Financial reporting

Reports that stay connected to the ledger underneath them.

LedgerHQ produces supported financial statements, ledger detail, comparisons, and exports from the company's accounting records so a firm can review the path from report total back to posted activity.

Core financials

Income Statement, Balance Sheet, Trial Balance, General Ledger, cash flow, and other supported views share the accounting source.

Comparative context

Supported period and management views help firms explain change rather than export isolated totals.

Delivery formats

Web views and supported PDF or spreadsheet exports serve review, company-owner delivery, and downstream work.

LedgerHQ company overview with bookkeeping actions and financial context
Company overview and bookkeeping action paths in LedgerHQ.Real product view
01

The ledger remains the reporting source

A useful report is not a detached dashboard calculation. The account classification, journal lines, dates, posting state, and company period determine the result.

LedgerHQ keeps report access close to charts, registers, entries, bank work, and reconciliation so a reviewer can investigate the numbers that look unusual.

  • Chart of accounts
  • Posted journal lines
  • Account registers
  • Period and comparison inputs
02

Use the report that matches the question

Core financial statements answer different questions from a general ledger, trial balance, comparative schedule, or management ratio view. LedgerHQ exposes a report catalog rather than collapsing every need into one dashboard.

The web and accountant mobile product share the supported report catalog and native report detail behavior.

  • Income Statement and Balance Sheet
  • Trial Balance and General Ledger
  • Cash flow and comparisons
  • Management and supporting reports where supported
03

Review before delivery

A report can render successfully while the books are still incomplete. Firms should review bank and reconciliation status, unexpected balances, period locks, and material journal activity before treating a package as final.

Tally can help inspect supported report context and present structured results, but it does not turn incomplete evidence into complete books.

  • Bookkeeping status
  • Reconciliation evidence
  • Unexpected account movement
  • Period and export review

How the workflow moves

A visible sequence, not a black box.

The exact action depends on permissions, company context, and the evidence available. The workflow stays inspectable from intake through review.

  1. 1Select the company, report, and supported period or comparison.
  2. 2LedgerHQ calculates the report from the posted accounting records.
  3. 3The firm reviews totals and drills into supporting account or ledger detail.
  4. 4The approved report is presented or exported in a supported format.

Human control

Report access is company-scoped and permission-aware. Report output reflects current accounting data and does not override posting, period locks, or reconciliation controls.

Product boundary

A generated report is not an audit, assurance opinion, tax return, valuation, forecast, or guarantee that the underlying books are complete.

Questions

What firms usually ask.

Which financial reports are available?

LedgerHQ includes core reports such as the Income Statement, Balance Sheet, Trial Balance, General Ledger, cash flow, period comparisons, and additional supported management views.

Can reports be exported?

Supported reports include PDF and spreadsheet export paths. Exact availability depends on the report and surface.

Can Tally review reports?

Tally can generate, inspect, explain, compare, and present supported report data within company scope and the firm's configured permissions.