Your profit, your cash, who owes you and what your stock is worth — on screen, today, without waiting for anyone to prepare it. From $17 per user per month.
A report answers a question you already ask out loud: Did we make money this month? Who owes me? Can I pay the supplier on Friday? Which product is actually earning?
In most businesses those answers arrive weeks late, because someone has to collect the bills, type them up and prepare a statement. In PeppyBooks the answers are already there — every bill, payment and stock movement went in as it happened, so the report is just a view of what you already did. And you can click any number to see the exact bill behind it.
Same numbers, different question depending on what you run.
Today: You know the day's takings but not the day's profit.
With PeppyBooks: Sales minus real cost, per item and per shop, before you lock up.
Today: Turnover looks healthy but the bank balance does not.
With PeppyBooks: Profit per deal after freight and duty — so you see which deals actually earned.
Today: Nobody can say what a unit really costs to make.
With PeppyBooks: Material, labour and overhead per unit, and the margin that follows.
Today: You know sales per route, not profit per route.
With PeppyBooks: Margin by route, rep and outlet — so you can see which routes are worth running.
Today: Month-end is spent building the statement, not reading it.
With PeppyBooks: The statements are already there; your time goes on what they say.
Today: Each branch reports its own way, and merging takes a week.
With PeppyBooks: Every branch on one screen — separately, or added together.
Reports read the same database the business runs on.
Dashboards per role; comparisons per branch and company.
Scheduled emails put the right numbers in the right inboxes.
P&L, balance sheet, cash flow and ratio analysis, generated live from your books — never from last week's export.
Live P&L, balance sheet and cash flow
Ratio and trend analysis
Comparatives by period, branch and company
Drill-down from any line to source documents
Sales by product, customer, region and rep; stock ageing and movement; receivables and payables health — one login for finance and operations.
Sales analytics by any dimension
Fast/slow movers and dead stock
Receivables/payables ageing
Van, route and outlet performance
Schedule any report to email daily, weekly or monthly, with role-based dashboards so each manager wakes up to their own numbers.
Scheduled email reports
Role-based dashboards
Export to Excel and PDF when you need it
Consolidated multi-company reporting
This is what you check before you lock up. The day's total sales, how many bills, and how much came in by cash, card and mobile money — so the money in the drawer can be checked against the screen in a minute.
Notice This is the screen that replaces adding up the day by hand. It is ready the moment the last customer leaves.
An honest look at the usual options.
| What matters | PeppyBooks | Tally | Zoho Books | Excel from your accountant |
|---|---|---|---|---|
| Profit & loss, balance sheet, cash | Yes, live | Yes — a genuine strength | Yes | Yes, when it is prepared |
| How fresh the numbers are | As at this minute | As at your last entry | As at your last entry | Usually last month |
| Click a number to see the bill behind it | Yes | Yes — a genuine strength | Yes | No |
| Stock value that agrees with your books | Yes — one record | Yes — stock is included | Depends on plan; may require Zoho Inventory | Only if someone checks it by hand |
| Profit per product, shop, route or project | Yes | Depends on how you set up cost centres | Depends on plan | Only if someone builds it |
| Reach it from your phone | Yes | Best suited for a computer in the office; remote access is available | Yes | Whenever it is emailed to you |
| Who can see it | You choose, per person | Depends on your setup | You choose, per person | Whoever has the file |
| How it's priced | From $17 per user per month | Mainly a one-time licence, plus yearly support | Monthly subscription, by plan | Your accountant's fee |
Where each is strong: Tally's reporting is a genuine strength and accountants know it deeply. Zoho Books reports well on the cloud. Your accountant's spreadsheet is exactly right for statutory filing. PeppyBooks is best suited when you want the answer today rather than after someone prepares it. Compiled from each vendor's published information — last verified 17 July 2026. Features and pricing change and vary by country and plan; please check the vendor's current terms before deciding.
Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team
Financial reporting software turns books data into statements and decisions: P&L, balance sheet, cash flow, ratios and management dashboards. The distinguishing feature of good reporting is drill-down — clicking a number to see the transactions behind it — and freshness: reports generated from live books rather than last week's export.
Yes — click any line in a financial statement to see the transactions behind it, down to the individual invoice.
Yes — schedule any report daily, weekly or monthly to any set of recipients.
Yes — consolidated or side-by-side reporting across companies and branches is built in.
Clicking any report number to see the transactions behind it — from P&L line to branch to the individual invoice — without exporting or asking the accounts team.