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Financial Report Generator | Zoho Books

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109.4-109.4zm.6 623.4h-.6C109 964 59.9 914.9 59.9 854.6V580.8H280v273.8c0 60.3-49.1 109.4-109.4 109.4h-.7zm794.2-210c0 115.8-94.2 210.1-210.1 210.1H299.8c25-29.5 40.2-67.7 40.2-109.4V170c0-60.7 49.4-110 110-110h514.1v694z"/><path class="st0" d="M490 580.8h323.5c16.6 0 30-13.4 30-30s-13.4-30-30-30H490c-16.6 0-30 13.4-30 30s13.4 30 30 30zm0 180.1h323.5c16.6 0 30-13.4 30-30s-13.4-30-30-30H490c-16.6 0-30 13.4-30 30s13.4 30 30 30z"/></g></svg> <span>Billing</span> </div> <ul class="sub-tools"> <li> <a href="https://www.zoho.com/invoice/free-invoice-generator.html"> Invoice Generator </a> </li> <li> <a href="https://www.zoho.com/invoice/free-estimate-generator/"> Quote Generator </a> </li> <li> <a href="https://www.zoho.com/invoice/free-receipt-generator.html"> Create Receipts </a> </li> <li> <a href="https://www.zoho.com/subscriptions/free-revenue-forecast/"> Revenue Forecaster </a> </li> </ul> </li> <li class="nav-sub-header"> <div class="nav-product-logo"> <svg version="1.1" 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22.5-22.5s-10.1-22.5-22.5-22.5H262.2c-12.5 0-22.5 10-22.5 22.5z"/><path class="st1" d="M981.4 904.6c-9.8-17.6-28.5-28.6-48.7-28.6h-94.2V66.9c0-14.9-5.8-28.8-16.3-39.3-10.5-10.5-24.5-16.3-39.4-16.3H144.2c-14.8 0-28.8 5.8-39.3 16.3C94.3 38 88.5 52 88.5 66.9v831.6c0 65.4 53.2 118.6 118.6 118.6h672.2c20.1 0 40.1-5.2 57.7-15s32.5-24.1 43.1-41.2c10.8-17.4 11.2-38.4 1.3-56.3zm-703.1 12.6c-8.5 32.3-37.8 54.9-71.2 54.9-40.6 0-73.6-33-73.6-73.6V66.9c0-5.9 4.8-10.6 10.6-10.6H783c3.8 0 6.4 2 7.5 3.1 1.2 1.2 3.1 3.7 3.1 7.5V876H331.2c-24.9.1-46.7 17.1-52.9 41.2zm663.5 20c-13.5 21.9-36.9 34.9-62.6 34.9H300.1c10-12.6 17.5-27.3 21.7-43.5v-.2c1.1-4.3 5-7.4 9.4-7.4h601.4c5.7 0 8.4 3.8 9.3 5.5 1.3 2.1 2.8 6.1-.1 10.7z"/></svg><span>Finance & Payroll</span> </div> <ul class="sub-tools"> <li > <a href="/in/books/free-gst-calculator"> India GST Calculator </a> </li> <li > <a href="/uk/books/free-tools/vat-calculator"> UK VAT Calculator </a> </li> <li > <a href="/uk/books/free-tools/flat-rate-calculator/"> 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href="https://www.zoho.com/in/payroll/free-eps-pension-calculator/"> EPS Pension Calculator </a> </li> <li> <a href="https://www.zoho.com/ae/payroll/gratuity-calculator/"> Gratuity Calculator </a> </li> <li> <a href="https://www.zoho.com/in/payroll/statutory-bonus-calculator/"> Statutory Bonus Calculator </a> </li> <li> <a href="https://www.zoho.com/in/payroll/hra-exemption-calculator/"> HRA Exemption Calculator </a> </li> </ul> </li> <li class="nav-sub-header"> <div class="nav-product-logo"> <svg data-name="Layer 1" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1024 1024"><defs><style>.cls-1{opacity:.9}.cls-2{fill:#ffff}</style></defs><g class="cls-1"><path class="cls-2" d="M263.6 865.74a30 30 0 0 1-29.51-24.8L104.55 106.26a36.37 36.37 0 0 0-25.09-28.5l-57.87-18A30 30 0 1 1 39.41 2.47l57.87 18a96.15 96.15 0 0 1 66.36 75.37l129.54 734.68a30 30 0 0 1-24.33 34.76 30.38 30.38 0 0 1-5.25.46Z"/></g><g class="cls-1"><path