Cointab reports
Build finance reports once. Run them every period.
Bring data together, prepare it, build the report, and reuse the same reporting logic every period.
From raw data to repeatable, audit-ready finance reporting.
Build the report once
Prepare
Calculate
Structure
Trusted by finance teams across industries
Finance reporting still depends heavily on Excel
Repetitive
The same preparation and reporting work happens every reporting cycle.
Fragile
Complex formulas, pivots, and linked files become difficult to maintain.
Dependent
Reports often rely on the person who originally built the spreadsheet or data model.
The report changes less than the data — but finance teams keep rebuilding both.
Turn recurring reports into reusable workflows
Bring data together
Files • Reconciliation data • Other reports
Build the report
Prepare • Calculate • Structure
Run repeatedly
New period • New data • Same report logic
Configure once. Reuse every period.
One report. Multiple data sources.
Uploaded files
CSV • XLS • XLSX
Reconciliation data
Reuse data already available in Cointab.
Other reports
Build reports using the output of existing Cointab reports.
Work with the finance data you already have — without waiting for a new data warehouse or integration project.
Prepare data without rebuilding Excel
Add records
Combine similar data from multiple sources.
Add fields
Bring additional information into existing records.
Calculated columns
Create the fields you need for reporting.
AI-assisted formulas
Describe the calculation you need and review the resulting formula.
Get reporting data ready without building another chain of spreadsheet formulas.
Flexible enough for finance reporting
From detailed schedules to management summaries.
See your report take shape as you build
Add data, calculations, filters, rows, columns, or values — and see the report update as you work.
Live report preview
Report configuration
Rows
Account group
Columns
Period
Values
Amount
Filters
Entity = India
Know what you are building before you run the full report.
Build the reports your finance team already prepares
Or build your own report around the data, calculations, and structure your business needs.
Stop rebuilding the same report
The report logic stays reusable. Only the period data changes.
Automate recurring reporting when you need to
Start with files and a reusable report workflow. Once the process is established, automate recurring data retrieval and report runs.
Collect data
Email • SFTP • API
Run automatically
Daily • Weekly • Monthly
Review in Cointab
Completed reports and underlying data stay available for finance review and export.
Build the reporting workflow first. Automate the repetitive parts when you are ready.
See the report — and the data behind it
Final report
See the report exactly as configured.
Underlying data
Review the prepared records used to generate the report.
Value details
Drill into important amounts to understand how they were calculated.
Every important number stays explainable.
From Cointab to Excel
Workbook export
finance-report.xlsx
Final report
Underlying data
Calculation details
Run details
Review, share, and archive in the format finance teams already use.
Reporting without the BI learning curve
No coding
Build reports without SQL or custom scripts.
Finance-friendly
Work with familiar fields, filters, calculations, rows, and columns.
Transparent
See which data is being used and how important values are calculated.
Reusable
Run the same report logic again for the next period.
Powerful enough for finance reporting. Simple enough for finance teams to own.
AI where it removes spreadsheet work
Create formulas
Describe the calculation you need.
Build calculated fields
Create fields required to prepare and report on your data.
Review before using
See and edit the generated formula before applying it.
AI assists the calculation. Finance decides what the report means.
Build reporting workflows finance can own
Less repetitive Excel work
No complex BI setup
Transparent calculations
Reusable every period
Simple to build. Easy to review. Ready to repeat.
Built for real finance teams
“As a long-time user of the Cointab Tool, I have experienced firsthand the exceptional value and efficiency it brings to our D2C reconciliation processes. Before implementing Cointab, our reconciliation procedures were time-consuming and prone to errors. However, since adopting Cointab Tool, our reconciliation process has been completely transformed. The software's intuitive interface and powerful features have streamlined our workflow, allowing us to reconcile transactions swiftly and accurately. I wholeheartedly recommend Cointab to any D2C organization seeking a comprehensive and user-friendly solution for their reconciliation needs.”
Simple monthly plans
Starter
—
/ month
Growth
—
/ month
Professional
—
/ month
Enterprise
—
/ month
Plans scale with the data and reporting needs of your finance team.