Financial reporting

The financials should already exist when the books are done.

Firms lose hours re-exporting and rebuilding statements because the client asked for a comparison the software does not produce. LedgerHQ generates statements, ledgers, comparisons, and packets from the same reconciled books — and Tally can produce them on request.

Ask for the report you need

The report nobody built a screen for.

Asked in plain English, answered from the posted books.

From the reconciled ledger

Reports read the same books your team reviewed, so the statement and the ledger cannot disagree.

Ask for what you actually need

Tally can assemble comparisons and packets without anyone exporting to a spreadsheet first.

Exports that survive review

Financial statements, trial balance, general ledger, and registers export for workpapers and client delivery.

LedgerHQ company overview with bookkeeping actions and financial information
Go straight to the work that needs attention.Real product view
01

The core statements, tied to the ledger

Income Statement, Balance Sheet, Trial Balance, and General Ledger come from the posted books, including the entries Tally made and your team reviewed.

There is no separate reporting database to fall out of sync with the accounting records.

  • Income Statement and Balance Sheet
  • Trial Balance and General Ledger
  • Account registers
  • Period comparisons
02

The report nobody built a screen for

Client questions rarely match a menu item. A quarter-over-quarter comparison, a specific account's activity across a date range, a packet for a lender.

Ask Tally for it and the report is produced from the books, rather than exported to Excel and rebuilt by hand each time the question comes back.

03

Deliver while the numbers are still useful

Because coding and reconciliation are not waiting for a month-end sprint, reports are available while they still describe something the client can act on.

Financials delivered three weeks after month-end are a compliance artifact. Delivered promptly, they are advice.

Questions

What firms usually ask.

What financial reports does LedgerHQ produce?

Income Statement, Balance Sheet, Trial Balance, General Ledger, account registers, and period comparisons, plus report packets for client delivery. All are generated from the posted ledger.

Can AI generate a financial report?

Yes. Tally can produce supported reports and comparisons on request, reading the same posted books your team reconciled rather than a separate summary.

Can we export reports for workpapers?

Yes. Reports export for review, workpapers, and client delivery.

Do reports include work that Tally posted?

Yes. Tally posts to the same ledger as your staff, so its entries appear in the statements like any other, attributed to Tally.