One connected workflow from completed books to client-ready report.
Connect the books, review what matters, and export a polished monthly report. The same path every month, designed for the way bookkeepers actually work.
Step 01 · Connect
Pull from QuickBooks Online or upload your own data.
Connect QuickBooks Online once and Finvue keeps the mapping consistent month after month. Not on QBO? Upload financial data from a spreadsheet — both paths feed the same report.
- QuickBooks Online connection
- Spreadsheet upload for non-QBO clients
- Account-mapping review you only do once
Data sources
Connect a client's books
QuickBooks Online
Last sync · 2 minutes ago · Acme Holdings
Spreadsheet upload
For clients not on QBO — same report structure
Monthly review · Oct 2026
Acme Holdings, LLC
Revenue
$205.4k
+3.8%
Margin
63.0%
−0.2 pt
Net profit
$65.6k
+4.5%
Cash
$461.2k
+5.1%
Advisory takeaway · editable
Revenue is up versus September and cash strengthened as receivables came down.
What changed this month
vs. September- Revenue+$7,550
- Cash balance+$22,500
- Accounts receivable−$2,900
Step 02 · Review
See the month at a glance, then edit anything in your own voice.
KPI tiles, the month's key changes, and a suggested advisory takeaway are ready when you open the report. Refine the wording, adjust the focus, or rewrite anything before it ships.
- Revenue, margin, net profit, and cash — at a glance
- Suggested takeaway you can rewrite in your own voice
- Observations and notes you control before approval
Step 03 · Deliver
Export a polished PDF clients actually read.
One click produces a client-ready PDF you can email, walk through on a call, or attach to a monthly check-in.
- Branded cover and consistent layout
- Same sections every month for client continuity
- Reviewed and approved by you before it ships
Acme Holdings, LLC · October 2026
Monthly Financial Summary
Prepared for Client Review
Revenue
$205,400
+3.8%
Gross Margin
63.0%
−0.2 pts
Net Profit
$65,650
+4.5%
Cash Balance
$461,250
+5.1%
Advisory Note
Revenue improved over the prior period and cash strengthened as receivables came down. Margin held near prior-month levels—worth watching next month.
What changed this month
- Revenue+$7,550
- Cash balance+$22,500
- Accounts receivable−$2,900
Only the sections that exist in Finvue today.
Everything you need for a clearer monthly client update. Every section is part of the working product.
KPI Snapshot
Revenue, gross margin, net profit, and cash at a glance.
What Changed
Month-over-month movements that deserve attention.
Income Statement Summary
A clean summary structured for client review.
Cash Position
A simple view of cash movement during the month.
Key Takeaways
The headline points that matter most this month.
Observations
Notes you can edit to match the client and the conversation.
Advisory Notes
Context around the result so clients understand it.
Client-Ready PDF
Polished output designed to be shared directly.
Your judgment stays in the report.
Finvue gives you a stronger starting point, but you review, edit, and approve the final message before it reaches your client.