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Features/Financial Management/Financial Reports
growth plan

P&L, balance sheet, and trial balance on demand

Used by your Finance agent

Generate professional financial reports any time — no accountant needed for the basics. Share with your bookkeeper, banker, or investor in one click.

Profit & Loss statement (monthly, quarterly, annual)
Balance sheet with assets and liabilities
Trial balance for accountant review
Custom date range and export to PDF/Excel
Try the live demoStarting at $149/mo
🔒app.hero365.ai/business/analytics
Hero365

Revenue — Last 6 Months

Austin Comfort Pro

+11% MoM
$18K
Oct
$21K
Nov
$19K
Dec
$24K
Jan
$28K
Feb
$31K
Mar

$31K

This Month

+11%

$842

Avg Job Value

+4%

37

Jobs Completed

+3

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