance Sheet is a financial statement that reports a company's assets, liabilities, and shareholder equity. Finmark imports your Balance Sheet directly from your accounting platform allowing you to view actual balance sheet data.

To download these reports as a CSV file, click the arrow button to the right of the report you would like to download.

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