Consolidate multiple client ledgers into one group and generate standardised, professional consolidated financial statements. Built for accounting firms — export the full bundle as a PDF in seconds.
Connect all your clients in three easy steps
1. Connect
Link QuickBooks or Xero
2. Select reports
Choose from 12+ report types
3. Generate PDF
Professional reports in seconds
Report Craft is built for consolidation. Combine any number of client ledgers into a single group entity and produce one consolidated set of financial statements — even when some clients are on QuickBooks and others are on Xero.
Client ledger
Client ledger
Client ledger
Consolidated Group
One set of financial statements
Profit & Loss, Balance Sheet, Trial Balance, Cash Flow, Tax Schedules, Appropriations and more. All formatted to a consistent, professional standard regardless of whether the data comes from QuickBooks or Xero.
Whether your clients use QuickBooks or Xero, Report Craft normalises the data and produces identical, professional financial reports. No more inconsistent formatting between packages.
QuickBooks Online
Consolidated reporting →
Every account, every debit and credit, laid out clearly with comparative periods. Parent accounts automatically roll up sub-account totals. Sort keys keep everything in your preferred order.
Select the reports you need — front cover, compilation report, declaration, P&L, balance sheet, tax schedule, notes and more — and generate a single, print-ready PDF with page numbers, headers and footers.
From front covers to detailed sub-account breakdowns, Report Craft covers the full suite of financial reporting.
Front Cover
Branded cover page with firm logo
Compilation Report
Professional compilation letter
Declaration
Trustee or director declaration
Profit & Loss
Income and expense statement
Balance Sheet
Assets, liabilities and equity
Appropriation
Income distribution statement
Tax Schedule
Federal taxation schedule
Trial Balance
Full debit/credit listing
Cash Flow
Cash movement analysis
Sub Accounts
Detailed account breakdown
Notes
Notes to the financial statements
Comments
Customisable commentary
Start from just $8/month. The more clients you connect, the less you pay per ledger — so your costs scale gently as your firm grows. All report types and both integrations are included on every plan.
Per-ledger rates
Graduated bands — each ledger is billed at the rate for its band.
| Client ledgers | Price per ledger |
|---|---|
| 1 – 10 | $8.00 |
| 11 – 30 | $4.50 |
| 31 – 75 | $3.00 |
| 76 – 150 | $2.00 |
| 151+ | $1.00 |
What firms pay
Your effective rate per ledger keeps falling as you grow.
| Ledgers | Per month | Per ledger |
|---|---|---|
| 10 | $80 | $8.00 |
| 30 | $170 | $5.67 |
| 50 | $230 | $4.60 |
| 100 | $355 | $3.55 |
| 200 | $505 | $2.53 |
Large or multi-entity firm? Talk to us about volume pricing.
Connect your clients, select your reports, and generate professional PDFs — all in one place.