Frequently asked questions

NetReport produces tailor-made management accounts for small businesses. Each month you send us a raw export from your accounting software or till system. We clean it, structure it, and turn it into a written report built around your business: where your profit comes from, your break-even figure, your cash position in the weeks ahead, the KPIs you care about, and plain-English commentary on what it all means.

Those tools connect directly to your accounting software and visualise whatever's in there. If your accounts have errors (and most do), they'll visualise those too. NetReport cleans and structures the data first, then a person analyses it and writes up what it means for your business. You get answers, not just charts, and figures you can actually trust rather than three years of miscategorised transactions displayed faithfully.

We work from exports, not live integrations, so we're compatible with any software that can export data: Xero, QuickBooks, Sage, FreeAgent, or a manual spreadsheet. We'll let you know exactly what to export on our intro call.

You can scroll through a sample on our homepage. Every report includes your headline figures with six-month trends, profit by site, your break-even figure, your cash position over the coming weeks, your biggest costs, and the KPIs you choose. Profit by service or product can be added on. It all comes with written commentary on what changed, why, and what to look at next.

No. Most financial software gives you a generic view: revenue, costs, and a profit figure. That works if your business is straightforward, but it rarely tells you what actually drives performance. NetReport is built around your business, not a one-size-fits-all template. We start with a conversation about what you actually want to understand, and build the report around that.

That depends on your business. A restaurant might want revenue per cover and labour as a percentage of revenue. A retailer might track gross margin by product line or average order value. A service business might care about billable hours as a percentage of capacity. As part of your setup, we work with you to identify the metrics that are genuinely useful and include them in your report each month. You choose what you want to see.

Tools like Xero, QuickBooks, and most reporting add-ons connect directly to your accounts and display whatever is in there. If your data has errors, they display those too. They also apply a standard structure to every business, which means the view you get is built for the average company, not yours. NetReport cleans the data first, then structures it around how your business actually works. The result is a report you can trust that answers the questions you actually have.

Yes. As your business evolves, your report evolves with it. If you want to start tracking a new metric, add a product line, or restructure how costs are categorised, we update the report to reflect that. It is not a fixed template you are locked into.

We start with a free Financial Health Check or Hidden Profit Review, and a 20-minute call to understand your business and confirm pricing. After that, we ask for a data export and typically have your first report ready within a few working days. From then on, a new report arrives every month.

No. We work from exported files only and never ask for login credentials to your accounting software, bank, or any other system. You export the data, share it with us securely, and we handle everything from there.

Messy accounts are exactly the situation NetReport is built for. The cleanup and structuring is the job. Common issues we handle include: clearing accounts miscategorised as revenue, deposits counted as income, VAT muddled in, and ad-hoc expenses that haven't been categorised. We'll flag anything that needs your attention and work with what we have.

Each month you send us your latest data export. We clean it, check for any changes in structure or categorisation, and produce your written report with commentary on the numbers. If you have questions about it, just reply and we'll answer them.

The Financial Health Check (normally from £295) and Hidden Profit Review (normally from £495) are both free until 31 December 2026. Monthly reports start from £249 a month, depending on how many sites you run, how tidy your data is, and any extra analysis you want. We confirm your exact price on a free call before you commit to anything.

Yes. There's no long-term contract. We ask for reasonable notice (typically one month) so we can close things off cleanly, but you're not locked in.

We aim for directional accuracy: figures that are reliable enough for management decisions, not penny-perfect statutory accounts. We're transparent about anything uncertain, and every output carries a note confirming it's management information only, not a substitute for your accountant or auditor.

We flag it. If we spot something that looks like a structural error, a miscategorisation, or an unusual movement, we'll highlight it in the report rather than silently include it. You stay informed about what's solid and what needs a closer look.

No, and we're upfront about that. NetReport fills the gap between your accountant (who handles your annual filings) and your day-to-day need for financial clarity. We handle management information. Your accountant handles statutory compliance, tax, and anything regulated. You need both.