Business-Critical Reports

Business-Critical Samples

Our customers range from a global healthcare company to a painting contractor. Whether you have a 2 person office or a 200 person office or even a virtual one, you can trust FinJinni to get the reports and data you need from QuickBooks.

Budget Case Studies

List of Standard Reports

Monthly Reports:

FinJinni can produce a complete workbook summarizing financials, sales and purchases, etc. - Refresh monthly with the click of a button.

Data From Outside Of QuickBooks

FinJinni's reports have all the power of Excel and can combine QuickBooks data with non-QuickBooks data, such as information downloaded from a Sales/CRM system.

Consolidated financials, trends

Multiple companies, multiple-period (Year/Month/Quarter, etc) comparison

Customizable chart of accounts, customizable formatting

Comparative reports by customer, vendor, class, etc. and Top-n reports

Payments comparisons: bills, invoices and their payments

What was bought, sold, and paid for

AR/AP Aging and Days-to-Pay reports

Custom cash-flow calculations

Commisions and bonus calculations

Sales-rep commissions based on sales and payment calculations

Employee bonuses based on profit and time-worked

Inventory status and predictions

Inventory in stock, including sites/lots/bins

Inventory needed for orders, including assembly builds

Match up of inventory purchases and sales

Age calculations and turn-over, estimating future needs

Non-monthly fiscal years

4-4-5 or 13x4 accounting periods without changing QuickBooks setup

Reporting by week or fiscal period

Advanced job reporting, track contracts, grants etc.

Work-in-progress reporting for jobs, estimates vs actuals with billing and payments

Multi-year contract and grant tracking

Importing data into QuickBooks and FinJinni

Create transactions (e.g. checks, deposits) from bank statements

Create sales orders from data files or PDFs

Budget in Excel, report against QuickBooks actuals