Knowing where your money is shouldn’t require a half-day of spreadsheet gymnastics. Finance Reports in GraceSoft Desk put your full financial picture on screen in seconds.
What’s in a Finance Report
Every report gives you a complete breakdown of:
- Income — what came in and from which clients or projects
- Expenses — categorised outgoings for the period
- Net position — a clear bottom line at a glance
- Transaction log — every entry that contributed to the numbers
Reports are generated dynamically for any date range you choose. Need last quarter? Last year? A specific client’s activity over 18 months? Just set the dates and hit generate.
Print-ready exports
Need to hand something to your accountant? Finance Reports are formatted for print out of the box. Clean headers, paginated tables, and a summary section at the top. No reformatting required.
You can also export to PDF directly from the report view.
System Reports
Alongside Finance Reports, GraceSoft Desk includes System Reports — a higher-level view of platform activity, user behaviour, and data integrity checks. Useful for team leads and administrators who need an audit trail.
Transactions view
The Transactions screen gives you a running log of every financial entry in your workspace. Filter by date, type, project, or client. Search by description. Export to CSV whenever you need to reconcile with your accounting software.
Upcoming: direct accounting integrations
We’re working on direct integrations with popular accounting tools. Once live, your GraceSoft Desk transactions will sync automatically — no more manual exports.
Get started with a free trial and explore Finance Reports in your own workspace.