Skip to main content
Features/Financial Management/Financial Reports
Professional plan

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

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
Get StartedStarting at $150/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

Join 500+ trade businesses

Ready to grow
your business?

Book more jobs, get paid faster, and never miss a customer call again.

No per-user fees · Cancel anytime