Feature

Financial reports, computed live and ready for your CPA

Profit and loss, balance sheet, trial balance, and spending trends, every number derived from the postings the moment you run it. Compare periods, drill down to the transactions behind any figure, and share a read-only link with your accountant.

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Tool callrun_pnl
{
  "start": "2026-04-01",
  "end": "2026-06-30",
  "compare_previous": true
}
Q2 net profit 11,240. Revenue 42,900 (up 8% vs Q1). Top expense: contractors 9,300.

From a question to a report

  1. 1

    Ask for the report

    Tell your agent what you need, a P&L for last quarter, the balance sheet as of year end, this month against last, and it runs it. Or open Reports in the web app and pick a date range.

  2. 2

    Drill into any number

    Every figure is computed live from the postings, so you can click through to the exact transactions behind it. Nothing is a stored guess you cannot trace.

  3. 3

    Export or share it

    Download any report as CSV, save it to PDF, or mint a read-only link bound to that one report and date range. Send your CPA the P&L with no login and no export dance.

The reports you get

Profit and loss

Income and expenses over any range, with an optional comparison to the previous period or the same period last year. The report owners run most.

Balance sheet

Assets, liabilities, and equity as of any date. Net income rolls into equity, split between retained earnings and net profit to date.

Trial balance

Every account as a debit or credit at a date, with totals that always agree, because the database will not let an entry post unbalanced.

P&L trend

Month over month, categories as rows and months as columns, from two to twenty-four months. See where the business is drifting.

Spending by category and tag

Expenses ranked, or grouped by project, client, or vendor tag. The view that powers the dashboard and answers where did the money go.

Postings drill-down

The register behind any single account balance, newest first, reversed entries optional. Every number is one click from its evidence.

Take the numbers with you

Reports are not a walled garden. Export any one to CSV, save it to PDF from a clean print view, or bundle the entire book into a single ZIP with the feed, the general ledger, the chart, tags, journal entries, and assets. There is no lock-in and no per-report fee.

For your accountant, a read-only share link is usually enough: one report, one date range, a page they open with no login, gone on the schedule you set. Because every figure rests on reconciled, tied-out books, it is a report your CPA can trust, and when the year closes the same ledger rolls straight into your Schedule C.

The tools behind it

The reporting tools your agent calls. Run a P&L or balance sheet, check the trial balance, or pull the general-ledger register for one account to explain a figure.

run_pnlrun_balance_sheetrun_trial_balanceget_account_transactions

Common questions

What financial reports does LedgerMCP produce?

The core set: profit and loss, balance sheet, trial balance, a month-over-month P&L trend, and spending by category and by tag. Plus tax reports, Schedule C and 1099. Every figure is computed from the postings at the moment you run it, so reports can never drift from the ledger.

Can I compare periods?

Yes. A P&L can run against the immediately preceding period of the same length, or against the same window one year earlier. A calendar month compares to the previous month, a quarter to the previous quarter, honoring real month lengths.

Can I see the transactions behind a number?

Yes. Every report drills down to the general-ledger register for that account: the individual postings, newest first, with the option to hide reversed entries. There is no black box; every total traces to its rows.

How do I share a report with my accountant?

Mint a read-only share link. It binds one book, one report, and one date range into a clean, print-friendly page your CPA opens with no account. The link expires on a schedule you choose, 7, 30, or 90 days, is never indexed by search engines, and is rate-limited.

Can I export everything?

Yes, two ways. Any single report exports to CSV. A full export bundles the whole book into one ZIP: the transaction feed, the raw general ledger, chart of accounts, tags, journal entries, and fixed assets. Your data is never locked in.

Do reports work for personal books too?

Yes, relabeled to fit. On a personal book the P&L becomes Income and Spending, the balance sheet becomes Net worth, and expenses become Spending. Same underlying double-entry math, framed for household money.

Are the reports accountant-ready?

Yes. They are standard double-entry outputs: a trial balance that always agrees, a balance sheet where net income rolls into equity split between retained earnings and net profit to date, and a P&L your CPA will recognize on sight.

Run your first report free

Import a month, then ask for a P&L. No card, no trial clock. Share the link with your accountant when you are ready.

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