Because NexerIQ records every transaction as it happens, your financial reports are always ready — no spreadsheets, no month-end scramble. This page is a quick map of the finance reports available under the Finance menu, so you know which one to open for the question you have. Each has its own detailed guide linked from your help center.

The reports at a glance

• Finance Overview — your cockpit: revenue, expenses, net income, cash, receivables, payables, tax position, and close signals on one screen.
• Trial Balance — a quick check that your books balance, listing every account with its debit, credit, and balance for a chosen month.
• Profit & Loss — income minus expenses over a year, showing whether you made a profit. Sometimes called an income statement.
• Balance Sheet — a snapshot of what you own and owe at a point in time, showing the overall worth of the business.
• GL Analysis — an interactive pivot table to slice the general ledger by account type, account, and period.

How to read any report

1. Open the report from the Finance menu.
2. Use the period or year picker in the top right to choose the timeframe.
3. Read the summary tiles first, then drill into the tables and charts below.
4. Where available, use Export to share the figures with your accountant.

Which report when

• Day-to-day check: Finance Overview.
• Performance over time: Profit & Loss.
• Position right now: Balance Sheet.
• Confirming the books balance: Trial Balance.
• Investigating a surprising number: GL Analysis, then Ledger Entries.

Tip: All amounts are shown in your company's base currency. Comparing the same report across months is where the real insight lives.