Instant Financial Statements From Your Data
Stop exporting data and building statements manually. James Analytics automatically generates Income Statements, Balance Sheets, and Cash Flow Statements from your connected QuickBooks or Xero account. Accurate, up-to-date, and ready when you need them.
All Three Core Financial Statements
The complete picture of your financial health, generated automatically.
Income Statement
See your revenue, expenses, and profitability over any time period. Understand what's driving your bottom line.
- Revenue breakdown
- Cost of goods sold
- Operating expenses
- Net income
Balance Sheet
Get a snapshot of your financial position. See assets, liabilities, and equity at any point in time.
- Current assets
- Fixed assets
- Current liabilities
- Long-term liabilities
- Equity
Cash Flow Statement
Track where cash comes from and where it goes. Understand operating, investing, and financing activities.
- Operating activities
- Investing activities
- Financing activities
- Net cash change
From Raw Data to Polished Statements
James handles the complexity of mapping and organizing your accounting data.
Connect Your Data
Link your QuickBooks or Xero account with one click. Your data syncs automatically.
Automatic Mapping
James maps your chart of accounts to standard financial statement line items.
Generate Statements
View, analyze, and export professional financial statements for any time period.
Financial Statements That Work for You
Always Accurate
Statements are generated directly from your connected accounting data. No manual entry, no errors.
Any Time Period
Generate statements for any date range. Monthly, quarterly, yearly, or custom periods.
Comparison Views
Compare current period to prior periods. See month-over-month or year-over-year changes.
Export Ready
Download as PDF or Excel for board meetings, investors, or your records.
Investor-Ready Financial Reports
When investors or board members ask for financials, you'll be ready. Generate professional reports that inspire confidence.
- Clean, professional formatting
- Consistent with GAAP standards
- Period-over-period comparisons
- Export to PDF or Excel instantly
Income Statement
Jan - Dec 2024Generate Your First Statement
Connect your accounting software and see your financial statements in minutes.