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.
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.
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
TRANSACTIONS REPORT
Get a Detailed Summary
Easily keep track of Estimates, Change Orders, and retainers waiting for approval, or Invoices that are overdue.
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.
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.
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.
Why Go With Houzz Pro?
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 |