Financial reporting software · Small businesses

Financial reporting software for small businesses

Financial reporting software for small business should show how the business is doing without a finance team. Adopt builds your profit and loss and balance sheet from reconciled books, and shows how every number was built.

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The problem

How small businesses handle this today.

Reports arrive late. By the time a statement shows up, the month is long gone.

The bank balance stands in. Decisions get made on cash, not on profit.

No one can explain a number. A figure on the report cannot be traced to anything.

Lenders ask for statements. A loan or a lease needs financials you do not have ready.

How Adopt does it

Small business reporting, without a finance team

Adopt prepares the work in the background. Your team reviews and approves it, and every approval stays on the record.

  1. Connect your accounts

    Link bank and card accounts and set up your chart of accounts.

  2. Keep the books current

    Transactions are categorized and reconciled as they come in, with your approval.

  3. Generate statements

    A profit and loss and a balance sheet for any period you choose.

  4. Review and share

    Check any figure against its source, then share the statements with the people who need them.

Built for small businesses

What changes for small businesses

Statements any day

Reports come from books that are kept current, not rebuilt once a year.

Check any number

Every figure links back to the transaction or document behind it.

Free to start

Connect your first accounts without a sales call or a credit card.

FAQs

See how the business is doing, any day.
You approve every entry.

Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.