class="cls-2" d="M406.26 965.63a30 30 0 0 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67.11a364.1 364.1 0 0 1-46.19-31.89c-34.76-28.11-66-63.25-92.75-104.45-54.26-83.49-87.1-186.07-95-296.69a781 781 0 0 1-4.7-86c0-106.25 21-206.61 59.18-282.6 13.37-26.62 28.41-49.39 44.77-68ZM644.8 397.33h289.12a30.05 30.05 0 0 0 29.88-32.76c-7.2-82.89-28.71-158.22-60.55-212.12-28.86-48.84-63.63-75.74-97.9-75.74-18.54 0-37.07 7.69-55.08 22.86-19.35 16.3-37.78 41.23-53.27 72.09-30.52 60.76-48.74 139.99-52.2 225.67Z"/></g><g class="cls-1"><path class="cls-2" d="M434.18 457.33H211.72a30 30 0 1 1 0-60h222.46a30 30 0 0 1 0 60Z"/></g><g class="cls-1"><path class="cls-2" d="M325.5 607.38H218.05a30 30 0 0 1 0-60H325.5a30 30 0 0 1 0 60Z"/></g><g class="cls-1"><path class="cls-2" d="M448.18 307.38H238.72a30 30 0 0 1 0-60h209.46a30 30 0 0 1 0 60Z"/></g></svg><span>Expense</span> </div> <ul class="sub-tools"> <li> <a href="https://www.zoho.com/expense/expense-report-generator/"> Expense Report Generator </a> </li> <li> <a href="https://www.zoho.com/us/expense/per-diem-calculator/"> Per diem calculator </a> </li> </ul> </li> </ul> </div> <header style="display: block;"> <div class="free-tool-header-top-band no-print"> <div class="free-tool-header-left"> <div><img src="/books/images/more.svg" class="free-tool-header-more-band" onclick="toggleNavBar()" alt="navbar expand icon"></div> <div class="zoho-title-wrapper"> <span style="font-weight: 600"> Financial Report Templates </span> <a class="header-sub-heading" href="/books/?plan_type=free&utm_source=freetools&utm_medium=backlink&utm_campaign=freeplan" aria-label="zf logo"> By Zoho Books </a> </div> <div class="signupnow-button cta-btn"> <a class="signupnow-button-a" href="/books/signup/?plan_type=free&utm_source=freetools&utm_medium=cta&utm_campaign=freeplan"> SIGN UP FOR FREE TRIAL </a> </div> <a class="check-zoho-books" href="/books/?plan_type=free&utm_source=freetools&utm_medium=backlink&utm_campaign=freeplan"> Check out Zoho Books </a> </div> </div> </header> <main> <div class="body-container"> <div class="page-background"> <section class="dashboard-container homepage-dashboard" style="padding-bottom: 400px;"> <div class="dashboard"> <h1 class="generator-header">Free financial report <span class="generator-color">templates</span></h1> <p>A financial report, also called a financial statement, is a formal record that depicts the financial position of a business at any given point in time. There are three vital financial reports that every business must generate to gauge its financial performance over the fiscal year.</p> </div> </section> <section class="supported-reports"> <div class="uni-features-list report-container"> <div class="uni-feature report-generator"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 330.97 317.74"><g id="a14b5f88-8986-412f-a07e-9cbe146f107b" data-name="Layer 2"><g id="ba2f992e-8499-4d91-ab14-dea3652bbda3" data-name="Layer 1"><path d="M0,36.47V317.74H226.24V37Z" fill="#ceecf7"/><polygon points="263.89 63.96 263.89 283.77 37.65 283.77 37.65 2.5 200.82 2.5 200.82 63.96 263.89 63.96" fill="#fff"/><path