KLOXA · Reports and analysis
How did the month go?
The answer is already waiting.
Every invoice, receipt and expense is already in the reports. Pick a month and see right away what changed vs. the previous month and vs. last year - and from any amount, go straight to the document behind it.
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One month, in numbers
From the morning coffee
to the decision for next month.
This is how one morning goes at a bike shop, with the question every business owner asks. The answer is already there, with nothing to gather.
How much came in?
Vs. August, and vs. last September.
Pick last month and see how much you're up or down, in shekels and in percent - against the previous month and against the same month last year.
Documents and invoices
Where did the money come from?
Down to the last shekel.
See sales by product, by customer or by document type. Even a sale recorded without a product or without a customer is counted on its own line, so the total always adds up.
Services and products
How much do you need to bring in
this month to cover your expenses?
Based on your expenses in recent months, you know how much you need to bring in to cover the month. And mid-month you can already see how much has come in and how much is still missing.
Expenses and suppliers
Ruti walked in with her bike.
You already know what she owes.
See how much is open for each customer and since when. Tap the amount and you get to the invoice itself, with no searching.
Customers
The accountant's report
goes out tomorrow, when you set it.
Choose the frequency, day and recipients. On the date you set, the income report and the expense report are sent to you and your accountant, every month or every two months, matching your VAT reporting. What gets sent is exactly what you see on screen.
Bookkeeping and accounting
In the system
All the reports in one place.
From any amount, to the document.
Income, sales, expenses, team, bookkeeping and who did what - pick a period and see.
Behind one number
What you'd put together in the evening.
Already put together.
A comparison you can trust
When the previous period had nothing, we don't invent a percentage - only the amount is shown.
From any number to the invoice
Tap an amount in profit and loss or in the balance sheet, and you get to the document behind it.
No sale disappears
What was recorded without a customer or without a product is counted on its own line, and you can filter by it.
The file matches the screen
The same rows and the same filter, and the report says what you filtered by.
You decide who sees what
An employee can see an attendance report without seeing pay, and a list with full phone numbers and emails goes out only to whoever you approved.
Hours you can copy without mistakes
Hours for the accountant go out as 8.50, not 8:30, so you can key them into payroll without converting minutes.
The answers that matter
Everything you want to know about the business.
With the way back to the document.
From the money coming in to who did what in the business.
- Income vs. the previous period
- Sales by product and customer
- Payments received
- Tax advances
- Expenses by category and supplier
- Break-even point
- Profit and loss
- Balance sheet
- Open debts by date
- Account ledger
- VAT report
- Attendance and overtime
- Pay slips
- Who did what
- From any amount to the document
How does the comparison work?
Pick a period and turn on the comparison. You see it against the period before and against the same period last year, in shekels and in percent. A full year is compared with the year before.
Is the report that goes out the same as what I saw on screen?
Yes. The screen, the Excel file and the printable report show exactly the same data, for the same period and with the same filter.
How do I know how much I need to bring in to cover my expenses?
It's the amount you need to bring in each month to cover all your expenses, including those that grow when you sell more. It's calculated from your recent months, up to three - even for a business that has only been open for a month.
Can the report reach my accountant without me remembering to send it?
Yes. Once you choose the frequency, day and recipients, your accountant gets a package with the documents, the expenses and their photos, and a summary of pay and hours. You can also schedule the income and expense report every month or every two months, matching your VAT reporting.
Who can run reports?
Whoever you decide. For each report you can set who sees it, and that applies to the downloaded file too.
Stop guessing
how the month went.
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