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Reporting: Overview and Scope

What you can expect from the Reporting module.

Here you can create monthly and quarterly, as well as semi-annual and annual financial statements.

Scope of services

Reporting is split into Core and Advanced.

Core always includes:

  • Balance sheet
  • Profit and loss statement
  • Notes to the financial statements (for annual financial statements), including Arcarius’ analysis of exceptional income and expenses
  • Profit appropriation
  • Live editing
  • Cover page
  • PDF generation with extensive customization options

Advanced includes:

  • Cash flow statement (optional)
  • Management report (for annual financial statements of corporations subject to an ordinary audit), including Arcarius-generated draft content for order and business situation, as well as research and development
  • General Meeting Minutes (optional)

When creating a report, you’ll be asked whether you want a cash flow statement and whether your company is subject to an ordinary audit.

You can select up to twelve periods within a single report. However, notes, profit appropriation, and the management report can only be generated if you specify a maximum of three periods. If you need a cash flow statement, please select one additional period.

Pricing details can be found under “Use Cases & Pricing.”

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