ReportAmigo - FAQ


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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?

ReportAmigo can:

  • Seamlessly connect to one or more QuickBooks and Xero organizations
  • Schedule daily, bi-weekly, weekly, monthly, and quarterly reports
  • Produce interactive, cloud based reports with charts, comments, and notifications
  • Distribute the reports among contact groups through email & text messages
  • Measure engagement and access historical reports

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:

  • Key Trends (Profitability, Liquidity, and Equity)
  • Profit And Loss
  • Balance Sheet
  • A/P Aging Summary
  • A/R Aging Summary
  • Cashflow Statement
  • General Ledger
  • Trial Balance

For Xero organizations:

  • Key Trends (Profitability, Liquidity, and Equity)
  • Cashflow Forecast
  • Executive Summary
  • Profit And Loss
  • Actual vs. Budget
  • Balance Sheet
  • Bank Summary
  • Aged Receivables
  • Aged Payables
  • Bank Statement
  • Trial Balance
  • Budget Summary

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 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.

How do I connect ReportAmigo with QuickBooks?

To connect ReportAmigo with QuickBooks, simply sign up to ReportAmigo and then click on the "Connect with QuickBooks" button.

To learn more about how ReportAmigo works with QuickBooks, check out our documentation.

How do I connect ReportAmigo with Xero?

To connect ReportAmigo with Xero, simply sign up to ReportAmigo and then click on the "Connect with Xero" button.

To learn more about how ReportAmigo works with Xero, check out our documentation.

Have a different question?

Please get in touch, we'd love to hear from you!