--- title: "Financial Reporting Software for Contractors and Interior Designers" url: "https://pro.houzz.com/for-pros/feature-financial-reports" datePublished: "2026-09-15T05:41:54+0000" --- FINANCIAL REPORTS # Keep Up With Your Business Performance Generate clear, accurate reports in just a few clicks - no more late nights spent updating spreadsheets. BUDGET MANAGEMENT ## Compare Estimated and Actual Costs, Side by Side. As your projects progress, keep track of every cent spent and see your cost variance at a glance, then export that info for your (and your client’s) records. [Talk to Sales](https://www.houzz.com/houzz-pro/pricing) PAYMENTS REPORT ## Track Payments Received See exactly how much money is coming in and out of your business. Easily sort by date range, project, payment method or vendor and your totals will update automatically. [Get Started](https://www.houzz.com/houzz-pro/pricing) PROJECT PROFITABILITY REPORT ## Know Your Financial Standing at Every Phase Financial clarity shouldn't mean scattered spreadsheets and manual math. In one report, you can get an instant snapshot of your projects’ profit to protect margins in real-time. - Catch profit leaks early before they reduce revenue - Get a high-level view of financial performance - Identify trends that help you price future projects - Gain peace of mind from knowing your numbers [Get Started](https://www.houzz.com/houzz-pro/pricing) TRANSACTIONS REPORT ## Get a Detailed Summary Easily keep track of Estimates, Change Orders, and retainers waiting for approval, or Invoices that are overdue. [Get Started](https://www.houzz.com/houzz-pro/pricing) Global Tracker Report ## Generate Monthly Sales Tax Reports Export Selections Tracker data from all or specific projects into a detailed spreadsheet, giving you all the information you need to complete your sales tax reports. [Get Started](https://www.houzz.com/houzz-pro/pricing) CUSTOM REPORTS ## Activate Advanced Reporting Features Create and save custom views with the info you want, in the order you want it, and download as needed—perfect for monthly or weekly check-ins. [Get Started](https://www.houzz.com/houzz-pro/pricing) TIME BILLING REPORT ## Simplify time tracking for you or your team Save time on admin work and easily export all the billable hours logged per project or per team member. [Get Started](https://www.houzz.com/houzz-pro/pricing) ## Help Yourself to On-Demand Answers Get to know our best-in-class software through curated video tutorials, how-to walkthroughs, and beyond. [Stay on Top of Your Bottom Line With Financial Reports](https://pro.houzz.com/pro-learn/blog/stay-on-top-of-your-bottom-line-with-financial-reports) [Webinar: Increase Your Clients’ Buying Power With Financing Solutions](https://pro.houzz.com/pro-learn/blog/increase-your-clients-buying-power-with-financing-) [How to Create Overpayments](https://pro.houzz.com/pro-help/r/how-to-create-credits) ## Why Go With Houzz Pro? ### All-In-One AI Platform We’re proud to offer the only true all-in-one, AI-powered software solution for every side of your business—combining best-in-class planning, project management, financial, and marketing tools. ### Tailored to Your Trade Built specifically for home building, remodeling, and design professionals, we’re always improving our features based on feedback—making our do-it-all software the perfect toolkit for your type of work. ### Largest Online Community Houzz has been a trusted remodeling resource for over a decade—garnering a global community of over 65 million homeowners and design enthusiasts, and over 3 million home remodeling and design professionals. ## Financial Reporting Software Features Review all the main features of Houzz Pro financial reporting | Feature | Description | | --- | --- | | **Report Overview** | | | Generate financial reports | Generate reports in seconds to view business financial data with applied filters | | Multiple report types | Access different reports including payments, payouts, transactions, time billing, and taxes | | **Payments & Cash Flow** | | | Payments report | View incoming and outgoing payments, invoiced amounts, and remaining balances | | Payouts report | Track payouts to your bank account, including lump sums and partial payouts | | Open invoices report | Track unpaid and partially paid invoices, including overdue and aging balances | | **Transactions & Revenue** | | | Incoming transactions by project | View revenue across estimates, proposals, invoices, retainers, and change orders grouped by project | | Outgoing transactions by project | Track costs and purchase orders grouped by project | | Transaction totals & balances | See totals such as approved amounts, outstanding balances, discounts, and upcoming payments | | **Profitability & Budgeting** | | | Budget vs actual comparison | Compare estimated and actual project costs to track cost variance | | Project financial overview | View income, expenses, and cash flow for each project with detailed breakdowns | | **Time & Labor Tracking** | | | Time billing reports | Track billable hours by project or team member and export results | | **Taxes & Compliance** | | | Sales tax liability report | View how much sales tax is owed based on transactions | | **Data Customization** | | | Filter and sort reports | Filter by date, project, document type, client, and other criteria | | Group and organize data | Group reports by project, client, month, or transaction type | | Customize report columns | Show, hide, and reorder columns to control report layout | | **Custom Reporting** | | | Save custom report views | Create and save custom reports based on selected filters and layouts | | **Export & Sharing** | | | Export reports (Excel/CSV) | Download reports as spreadsheets for accounting, sharing, or analysis | | Global tracker export | Export consolidated data across multiple projects for reporting (e.g. tax prep) | | **Team Access** | | | Report permissions | Control which team members can access financial reports | | **Integrations & Accounting** | | | QuickBooks integration | Sync financial data with QuickBooks Online to support accounting and reporting workflows | READY TO GET STARTED? ## Schedule Your Free Demo Have questions? Give us a call at [**(888) 372-2851**](tel:8883722851) [Schedule Demo](https://www.houzz.com/houzz-pro/schedule-demo?utm_campaign=7010y000000x13t&sourceCommandName=HouzzProCMSLanding)