d="M166.63,286.27h-129a2.5,2.5,0,0,1-2.5-2.5V2.5A2.5,2.5,0,0,1,37.65,0H200.82a2.5,2.5,0,0,1,0,5H40.15V281.27H166.63a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><polygon points="200.82 2.5 200.82 63.96 263.89 63.96 200.82 2.5" fill="#f9ebdd"/><path d="M263.89,66.46H200.82a2.5,2.5,0,0,1-2.5-2.5V2.5A2.51,2.51,0,0,1,202.57.71l63.06,61.46a2.5,2.5,0,0,1-1.74,4.29Zm-60.57-5h54.42l-54.42-53Z" fill="#0a4c70"/><path d="M231.32,102.69H131.86a2.5,2.5,0,0,1,0-5h99.46a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M182.33,48.94H131.86a2.5,2.5,0,0,1,0-5h50.47a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M156,248.58H71.09a2.49,2.49,0,0,1-2.5-2.5V137a2.5,2.5,0,0,1,2.5-2.5h89.47a2.5,2.5,0,0,1,0,5h-87V243.58H156a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M122.14,247.9a2.5,2.5,0,0,1-2.5-2.5V137.09a2.5,2.5,0,0,1,5,0V245.4A2.49,2.49,0,0,1,122.14,247.9Z" fill="#0a4c70"/><path d="M93.14,104.2H67a2.5,2.5,0,0,1,0-5H93.14a11.5,11.5,0,0,0,0-23H82.28a16,16,0,0,1,0-32h27.63a2.5,2.5,0,0,1,0,5H82.28a11,11,0,0,0,0,22H93.14a16.5,16.5,0,0,1,0,33Z" fill="#0a4c70"/><path d="M89.11,114.83a2.5,2.5,0,0,1-2.5-2.5V31.91a2.5,2.5,0,1,1,5,0v80.42A2.5,2.5,0,0,1,89.11,114.83Z" fill="#0a4c70"/><circle cx="273.71" cy="176.82" r="7.65" fill="#fff"/><path d="M273.71,186.47a9.65,9.65,0,1,1,9.65-9.65A9.66,9.66,0,0,1,273.71,186.47Zm0-15.3a5.65,5.65,0,1,0,5.65,5.65A5.66,5.66,0,0,0,273.71,171.17Z" fill="#647ce2"/><circle cx="251.02" cy="211.18" r="78.05" fill="#647ce2"/><path d="M253,293.38a80.53,80.53,0,1,1,57-137.46l-3.54,3.53A75.52,75.52,0,1,0,326.13,232l4.84,1.26a80.48,80.48,0,0,1-78,60.17Z" fill="#0a4c70"/><path d="M282,186.34H220.14a3,3,0,0,1,0-6H282a3,3,0,0,1,0,6Z" fill="#fff"/><path d="M251.07,255.89a3,3,0,0,1-3-3V169.48a3,3,0,1,1,6,0v83.41A3,3,0,0,1,251.07,255.89Z" fill="#fff"/><path d="M288.09,255.89h-74a3,3,0,0,1,0-6h74a3,3,0,1,1,0,6Z" fill="#fff"/><path d="M297.92,223.42a3,3,0,0,1-2.76-1.81L282,191.1l-13.39,30.53a3,3,0,1,1-5.49-2.41l16.16-36.84a3,3,0,0,1,2.75-1.8h0a3,3,0,0,1,2.74,1.81l15.88,36.84a3,3,0,0,1-1.57,4A3.11,3.11,0,0,1,297.92,223.42Z" fill="#fff"/><path d="M281.89,239.53a19,19,0,0,1-19-19,3,3,0,0,1,3-3h32a3,3,0,0,1,3,3A19,19,0,0,1,281.89,239.53Zm-12.67-16a13,13,0,0,0,25.35,0Z" fill="#fff"/><path d="M236.16,223.42a3,3,0,0,1-2.75-1.81L220.26,191.1l-13.39,30.53a3,3,0,1,1-5.49-2.41l16.16-36.84a3,3,0,0,1,2.74-1.8h0a3,3,0,0,1,2.75,1.81l15.88,36.84a3,3,0,0,1-1.57,4A3.12,3.12,0,0,1,236.16,223.42Z" fill="#fff"/><path d="M220.14,239.53a19,19,0,0,1-19-19,3,3,0,0,1,3-3h32a3,3,0,0,1,3,3A19,19,0,0,1,220.14,239.53Zm-12.67-16a13,13,0,0,0,25.34,0Z" fill="#fff"/></g></g></svg> <h3 class="uni-feature-heading">The balance sheet</h3> <p class="description">The balance sheet is a key financial statement that provides details about a company&#39;s assets, liabilities and shareholder&#39;s equity at any point in time. By comparing two or more balance sheets from different points in time, a company can know how much it has grown, making the balance sheet an excellent indicator of business growth.