FINANCIAL REPORTS
Keep Up With Your Business Performance
Generate clear, accurate reports in just a few clicks - no more late nights spent updating spreadsheets.
BUDGET MANAGEMENT
Compare Estimated and Actual Costs, Side by Side.
As your projects progress, keep track of every cent spent and see your cost variance at a glance, then export that info for your (and your client’s) records.
PAYMENTS REPORT
Track Payments Received
See exactly how much money is coming in and out of your business. Easily sort by date range, project, payment method or vendor and your totals will update automatically.
TRANSACTIONS REPORT
Get a Detailed Summary
Easily keep track of Estimates, Change Orders, and retainers waiting for approval, or Invoices that are overdue.
Global Tracker Report
Generate Monthly Sales Tax Reports
Export Selections Tracker data from all or specific projects into a detailed spreadsheet, giving you all the information you need to complete your sales tax reports.
CUSTOM REPORTS
Activate Advanced Reporting Features
Create and save custom views with the info you want, in the order you want it, and download as needed—perfect for monthly or weekly check-ins.
TIME BILLING REPORT
Simplify time tracking for you or your team
Save time on admin work and easily export all the billable hours logged per project or per team member.
Why Go With Houzz Pro?
Why Go With Houzz Pro?
All-In-One AI Platform
Financial Reporting Software Features
Review all the main features of Houzz Pro financial reporting
Generate financial reports
Generate reports in seconds to view business financial data with applied filters
Multiple report types
Access different reports including payments, payouts, transactions, time billing, and taxes
Payments report
View incoming and outgoing payments, invoiced amounts, and remaining balances
Payouts report
Track payouts to your bank account, including lump sums and partial payouts
Open invoices report
Track unpaid and partially paid invoices, including overdue and aging balances
Incoming transactions by project
View revenue across estimates, proposals, invoices, retainers, and change orders grouped by project
Outgoing transactions by project
Track costs and purchase orders grouped by project
Transaction totals & balances
See totals such as approved amounts, outstanding balances, discounts, and upcoming payments
Budget vs actual comparison
Compare estimated and actual project costs to track cost variance
Project financial overview
View income, expenses, and cash flow for each project with detailed breakdowns
Time billing reports
Track billable hours by project or team member and export results
Sales tax liability report
View how much sales tax is owed based on transactions
Filter and sort reports
Filter by date, project, document type, client, and other criteria
Group and organize data
Group reports by project, client, month, or transaction type
Customize report columns
Show, hide, and reorder columns to control report layout
Save custom report views
Create and save custom reports based on selected filters and layouts
Export reports (Excel/CSV)
Download reports as spreadsheets for accounting, sharing, or analysis
Global tracker export
Export consolidated data across multiple projects for reporting (e.g. tax prep)
Report permissions
Control which team members can access financial reports
QuickBooks integration
Sync financial data with QuickBooks Online to support accounting and reporting workflows