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Reporting & Compliance

Financial statements, dashboards and analytics, tax calculation and filing, audit trails, and role-based approval workflows.

Sharp-Accounting turns your books into the statements, insights, and controls your organization runs on.

Financial statements

The standard statements are built in:

StatementWhat it shows
Balance SheetAssets, liabilities, and equity at a point in time
Profit & Loss StatementIncome and expenses over a period
Cash Flow StatementCash movements over a period
Trial BalanceAll ledger balances, for verification and closing

Statements are available per legal entity, or consolidated across the organization.

General ledger & custom reports

Drill into the books with general ledger reports, and build custom financial reports when the standard ones don't answer the question.

Financial dashboards & analytics

Dashboards give finance teams and stakeholders a live view of financial performance — powered by books that update in real time from connected operations.

Tax calculation & filing

Calculate taxes on transactions and support the filing process, keeping tax handling inside the same system as the books it's based on.

Financial compliance & audit trails

Every entry carries its history — who recorded it, when, and from where (a user, Smart Entry, or an automatic posting from a business app). Audit trails support financial compliance and give auditors a complete, traceable record.

Role-based approval workflows

Sensitive financial actions can require approval before taking effect. Approval workflows are role-based, so organizations control who can initiate, who must approve, and at what thresholds.

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