</p> <div class="generate-now"> <a class="generate-now-btn" href="/books/balance-sheet-template.html">GENERATE AND DOWNLOAD &nbsp; <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 72.75 129.14"><g data-name="Layer 2"><g data-name="Layer 1"><polygon points="7.78 129.14 0 121.36 57.19 64.17 0.8 7.78 8.57 0 72.75 64.17 7.78 129.14" fill="#fff"/></g></g></svg> </a> </div> </div> <div class="uni-feature report-generator"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 347.77 326.91"><g id="e60b5a6e-92d9-4a1a-afaf-c27333bc403c" data-name="Layer 2"><g id="b5a7d7ea-354d-4529-9419-d93c4798bf44" data-name="Layer 1"><path d="M0,28.87V310.14H226.24V29.43Z" fill="#c3eee7"/><polygon points="38.48 2.5 38.48 282.24 76.27 260.01 114.07 282.25 151.86 260.01 189.66 282.25 227.45 260.02 265.25 282.26 265.25 2.5 38.48 2.5" fill="#fff"/><path d="M189.66,284.75a2.55,2.55,0,0,1-1.27-.34l-36.53-21.5L115.34,284.4a2.51,2.51,0,0,1-2.54,0L76.27,262.91,39.74,284.4A2.5,2.5,0,0,1,36,282.24V2.5A2.5,2.5,0,0,1,38.48,0H265.25a2.5,2.5,0,0,1,2.5,2.5v142a2.5,2.5,0,1,1-5,0V5H41V277.87l34-20a2.49,2.49,0,0,1,2.53,0l36.53,21.49,36.53-21.48a2.49,2.49,0,0,1,2.53,0l37.8,22.24a2.5,2.5,0,0,1-1.27,4.65Z" fill="#0a4c70"/><circle cx="267.73" cy="244.67" r="78.05" fill="#647ce2"/><path d="M194.65,51.15H65.55a2.5,2.5,0,0,1,0-5h129.1a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M216.65,100.45H87.55a2.5,2.5,0,0,1,0-5h129.1a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M216.65,149.75H87.55a2.5,2.5,0,0,1,0-5h129.1a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M155,199.05H87.55a2.5,2.5,0,0,1,0-5H155a2.5,2.5,0,0,1,0,5Z" fill="#0a4c70"/><path d="M269.73,326.91a80.55,80.55,0,1,1,57-137.51,2.5,2.5,0,0,1-3.54,3.54,75.49,75.49,0,1,0,19.7,72.5,2.5,2.5,0,0,1,4.84,1.25,80.61,80.61,0,0,1-78,60.22Z" fill="#0a4c70"/><path d="M275,271.33H248.85a2.5,2.5,0,1,1,0-5H275A9.15,9.15,0,0,0,275,248H260.49a14.15,14.15,0,0,1-14.14-14.14v-1.75A14.16,14.16,0,0,1,260.49,218h26.12a2.5,2.5,0,0,1,0,5H260.49a9.16,9.16,0,0,0-9.14,9.15v1.75a9.15,9.15,0,0,0,9.14,9.14H275a14.15,14.15,0,0,1,0,28.29Z" fill="#fff"/><path d="M268.48,223a2.49,2.49,0,0,1-2.5-2.5V202.85a2.5,2.5,0,0,1,5,0V220.5A2.49,2.49,0,0,1,268.48,223Z" fill="#fff"/><path d="M268.48,289a2.49,2.49,0,0,1-2.5-2.5V268.83a2.5,2.5,0,1,1,5,0v17.66A2.5,2.5,0,0,1,268.48,289Z" fill="#fff"/></g></g></svg> <h3 class="uni-feature-heading">The income statement</h3> <p class="description">The income statement is also called the profit and loss statement, statement of operation, statement of financial result or income, or earnings statement. It is a picture of a company&#39;s income and expenditure. The income statement indicates whether a company has made a profit or loss for a given period.</p> <div class="generate-now"> <a class="generate-now-btn" href="/books/income-statement-template.html">GENERATE AND DOWNLOAD &nbsp; <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 72.75 129.14"><g data-name="Layer 2"><g data-name="Layer 1"><polygon points="7.78 129.14 0 121.36 57.19 64.17 0.8 7.78 8.57 0 72.75 64.17 7.78 129.14" fill="#fff"/></g></g></svg> </a> </div> </div> </div> </section> <section class="no-print page-background"> <div class="align-center" style="padding: 4% 0 3% 0;"> <h3 class="font-weight-700">Looking for something beyond generating financial statements?