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What is ReportAmigo?
ReportAmigo is a cloud application that automates financial reporting while fostering transparency and interaction.
What does ReportAmigo do?
ReportAmigo sends interactive financial reports to contact groups over email and text messages.
Our cloud-based reports work great on mobile devices, tablets, and desktop computers, and don't require recipients to sign in or login to any account.
The included report charts convey key highlights, and our interactive features (such as comments and notifications) enable teams to interact and collaborate with minimal effort.
Who is it for?
Accountants, bookkeepers, company executives, founders, board members, investors, partners, managers, controllers, and others use ReportAmigo to easily stay on top of and interact around company financials.
What are some of its features?
How does it work?
ReportAmigo seamlessly integrates with accounting systems and other third-party cloud applications (such as QuickBooks and Xero) to automatically collect financial information about organizations you connect it with.
It then lets you share reports with stakeholders over email and text messaging, helps you communicate with them in groups, and measures their engagement.
How much does it cost?
ReportAmigo is available through a variety of flexible month-to-month subscriptions plans. All our plans include a 7 days free trial and email support directly from the founders.
You can upgrade, downgrade, and cancel anytime.
Please check out our plans page to learn more about the different subscription plans we have available.
Which reports can ReportAmigo send?
ReportAmigo can currently run and send the following reports.
For QuickBooks organizations:
For Xero organizations:
Can I review or annotate reports before they're sent out?
Yes, ReportAmigo enables you to Review and Annotate reports before they're ever sent out to other recipients, cancel reports, re-run schedules, and more.
Does ReportAmigo support Xero's tracking categories?
Yes, ReportAmigo supports tracking categories.
When an organization has tracking categories configured on Xero, ReportAmigo pulls them automatically and makes them available as report options. In addition, you can also request ReportAmigo to refresh tracking categories manually shall you ever need it.
Does ReportAmigo support QuickBooks's Department/Location and Classes?
Yes, ReportAmigo supports QuickBooks Department/Location and Classes.
When an organization has Department/Location and/or Classes configured on QuickBooks, ReportAmigo pulls them automatically and makes them available as report options. In addition, you can also request ReportAmigo to refresh them manually shall you ever need it.
Does ReportAmigo support cash-basis reporting?
Yes, ReportAmigo supports cash-basis reporting for key reports such as the Profit And Loss, Balance Sheet, Budget vs. Actual, and Trial Balance statements.
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses. It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
Find out more or try Xero Accounting Software for free.
Have a different question?
Please get in touch, we'd love to hear from you!