FOR ACCOUNTANTS

Your client report, written from the file.

Drop the export you already have. Posh turns that file into a report. It does not connect to the books. If a number is not in the file, it should not appear as a fact.

Watch a P&L become the client's monthly report.

Posh reads the spreadsheet, lifts the figures into the report, writes it, and you mark it up before it goes out.

Fictional sample.

Pro

$29 a month

or $99 once

Hobby

$9 a month

or $39 once

Per client fee

None

one price for the practice

Numbers

Supposed to come from the file

asked to match the file

01

What you drop

A profit and loss export, a management pack, or any PDF or Excel file you already have. Posh reads that file. It does not log in to Xero or QuickBooks.

02

What the report can show

If the file states a figure, the report can name it. A figure is supposed to come from the file. A prepared for line appears when you type a name. Hobby keeps a Made with Posh line. Pro puts your name, your logo, and one color on the file, and leaves the Posh line off unless you turn it on.

03

What Posh is not

Posh does not audit. It does not give financial advice. It formats and explains what is already in the file. Studio and Agency are not for sale.

Ready to try it

Drop a file. Get a report.

Drop a PDF, a spreadsheet, a Word file, or markdown. Up to 10 MB. Without a paid plan you see a short preview.