Professional Financial Reporting — Without the Manual Work

bp-Reports transforms accounting data into clean, client-ready financial presentations automatically — so you can focus on insight, not formatting.

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The Problem — Financial Statement Generators Haven't Changed in 50 Years

The Chart of Accounts Is Already Deciding Your Reports

  • Account sequencing must match the system's own P&L and Balance Sheet layout
  • Cash flow reporting limited to whatever the system supports
  • Charts and graphs — limited to canned options
  • System reports get copied and pasted into Excel templates
  • Hosted apps require the same Chart of Accounts to be mapped and maintained

Even people who know nothing about accounting know what a real financial statement looks like — a polished set of statements is the mark of a professional.

But every path to producing one starts in the same place: the Chart of Accounts — arranging accounts and mapping them to summary lines. That's true whether you're building an Excel template or paying for a hosted reporting app.

Excel gives you more flexibility and formatting control, but that means copying, pasting and validating system reports by hand — every client, every period. Hosted apps hide that manual work behind a nicer interface, but they don't eliminate it. You're still mapping and maintaining the same Chart of Accounts underneath; you're just paying a subscription for it.

The bp-Reports Solution

One Framework, Every Client

  • Independent of any single company's Chart of Accounts
  • Fully automated — no manual rebuild each period
  • The same structure works for every client, every time
  • Professionally formatted, presentation-ready output
  • Visuals for every report

Because the structure doesn't depend on any one client's Chart of Accounts, there's nothing to rebuild when you take on a new client, and nothing to patch when an account changes.

The same framework that works for your largest client works for your smallest — accountants get their time back, and bookkeepers get output that looks like it came from a CFO's office. And unlike a hosted app, there's no Chart of Accounts mapping to maintain in the first place.

How It Works

Step 1

Connect your books

Connect QuickBooks Online directly, or upload a trial balance from any accounting system.

Step 2

Generate the report

P&L, Balance Sheet, and Cash Flow — Trend or Comparative views, plus a full set of charts and graphs — built directly in Excel, ready in seconds.

Step 3

Share it with your client

Formatted, consistent, and presentation-ready — no rebuilding the same template every month.

Who It's For

Even after automating transaction processing, reconciliations and adjustments, the need for human review never goes away. bp-Reports is built for that review — turning it into the same structured, reliable output, no matter who's doing it.

CPA Firms, Fractional Controllers and Accountants

The bp-Reports universal reporting framework is consistent, reliable and comparable for every client, regardless of their accounting system or how their COA is arranged.

  • Standardize reporting across your entire client portfolio
  • Streamline employee training and collaboration
  • Replace report templates with one-step reporting
  • Simplify book-to-tax review and reconciliation
  • Benchmark clients against each other on the same structure

Bookkeepers and Accountants

Deliver the same polished, structured financials a CPA firm would — no new tools to learn, no extra training required.

  • Standardize your review process across every client
  • Bypass the Chart of Accounts — no system reports to reconcile
  • Review, reconcile, adjust and repeat directly from client financials
  • Catch problems early with visuals built to highlight what needs attention
  • Produce tax-ready packages without reformatting

Simple, Per-Entity Pricing

$40 per entity, per month — unlimited users included, cancel anytime, no setup fees, no long-term contracts.

Sign up now and receive a 60-day, no-obligation trial subscription — try it on your own data before you commit.

Support

Support is included at no charge. Questions about setup, your data, or anything in your reports — reach out any time at support@bp-reports.com.

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