Reports your accountant can work with
At the end of the month or quarter, hand over the numbers from your invoicing: what you billed, what was paid, the tax you collected and who still owes you.
End the quarterly scramble
When the tax deadline gets close, it is easy to end up searching old emails for invoices, adding up tax on a calculator and guessing which customers have paid. Then your accountant’s time, which you pay for, goes on untangling it.
WhizInvoice keeps every invoice, payment and tax amount in one place as you work. When your accountant asks for the quarter, the figures are already there.
What the reports cover
Reports for your accountant, aged debts, tax collected and an accountant login come with Business and Multi brand. CSV export starts on Starter.
Tax collected
The GST, VAT or sales tax on your invoices for the period, worked out from your country settings. Your accountant needs it for your GST, VAT or sales tax return.
Aged debts
Who owes you, how much, and how long each amount has been outstanding. Use it to chase the oldest money before it becomes a write off.
Owed, overdue and paid
A clear split of what has been paid, what is still within terms and what is late, so your cash position is never a mystery.
A report for every brand
On Multi brand, each brand has its own reports, so separate trading names stay separate when your accountant reviews them.
Export by CSV
Download the data as a CSV file that opens in Excel, Google Sheets or Numbers, ready to send to your accountant.
A login for your accountant
Invite your accountant to read your invoices, payments, customers and reports and download the spreadsheets themselves. They cannot change anything, and they do not take a place in your team.
Example: one quarter at a glance
- Sales before VAT
- £15,350.00
- VAT collected at 20%
- £3,070.00
- Total invoiced
- £18,420.00
- Paid
- £15,180.00
- Owed, not yet due
- £1,920.00
- Overdue
- £1,320.00
Example figures for a fictional UK window cleaning business. The 20% is the UK standard VAT rate shown by HMRC on gov.uk, checked October 2026. Your accountant decides which figures go on your VAT return.
Handing over your numbers
Choose the period
Pick the month or quarter your accountant is working on.
Clear up what is owed
Check the aged debts and send reminders on anything overdue, so the period closes with as little outstanding as possible.
Export
Download the figures by CSV, a format every accountant and spreadsheet program can open.
Send it over
Email the file to your accountant or bookkeeper, who brings it into the system they use for your books. On Business, they can also log in and download it themselves.
What WhizInvoice does not do
WhizInvoice handles the selling side of your business: enquiries, quotes, invoices, reminders, statements and the payments you record against them. It is not full accounting software.
It does not reconcile your bank account, track your expenses, run payroll or lodge tax returns, and it does not connect to or sync with accounting software. If you or your accountant already use an accounting package for your books, keep it for that job and use WhizInvoice to get invoices out and paid.
Good to know
Which plans include reports for my accountant?
Business and Multi brand. Business is US$13.99 a month or US$119.88 a year, and includes aged debts and tax collected.
Does WhizInvoice lodge my BAS, GST or VAT return?
No, WhizInvoice shows the tax on your invoices. Your accountant or your accounting software prepares and lodges the return.
Can WhizInvoice send data straight into Xero or QuickBooks?
No, WhizInvoice does not connect to or sync with accounting software. Export the figures by CSV and your accountant brings them in.
Can my accountant log in to WhizInvoice?
Yes, on Business and Multi brand. Invite them with the Accountant role and they can read your invoices, payments, customers and reports, and download them as spreadsheets. They cannot change anything, they see no jobs or team chat, and they do not count towards the people on your plan.
I run two trading names. Can I report on them separately?
Yes, on Multi brand. Each brand has its own logo, numbering and reports.
Make tax time the easy part
Business gives you reports for your accountant, aged debts, tax collected and a read only login for your accountant, with a 30 day money back guarantee.
Free plan forever. No card needed to start.