How to export your financial reports

Exporting your financial reports on Inkle Books is simple and essential for sharing accurate data with investors, accountants, or internal teams. Here’s how you can easily export your reports:

1. Access the Live Financials section
Once logged into your Inkle Books account, navigate to the Live Financials section on the left nav bar. Here, you’ll find various pre-built financial reports, including income statements, balance sheets, cash flow statements, and expense summaries.

2. Choose the report to export
Choose the report that you would like to export into an XLS file or PDF. You can choose between your company's balance sheet, income statement and P&L statement.

3. Export
Inkle Books allows you to export reports in two formats- PDF and Excel, depending on how you want to use the data. Click on Export and then select the format that works best for your needs.

Once customized, click the export button. Your report will be downloaded instantly, ready for sharing with stakeholders or uploading to external systems like tax software or business dashboards.