Data-Driven Decisions for Your Business
From monthly revenue to FBR tax summaries — get the insights you need to grow your clearing business. Key reports export to CSV.
Monthly Sales Analysis
See how much revenue each client generates, month by month. Identify your top clients and spot trends in your business.
- Revenue breakdown by client
- Month-over-month comparison
- Service charges vs expenses analysis
- Client ranking by revenue
- Filterable date ranges
FBR Sales Tax Summary
Generate ready-to-file sales tax summaries for FBR. All tax amounts are pre-calculated and organized by month.
- Monthly tax liability summary
- Breakdown by taxable service and expense type
- FBR filing period alignment
- Export to CSV for accountant handoff
- Historical summaries for audit trail
Financial Reports
Trial Balance and Balance Sheet reports give you a complete picture of your financial position. Track assets, liabilities, and equity across all accounts.
- Trial Balance with date range filtering
- Balance Sheet (Assets = Liabilities + Equity)
- Retained earnings auto-calculated
- Revenue overview with monthly trends
- Chart of Accounts integration
Why Teams Choose This Feature
Know Your Numbers
Revenue, expense, and profit visibility across your entire operation.
FBR Ready
Pre-formatted sales tax summaries save hours of manual preparation each month.
Export to CSV
Profit & Loss, sales tax, Bill Bunch, Trial Balance, General Ledger and client ledger reports export to CSV for use in Excel or accounting software.
Frequently Asked Questions
- Can I export reports to Excel?
- Yes, for the key reports. Profit & Loss, Sales Tax Summary, Sales Tax Analysis, Bill Bunch, Trial Balance, General Ledger and the client ledger export to CSV, which opens directly in Microsoft Excel, Google Sheets, or any spreadsheet application.
- Are the tax summaries compatible with FBR filing?
- Yes. Sales tax summaries are organized by FBR filing periods with all required breakdowns. You can export and use them directly for your monthly FBR sales tax return.
Related Features
Client and Sales Tax Invoices in One Click
Compliant client and sales tax invoices with digital submission.
Learn moreComplete Office Accounting Built In
Chart of Accounts, vendors, office expenses, bank accounts, and financial reports.
Learn moreKnow Every Client Inside Out
Client profiles, running ledger, NTN verification, and self-service portal.
Learn moreReady to streamline your operations?
Get started today — ClearAgent is completely free. No credit card, no time limit.