See the numbers.
As they happen.
Profit and loss, cash trends and spend breakdowns built from your live invoices, expenses and budgets. Financial reporting that reflects today, not a month-old export.
Reports you can actually trust.
Profit & loss
Income against costs, summarised and ready to read.
Real-time figures
Reports update as invoices and expenses land - no rebuild cycle.
By team or category
Slice income and spend by department, project or category.
Plan vs actual
Compare against budgets so variance is easy to spot.
VAT included
Your VAT position sits alongside the rest of the picture.
Assets + inventory
Asset value and stock feed the same connected reporting.
No more stitching reports together.
When invoices, expenses, budgets, VAT and assets all live in Clkly, the report writes itself from real data. You stop exporting to spreadsheets and start trusting the figures.
- Live dataReports reflect the latest activity, always.
- Full breakdownDrill from headline totals into the detail.
- Nothing siloedEvery finance module feeds the same view.
Financial reports FAQs
What are financial reports?
Financial reports summarise your business performance - profit and loss, cash position and spend - so you can see how things are going.
- P&L showing income against costs
- Cash and spend trends over time
- Breakdowns by category, team or period
Clkly builds reports from your live invoices, expenses and budgets, so the numbers reflect today, not last month.
Are the reports real-time?
Yes - because reports draw on the same data as your invoices and expenses, they update as activity happens.
- No monthly export-and-rebuild cycle
- Figures reflect the latest transactions
- Decisions based on current reality
Live reporting means you are never steering by out-of-date numbers.
Related: Bank reconciliation · Expense tracking
Can I report by team or category?
Yes - reports break down by category, department or project so you can see what drives the totals.
- Slice income and spend by area
- Compare plan against actual
- Drill into the lines that matter
Granular reporting turns a headline number into something you can act on.
Related: Custom dashboards · Budgets
Do reports include VAT and assets?
Yes - VAT figures and asset values feed the same reporting, for a complete financial picture.
- VAT position alongside P&L
- Asset value on the balance sheet
- One connected view of finance
Everything financial in Clkly rolls into reporting, so nothing lives in a silo.
Related: VAT returns · Asset register
Live financials, no spreadsheet required.
P&L, cash and spend built from real invoices, expenses and budgets.