Financial Reports | Cash Flow Forecasting

Understand exactly how your business is performing financially

Reviewing financial reports might be up there with root canal, but at least knowing your numbers helps you make better business decisions. Don’t forget to floss.

Track performance

Export your reports

Put yourself fully in the financial picture

Just like Santa, Pandle’s financial reporting tools are always watching. Quietly updating in the background, each time you enter a transaction. Ready to find out if things are looking naughty or nice? View financial statements to see where your business makes money, and which bits need a good pep talk.

Predict what you need and when

Yes ok, we’re nerdy software developers. But predicting the future isn’t always science fiction. Cash flow forecasting helps you view trends, set goals, and understand fluctuations so you can try to have the right amount of cash available when you need it most. All without getting into Doc’s DeLorean.

Make better business decisions

Not sure what to have for dinner? Can’t help you. We were sort of hoping you could tell us. Wondering if that next decision is right for your business? Pandle’s financial reporting tools show how things are looking in an easy-to-read format. You can choose what happens next with more confidence.

PEACE OF MIND

Backing businesses of all shapes and sizes

Join over 90,000 users currently benefiting from our easy to use, intuitive bookkeeping software.

Bookkeeping software

Awesome experience

Awesome experience, customer support is great, interface is simple and intuitive whilst being powerful enough for everything you might need, whilst keeping the stuff you don’t out of sight. Truly the first accounting software I’ve used and actually got on with…oh and did I mention the supports great!

Sam

Brilliant accounting software

I recommend Pandle to anyone who asks for invoicing software. Simple to use, intuitive and the support is quick and efficient. Recently had some queries that were quickly answered by James and Henry.

Karolina

I love Pandle and I love the team

I love Pandle and I love the team behind it! Always so quick at responding to my requests, with the right level of explanation, always making it clear! Thanks Josh and Adam!

Magali

Connor from Pandle web support was great
Had a technical issue with the Pandle service causing some of my balances not to match up, despite all transactions being correct. Connor assisted with liaising with the developer team to rectify the issue in a timely manner and kept me updated via web chat. Super useful to actually have a way of contacting human support that responds quickly and is helpful in fixing issues – rare in today’s technology sphere.

Ben

Features

Explore Pandle's Reporting Features

See if your business is running at a profit or a loss in real-time, at any time. Understand what’s working to make your business profitable, and what isn’t.

Income statement

See what works

View instant running totals of income and spending. Review data from the past and present to spot common patterns, so future you wins big. Future you is kind of a big deal.

Data for everyone

Easy to read

We don’t make Pandle for Einstein. Sorry mate. It’s for small business owners who don’t have time for waffle. View income and expenditure reports in the simplest format.

Improve efficiency

Refine your time

Loads of money coming in? Smashing! So why do you still feel skint? Your profit and loss reports show what it costs to make every sale, helping you become efficient.

To make your life easier, this feature is also available on Pandle Mobile.

We know you’re a trendsetter. Use cash flow reporting to spot patterns in the way cash moves in and out your business. Know when to hold funds back, and set sail for success.

Spot trends

Take action

There’s more to trendspotting than wearing burgundy in Autumn. Forecast cashflow to predict times when finances may be a little tight, so you know when to cut back.

Cash flow management

Land butter side up

Manage surplus cash ready for rainy days, planned growth, and unplanned disasters. Take action at the best possible time to stay out of financial trouble. A toast to your success!

Manage efficiency

Be right on time

We get it. Cash always seems to be going out before it’s even come in. Use short- and long-term forecasting to work out when clients need to pay, so you can sort your own bills on time.

To make your life easier, this feature is also available on Pandle Mobile.

Be more prepared than Bear Grylls in the wild. View real-time reports showing the suppliers you owe money to, and which customers have unpaid invoices.

Pay bills on time

Keep them sweet

Don’t bite the hand that feeds you. View upcoming bills in your payables report. Pay your suppliers on time, every time, and keeps things running smoothly.