</h3> <div class="intro-bottom-padding"> <p class="sign-up-button">Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.</p> <div class="signupnow-button cta-btn"> <a class="generate-now-btn" target="_blank" href="/books/signup/?plan_type=free&utm_source=freetools&utm_medium=cta&utm_campaign=report+template&utm_term=front+page" >SIGN UP FOR FREE</a> </div> </div> <h2 class="font-weight-700"><img class="product-logo-image" src="/books/images/new/books-product-logo-black.svg" alt="Zoho Books Logo">&nbsp; capabilities for business</h2> <div class="flex-display"> <div class="mt-20"> <div class="intro-bottom-section"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 245.17 293.12"><defs><linearGradient id="aa949bdc-dc0d-4775-a3ed-d955b7b32d46" x1="129.52" y1="171.73" x2="208.79" y2="171.73" gradientUnits="userSpaceOnUse"><stop offset="0" stop-color="#006ae3"/><stop offset="0.29" stop-color="#006ee1"/><stop offset="0.57" stop-color="#0079da"/><stop offset="0.84" stop-color="#008cce"/><stop offset="1" stop-color="#009cc5"/></linearGradient><linearGradient id="f14c661a-2023-4d94-ae35-2f556ffd7d48" x1="259.52" y1="231.73" x2="338.79" y2="231.73" 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fill="url(#f14c661a-2023-4d94-ae35-2f556ffd7d48)"/><path d="M229.17,293.12H16a16,16,0,0,1-16-16V16A16,16,0,0,1,16,0H229.17a16,16,0,0,1,16,16V170.56a6,6,0,0,1-12,0V16a4,4,0,0,0-4-4H16a4,4,0,0,0-4,4V277.12a4,4,0,0,0,4,4H229.17a4,4,0,0,0,4-4V232a6,6,0,0,1,12,0v45.08A16,16,0,0,1,229.17,293.12Z" fill="url(#af450679-edcf-4ec3-8f88-583090d67b23)"/></g></g></svg><span>Manage receivables and payables</span></div> <div class="intro-bottom-section" style="width: 80%;"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 324.42 301.48"><defs><linearGradient id="b807fa65-d855-4245-a3c5-5199ba07481b" x1="89.24" y1="67.42" x2="224.07" y2="67.42" gradientUnits="userSpaceOnUse"><stop offset="0" stop-color="#006ae3"/><stop offset="0.29" stop-color="#006ee1"/><stop offset="0.57" stop-color="#0079da"/><stop offset="0.83" stop-color="#008cce"/><stop offset="1" stop-color="#009cc5"/></linearGradient><linearGradient id="ebd7052b-62d0-4c1f-b7b6-38418e749ae5" x1="0" 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d="M265.16,301.23A59.26,59.26,0,1,1,324.42,242,59.33,59.33,0,0,1,265.16,301.23Zm0-103.52A44.26,44.26,0,1,0,309.42,242,44.31,44.31,0,0,0,265.16,197.71Z" fill="url(#a4b9f0a4-88dd-444b-b689-8ae992565cc1)"/><path d="M295.28,242a4.9,4.9,0,0,1-4.91,4.91H270.08v20.3a4.92,4.92,0,0,1-9.84,0v-20.3H240a4.92,4.92,0,0,1,0-9.83h20.29V216.76a4.92,4.92,0,1,1,9.84,0v20.29h20.29A4.91,4.91,0,0,1,295.28,242Z" fill="url(#aa4f70e7-4fc0-4af8-86e5-44a8b83c1af7)"/></g></g></svg><span>Add customers and vendors</span></div> <div class="intro-bottom-section"><svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 294.44 244.81"><defs><linearGradient id="a288e779-7f78-4e25-9825-ae8749b68fe7" x1="205.48" y1="175.86" x2="284.12" y2="175.86" gradientUnits="userSpaceOnUse"><stop offset="0" stop-color="#006ae3"/><stop offset="0.29" stop-color="#006ee1"/><stop offset="0.57" stop-color="#0079da"/><stop offset="0.84" stop-color="#008cce"/><stop offset="1" 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