Scheduled financial reports software
Send your accountant, partners or board the right reports on a regular schedule, without remembering to run them.
Running the same reports every month wastes time. AvrioBooks lets you build a report pack, a set of reports in one document, and schedule it to be emailed to the people who need it. Customise the layout, choose the period and share profit and loss, balance sheet, ageing and more with your accountant, your partners or your board. Every individual report can also be exported to PDF, Excel or CSV.
Scheduled reports and report packs are on the Standard plan and above. See all 25 reports.
Report packs
Group several reports into one pack, in the order you want.
Email on a schedule
Choose who receives the pack and how often, and it is sent for you.
Custom layouts
Customise the layout of a report and save it for reuse.
PDF, Excel and CSV
Export any report in the format you need.
Made for accountants
Give your accountant a regular, consistent set of reports.
Secure sharing
Control who can see which reports with roles and permissions.
Get going in four steps
- Start a free trial and open Reports.
- Customise a layout for the reports you use most.
- Build a report pack from them.
- Schedule it to be emailed to your recipients.
Frequently asked questions
Which plan includes scheduled reports?
The Standard plan and above.
What is a report pack?
A set of reports combined into one document that you can run on demand or schedule.
Can I choose who receives the pack?
Yes. Add the email addresses of the recipients when you schedule it.
Can I export reports?
Yes. Every report can be exported to PDF, Excel or CSV.
Can my accountant receive them?
Yes. Add your accountant as a recipient, or invite them to your books with an Advisor role.
Keep exploring
Report packs help All reports For accountants Month-end checklist Pricing
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