Know your numbers, instantly
Every report in Fastbooks is computed live from your ledger, so it is always up to date. The dashboard tells you what changed, and you can ask questions in plain English.
Free plan available. No credit card required.
Reports
The reports your accountant asks for, ready whenever you are.
Profit and loss, balance sheet, trial balance, general ledger, aged receivables, accounts payable, tax summary and more. Pick a date range, drill into any account and export in one click.
- Profit and loss with account-level drill-down
- Balance sheet, trial balance and general ledger
- Aged receivables, accounts payable and contact statements
- Tax summary and expense report, exportable to PDF, Excel or CSV
Insights
A dashboard that explains what changed, and why.
Instead of a wall of charts, the dashboard highlights what moved: revenue up on last month, a bigger software bill, a client who has started paying late. You see the story, not just the numbers.
- Plain-language insights on what changed
- Revenue, expenses and profit at a glance
- Outstanding invoices and upcoming bills
- Built on real double-entry postings, so the numbers tie out
This month
Revenue
$18.4k
+15%
Expenses
$7.2k
+4%
Profit
$11.2k
+22%
Ask
Questions in plain English, answers from your own books.
Ask Fastbooks how much you made from a client this year, what you spent most on last quarter or which invoices are overdue. Answers come from your actual data, not generic advice.
- Ask about revenue, expenses, clients and cash flow
- Answers grounded in your invoices, bills and ledger
- Your data is never used to train AI models
- Copilot Essentials on Pro, full access on Growth
Paid invoices from Acme Corp, 2026
$38,600.00
Across 9 invoices. That is 24% of your revenue this year, making Acme your largest client.
Ask Fastbooks
How it works
Up and running in four steps.
- 01
Work as normal
Send invoices, approve bills and reconcile your bank. Every action posts to your ledger.
- 02
Reports update live
There is nothing to run or refresh. Reports are always current.
- 03
Spot the change
The dashboard highlights what moved since last period.
- 04
Ask or export
Ask a follow-up question in plain English, or export for your accountant.
Decisions based on today’s numbers, not last quarter’s.
When your books are always current, you can price with confidence, see a cash crunch coming and know which clients are worth the most.
Tried our free profit and loss calculator?
The calculator is great for a quick estimate. In Fastbooks your P&L builds itself from real invoices and bills, for any period, with a drill-down into every number.
Built for
Made for businesses like yours.
Fastbooks for small businesses
One place for sales, bills, bank and payroll
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Retainers, projects and team access
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Fastbooks for consultants
Proposals to paid, with clean books
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FAQ
Frequently asked questions
Something else on your mind? Talk to our team, we reply within one business day.
Which financial reports does Fastbooks include?
Profit and loss, balance sheet, trial balance, general ledger, accounts receivable, aged receivables, revenue by customer, invoice summary, contact statement, accounts payable, bill summary, tax summary and expense report.
Are the reports accurate enough for my accountant?
Yes. Fastbooks runs on a double-entry ledger. Every invoice, bill, expense, payment and journal entry posts balanced debits and credits, and every report is computed from those postings.
Can I export reports?
Yes. Reports export to CSV, and the expense report also exports to PDF and Excel.
What is Ask Fastbooks?
An optional AI assistant on the dashboard. Ask a question about your finances in plain English and it answers using your own data. Conversations are never used to train AI models.
Which plan do I need for advanced reports?
The Free plan includes a basic dashboard. Pro adds advanced reporting such as profit and loss, balance sheet and cash flow, and Growth includes everything in Pro with unlimited users.
See your business clearly
Create a free account and get a live view of your revenue, expenses and profit from day one.