Streamline Reports

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Month-end client reporting software for bookkeepers — connect QuickBooks Online or Xero, generate branded PDF financial reports, and email them to clients from your own address. Streamline Reports is a focused tool for bookkeepers and small accounting firms. It connects to QuickBooks Online or Xero, pulls the standard month-end statements (P&L, balance sheet, and more), assembles them into a branded PDF, and sends them to clients from your own Gmail or Outlook. It does one thing — the repetitive monthly client-reporting routine — rather than being a full advisory or forecasting platform. Pricing: Free — $0/mo · up to 3 active clients · 50 PDFs/mo · QBO + Xero Pro — $49/mo · full white-label · unlimited PDFs · scheduled sends · 30-day trial Team — $139/mo · 3 seats · unlimited clients · shared templates