VoxPoint / 11 Financial Reports

Every report you need. None you don't.

Data flows in automatically from invoices, payments, and expenses. Pick a report, set your date range, and export to CSV. No manual data entry, no spreadsheet gymnastics.

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11 Financial Reports

  • Overview Dashboard
  • Profit & Loss
  • Cash Flow
  • AR Aging
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In your working day

From the first step to the next.

01

Data flows in automatically

Every invoice, payment, expense, and time entry you create in VoxPoint automatically populates your reports. No data entry.

02

Pick a report

Choose from reports like P&L, Cash Flow, AR Aging, Job Profitability, Tax Reconciliation, 1099, Schedule C, and more.

03

Export or view on screen

Set your date range, filter by category or client, and view the report on screen. Export to CSV for your accountant.

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Profit & Loss

Jul 2024 to Dec 2024
Jul
Aug
Sep
Oct
Nov
Dec
Revenue
Expenses
Total Revenue$57,600.00
Total Expenses$31,000.00
COGS (Parts & Materials)$8,400.00
Net Profit$18,200.00

Illustrative feature demonstration · Sample data

The details that make it work.

Overview Dashboard

Revenue, expenses, and profit at a glance. See your business health in 10 seconds.

Profit & Loss

Revenue minus expenses minus COGS. See your actual profit, not just revenue.

Cash Flow

Money in versus money out over time. Know exactly when cash is tight.

AR Aging

See which invoices are overdue and by how many days. Chase the right clients.

Job Profitability

Revenue minus labor minus parts per job. Know which jobs make money and which don't.

Team Performance

Hours logged, jobs completed, and revenue generated per team member.

Vendor Spending

How much you're spending with each vendor. Negotiate better deals with data.

Tax Reconciliation

Revenue and deductible expenses organized by tax category. Hand it to your accountant.

1099 & Schedule C

Contractor payments and sole proprietor reporting, ready for tax filing.

Good questions. Clear answers.

Keep the workflow connected.

Make your next job a better one

Bring the business
together in VoxPoint.

Your estimates, your team and your billing. One connected place to work.

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