Reports & exports

Walk in with a forecast they can open.

Choose exactly which financial tables and statements to include, at annual or monthly detail, and generate one combined report with a proper cover and contents. Or export any individual statement to XLSX or CSV.

3 Export formats — XLSX, CSV and PDF
1 Combined document, not a folder of files
2 Levels of detail — annual, monthly, or both
Download & Print

Pick what to send, then send it

Tick the tables and statements your reader needs. Everything else stays out of the document.

The combined report

Built to present, not just to print

A bank manager and a seed investor want different things. Rather than sending everything and hoping, you choose the contents of each report.

  • Financial tablesRevenue, Personnel, Expenses, Assets & Capex, Financing
  • Financial statementsProfit & Loss, Balance Sheet, Cash Flow
  • Detail levelannual totals, monthly totals, or both
  • A real cover pagewith company, horizon, currency and prepared date, followed by a contents list

Portrait annual pages come first, then landscape monthly detail, each section opening with a chart drawn from the same engine as the tables beneath it. What you say in the meeting matches what's on the page.

Combined forecast report cover with contents and bar chart
Spreadsheet exports

For the people who want the cells

Some readers — accountants, analysts, a lender's credit team — want to work the numbers themselves. Every statement and the overview export to XLSX or CSV.

This is also the route if you need history and forecast in one workbook. Feasy Pro plans forward from a clean opening balance rather than importing past transactions, so combining the two happens in the spreadsheet, on your terms.

Hands reviewing spreadsheet printouts and a PDF report
I'm not an accountant. Feasy Pro let me describe retainers and project work in plain English and still get a real cash-flow view. My bank manager actually thanked me for the printout.
Sarah Mitchell
Owner · Austin

Common questions

  • The cover carries your company name, forecast horizon, currency and prepared date. For a fully branded document, the investor deck gives you four themes and cover templates with complete control over the layout.

  • The report is laid out for printing and produced through your browser's print dialogue, so you can save to PDF or send it straight to a printer.

  • Yes. Individual statements and the overview export to XLSX or CSV on their own. The combined report is for when you want one document covering several sections at once.

Ready to see the numbers?

Your forecast is 20 minutes away.

No spreadsheets. No accountant required. Just your assumptions — and the complete financial picture that follows.

Three statements · Always in balance · Export anytime