Balance sheets, income statements, and branded customer statements — generated, not hand-built.
Standard financial reports generated directly from your ledger data. Balance sheets, income statements, trial balances, dimensional analytics, scheduled exports, and customizable customer account statements with your branding.
Revenue, costs, gross margin — per month.
No ETL, no warehouse. Live KPIs, live charts, live reports — straight from the ledger.
Why this matters.
Building financial reports from raw transaction data is fragile and easy to get subtly wrong
Inconsistent reporting leads to regulatory risk, bad decisions, and lost stakeholder trust
Properly handling accruals, period closes, and equity calculations requires accounting expertise
What you get.
Everything you need to launch reporting.
Standard Reports
Balance sheet, income statement, and trial balance — generated in real time from your ledger.
Customer Account Statements
Generate branded account statements for any customer or account, on demand or on a schedule. Multi-format export (PDF, CSV, Excel, OFX).
Customizable Statement Templates
Tailor statement layouts, logos, colors, and section structure per merchant or per customer segment. Your brand, your statements.
Dimensional Analytics
Slice data by customer, location, product, or any custom dimension for deeper insights.
Scheduled Exports
Automate report delivery on daily, weekly, or monthly schedules in multiple formats.
Dashboard & KPIs
Real-time dashboards with transaction volume, customer metrics, and financial health indicators.
AI-Powered Insights
Coming SoonAsk questions about your financial data in natural language and get answers backed by your actual numbers — no SQL required.
Technical Highlights
Built For
Risks Mitigated
- Inaccurate reporting
- Missed deadlines
- Regulatory non-compliance
- Poor decision-making
Works even better together.
These products integrate seamlessly with each other.
General Ledger
Double-entry, multi-currency, multi-dimensional accounting that never gets a balance wrong.
Learn moreReconciliation
Automated matching of bank statements to your ledger. Every cent accounted for.
Learn moreCampaigns
Launch and manage loyalty programs that are properly accounted for.
Learn moreReady to launch your
financial product?
Stop wrestling with double-entry, holds, and reconciliation edge cases. Get in touch to see how Goldie Street can de-risk your roadmap.