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.
01
Drop the export you already have
Drop the profit and loss, the balance sheet export, or the pack you already have. Posh does not need a live link to the ledger.
02
What the report is asked to do
A figure is supposed to come from the file. This page does not say each figure has a note of where it came from. If the export does not contain a number, the report should not add one.
03
Your name on the report
Pro puts your name, your logo, and one color on the report. The Posh line stays off unless you turn it on. Hobby is the same report with Made with Posh still on it. There is no fee per client.