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Your accountant asks for a P&L. Your bank wants a balance sheet. An investor requests cash flow data. If you don’t know what these reports show — or can’t produce them quickly — it’s a problem. Pluvel generates these reports automatically from your transaction data. No manual spreadsheets, no guessing. When someone asks for your financials, you have them.

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Core financial reports

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Profit & Loss (Income Statement)

Shows revenue minus expenses over a period. What it tells you:
  • Are you profitable?
  • Where does money come from?
  • Where does money go?
Key sections:
  • Revenue — Money earned from sales and services
  • Cost of Goods Sold — Direct costs of producing goods
  • Gross Profit — Revenue minus COGS
  • Operating Expenses — Overhead costs
  • Net Income — Bottom line (profit or loss)
View Profit & Loss report →

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Balance Sheet

Shows what you own, what you owe, and your equity at a specific point in time. What it tells you:
  • Company’s financial position
  • Available cash and assets
  • Outstanding debts
  • Owner’s stake
Key sections:
  • Assets — Cash, receivables, equipment, inventory
  • Liabilities — Payables, loans, credit cards
  • Equity — Owner’s investment plus retained earnings
The equation: Assets = Liabilities + Equity View Balance Sheet →

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Cash Flow Statement

Shows how cash moved in and out of the business. What it tells you:
  • Why cash changed
  • Operating vs investing vs financing activities
  • Future cash needs
Key sections:
  • Operating activities — Cash from business operations
  • Investing activities — Equipment purchases, asset sales
  • Financing activities — Loans, owner contributions/draws
View Cash Flow Statement →

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Run a report

1

Go to Reports

Click Reports in the sidebar.
2

Select a report

Choose from the available reports.
3

Set the date range

  • Profit & Loss: Use a period (month, quarter, year)
  • Balance Sheet: Use a specific date
  • Cash Flow: Use a period
4

Customize (optional)

  • Filter by class or location
  • Compare to prior period
  • Show/hide detail
5

Export

  • PDF — For sharing or printing
  • Excel — For further analysis
  • CSV — For importing elsewhere

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Report accuracy

Your reports are only as accurate as your underlying data. For accurate reports:
  • Categorize all transactions
  • Reconcile bank accounts regularly
  • Record all invoices and bills
  • Close out periods when complete
Uncategorized transactions appear in a suspense account and can distort your reports. Categorize everything.

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Sharing with your accountant

To share reports:
  1. Export as PDF or Excel
  2. Email to your accountant
Or invite your accountant to Pluvel:
  1. Go to Settings → Team
  2. Add them with Viewer or Admin access
  3. They can run reports directly

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Report period comparison

Compare performance across periods:
  1. Run a report
  2. Click Compare
  3. Select prior period (same month last year, prior quarter, etc.)
  4. View side-by-side with variance
This helps you spot trends and anomalies.

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Using reports for taxes

Your accountant or tax software needs: Export reports for your tax year (January 1 - December 31 for calendar year).

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What’s next

Profit & Loss

Deep dive into the P&L report.

Balance Sheet

Understand your financial position.