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Report exports

Send your accountant exactly what they need.

Every report exports to CSV or Excel, with print-friendly and shareable view-only versions for anyone who needs the live numbers.

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accounts-os.com/reports
Report ExportsLive
Export the P&L for my accountant
FExported as Excel, plus a view-only link if they'd rather see it live.
FFinn exported it in one click, ready to send.
Live

In short

AccountsOS exports every report (P&L, Balance Sheet, Trial Balance, VAT 9-box, Cash Flow Forecast) to CSV and XLSX. Print-friendly views available. Shareable view-only links keep your accountant or investors looking at live data.

5
Report types
CSV+XLSX
Export
Live
Share links

Everything it does

Export options

  • CSV (raw)
  • XLSX (formatted, formulas intact)
  • PDF (print-friendly)
  • Shareable view-only link (always live)

Capabilities at a glance

CSV export for every report

XLSX export with formulas

PDF print-friendly views

Shareable view-only links

Period-filtered exports

Multi-entity per export

How It Works

1

Pick a report

P&L, BS, TB, VAT, Cash Flow.

2

Set period

Any date range.

3

Export or share

Excel/PDF download, or generate a shareable view-only link.

Real-world Use Cases

Accountant year-end

Export TB + P&L + BS as XLSX. Email.

Investor update

Share a view-only link: they always see live numbers.

Why founders pick this over the spreadsheet

No copy-paste between systems

View-only links keep collaborators current

Excel formulas preserved

Frequently Asked Questions

What formats?

CSV and XLSX for raw data; PDF for print. View-only shareable links available.

Are XLSX formulas preserved?

Yes. Exports are real spreadsheets, not flat data dumps.

Can I share with investors?

Yes. View-only links. Investors see live numbers without a login.

Explore more of AccountsOS

Financial Reports

Profit, cash and what your company is worth, live. Proper statements underneath: P&L, Balance Sheet, Cash Flow.

Trial Balance

Every GL account, debits and credits, period-by-period.

Double-Entry General Ledger

Real accounting under the hood: not a single-entry shortcut.

Cash Flow Forecast

Project cash 12 weeks and 12 months ahead, from your real recurring patterns.

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