> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/reports.md). # Reports - [Insights](https://docs.kick.co/accountants/reports/insights.md): Insights is your client's view of their cash activity — broken down by the categories they see on the Transactions tab, with a chart and ability to drill down into the details. - [Profit & Loss](https://docs.kick.co/accountants/reports/profit-and-loss.md): Analyze income and expenses with period comparisons, class filtering, and drill-down to the GL. - [Balance Sheet](https://docs.kick.co/accountants/reports/balance-sheet.md): View your client's assets, liabilities, and equity as of a specific date. - [Trial Balance](https://docs.kick.co/accountants/reports/trial-balance.md): Review debit and credit totals by account for a given period to verify the books are in balance. - [Cash Flow](https://docs.kick.co/accountants/reports/cash-flow.md) - [General Ledger](https://docs.kick.co/accountants/reports/general-ledger.md): View every transaction and journal entry posted to your client's Chart of Accounts. - [Expenses by Vendor](https://docs.kick.co/accountants/reports/expenses-by-vendor.md) - [A/R Aging Summary](https://docs.kick.co/accountants/reports/a-r-aging-summary.md): See how much each customer owes and how overdue it is, as of any date. - [A/R Aging Detail](https://docs.kick.co/accountants/reports/a-r-aging-detail.md): See every open invoice behind your receivables balance, grouped by how overdue it is. - [Tax Package](https://docs.kick.co/accountants/reports/tax-package.md): Generate a complete year-end financial package for tax preparation in a single download --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.kick.co/accountants/reports.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.