Credit control

Release the hounds

See which customers owe you money, how much they owe, and how late they are paying. Decide whether to send automated reminders or Big Brian. Keep it kneecap friendly.

Aged reporting

Forever young

Sort report data by age to prioritise older bills. Sorry young Bill. View aged debtors to see which customers are always late paying, so you know who to be strict with.

To make your life easier, this feature is also available on Pandle Mobile.

Oversee all the income, expenses, assets, and liabilities on your balance sheet to keep your business books balanced, and on a sound financial footing.

Asset management

Know your worth

Keep track of every asset in your business. Like cash in the bank, expected income, unsold stock, fancy machinery, and that standing desk that might be built for giants.

Control debt

Not minds

Don’t get stuck in an awkward position. View an instant snapshot of what the business owes at any given moment to avoid nasty surprises or financial pins and needles.

Reduce risk

Get more sleep

Review your balance sheet report to manage long-term assets against liabilities, and keep your business on an even keel. Business success ahoy! Can we have a sailor’s hat?

To make your life easier, this feature is also available on Pandle Mobile.

View the balance of every single category in your accounts, for any given point in time. De-stress your year-end tax reporting and always know where your business stands financially.

Auto updated reports

Stay up to date

Pandle’s reports automatically update every time something changes in your records. Every single time. So you can check everything matches at the drop of a hat. *Chef’s kiss*

Detect errors

Ace detective

Pandle’s Trial Balance report helps you make sure your accounts balance, and shows you where they don’t so you know where to look for problems.

Closing balances

Ready to go again

Close one (accounting period) door, and another one opens. Review your trial balance to check the closing balances at the end of period, ready to start with a clean sheet.

To make your life easier, this feature is also available on Pandle Mobile.

LIVE CHAT SUPPORT

Talk to our bookkeepers. Someone has to.

Get the most out of Pandle with built-in tours, guides and live chat support provided by real people.

It’s like putting a bookkeeper in your pocket. Just don’t leave any snacks in there with them. We can’t guarantee their safety.

PLANS AND PRICING

Accounting software you can afford

Pandle

Free

Accept Payments with Pandle Pay

Bank Imports

Business Reports

Mobile App

Multiple Currencies

No Usage Limits

Payment Reminders

Recurring Transactions

Send Quotes & Invoices

VAT Submissions

Create Free Account

Pandle Pro

£5 / month (+VAT)

All Features of Pandle plus...

Bank Feeds

Cash Flow Forecasting

Live Chat Support

Mileage Tracker

PayPal Feeds

Premium Invoice Templates

Projects

Receipt Uploads

User Permissions

Start Free Trial

REPORTING TOOLS

FAQs

  • Can I get reports any time?

    Like Pandle itself, the reporting tools are all available whenever you need them. There’s no limit on how many you can use or produce, and they will always be up to date as Pandle is constantly calculating your reports for you. Real time reporting has never been more real.

  • Do I have to produce financial reports?

    You don’t have to view regular financial reports for your business, the same way you don’t have to check what time your train leaves, or use your gym membership. But it helps. Life tends to be much easier if you can see what’s happening, and forecast what’s coming up next.

  • Can I export reports to send to other people?

    You can view financial reports in Pandle, as well as downloading them to share with your team, potential investors, or to show your Nan how well you’re doing. You can also choose what format to export your data in, so if Dylan likes rummaging around an Excel spreadsheet, but Sam prefers a colour-coded PDF report, it’s not a problem.

  • Can I select the dates of my reports?

    Yes, you can! Each report in Pandle can be altered to show any date range, so you can select the start and end dates to create a reporting period which suits you. We can’t take you back to the future though, not even with a Pandle Doc.

Get started with Pandle

Create your account today, and decide what to do with all the extra time you get back. We hear Pilates is popular.

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Live Chat Support

No Card Details Required

Making Tax Digital