Your books, ready for your CPA. Every day of the year.
Income statement, balance sheet, expense breakdowns, and 1099 reconciliation. Updated as the money moves, exportable in one click.
Reports that stay tax-ready year round
Stop building reports the week before April 15. Kapytl keeps an income statement, balance sheet, and expense breakdown current every day, so the numbers your CPA needs are always one click away.
Every report, always current
Reports update the moment a transaction syncs. No closing the books, no month-end reconciliation marathon. Open the report and the numbers are right.
Get started freeDrill into the underlying transactions
Click any number, on any report, to see the transactions that built it. No more wondering where a $4,051 expense figure came from.
Get started freeOne-click CPA exports
PDF or CSV out, formatted the way your accountant wants. Hand off cleanly without spreadsheet rescue projects.
Get started freeThe reports your CPA actually wants
Pre-mapped to the categories your tax return uses, refreshed as transactions land.
Every report, ready to download
The financial statements your CPA wants, kept current and exportable from day one.
Income Statement on demand
Commission income, other income, and a clean expenses breakdown. The full P&L for any window, ready to download as a PDF.
Drill from any number
Tap a line on the Income Statement to see every transaction that built it. Commission Income, vendor spend, anything.
Balance Sheet that balances
Assets, liabilities, and equity reconciled as of any date. A Balance Check at the bottom tells you instantly whether the books tie.
Expense breakdown by category
Home office, marketing, mileage, dues. Each category with its dollar total and percent of spend, ready for your Schedule C.
Your P&L, current every day of the year.
Kapytl keeps a live Income Statement on your books, broken into the income and expense categories your CPA uses. Pick any date range, export, done.
- Commission Income, Other Income, and Referral Income split out automatically.
- Expense lines grouped the way Schedule C wants them.
- Any date range. One-click PDF download.
From any number to the transactions behind it.
Every line on every report is clickable. Tap Commission Income and see every closing that produced the total. Tap Marketing and see every vendor. Audit-proof, agent-friendly.
- Click any number on any report to expand the underlying transactions.
- Search and filter inside the drill-down.
- Open the source receipt or bank match with one tap.
Frequently asked questions
Income Statement (P&L), Balance Sheet, Expense breakdown by category, Commission income, and 1099 reconciliation. Each is exportable to PDF or CSV.
Yes. Reports are pre-mapped to the categories used on Schedule C, so your accountant can transcribe directly into the return. Most agents simply hand over the PDFs.
Reports update the moment a transaction syncs from your bank. No month-end close, no reconciliation lag, no waiting on a bookkeeper.
Yes. Pick any window, from a single week to multiple years. Every report supports custom dates and exports for that exact range.
Yes. The 1099 Reconciliation report shows total payments by payee for the year, so you know exactly who needs a 1099 issued and for how much.
Stop building reports the week before April 15.
Free to start. Books that stay tax-ready year round.