AO
Finance Reporting

Finance Reports

Generate board-ready legal finance reports across revenue, retainers, invoices, collections, expenses, profitability, tax, and partner contribution.

Monthly / quarterly
Monthly Finance Summary
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Revenue by Practice Area
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Invoice Aging Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Retainer Burn Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Unbilled WIP Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Matter Profitability Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Debt Recovery Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Expense Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Partner Revenue Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Tax Summary Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Trust Account Report
Board-ready · confidentiality footer · firm branding
Monthly / quarterly
Bank Reconciliation Report
Board-ready · confidentiality footer · firm branding
Recent reports
Monthly Finance Summary · Jun 2026
A. Okafor · 01 Jul
Ready
Retainer Burn Report · Q2
Finance · 30 Jun
Ready
Matter Profitability · Corporate
R. Blake · 28 Jun
Ready
Tax Summary · Q2
Accountant · 25 Jun
Filed
Scheduled reports
Monthly Finance Summary
1st of month · to Managing Partner
Active
Retainer Burn Report
Weekly · to Finance team
Active
Debt Recovery Report
Fortnightly · to Partners
Active
Tax Summary
Quarterly · to Accountant
Active
Finance reports

Ashworth & Vance LLP · live demonstration data

Report templates
28
▲ 13.0%
Scheduled
12
▲ 4.1%
Generated this month
64
▼ 14.2%
Favourites
8
▲ 4.3%
Failed runs
1
▲ 13.4%
Avg run time
42s
▼ 8.5%
Comparative analysis
Most generated reports
Aged debt summary
42
Revenue by partner
31
WIP register
28
Trust reconciliation
22
Expense register
18
Matter profitability
14
Operational register
Scheduled reports and recent runs
ReportCategoryScheduleRecipientsFormatLast runDurationStatus
Aged debt summaryCollectionsDaily 07:002 recipientsPDF01 Jul85sSuccess
Revenue by partnerRevenueWeekly Mon3 recipientsXLSX02 Jul25sSuccess
WIP registerWIPWeekly Fri4 recipientsCSV03 Jul92sSuccess
Trust reconciliationTrustMonthly5 recipientsPDF04 Jul24sSuccess
Expense registerExpensesMonthly6 recipientsXLSX05 Jul86sSuccess
Matter profitabilityProfitabilityMonthly2 recipientsCSV06 Jul55sFailed
Cashflow forecastTreasuryWeekly3 recipientsPDF07 Jul67sSuccess
Tax summaryTaxQuarterly4 recipientsXLSX01 Jul79sSuccess
Trial balanceStatementsMonthly5 recipientsCSV02 Jul39sSuccess
9 of 9 records
Detail panel
Report library
Financial statements
4 reports
monthly
Revenue reports
6 reports
weekly
Collection reports
5 reports
daily
Retainer reports
3 reports
weekly
Expense reports
4 reports
monthly
Matter profitability
3 reports
monthly
Tax reports
2 reports
quarterly
Trust account reports
1 report
monthly
Exceptions and risk
Exception queue and recommended actions
2 open
Scheduled run failed
Matter profitability · timeout
—
Report recipients unverified
Trust reconciliation
—
Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity
  1. Payment posted01 Jul · 10:10
    N. Salim·Meridian Holdings PLC · M-2041·$81.0K·AUD-7700
  2. Invoice edited02 Jul · 11:11
    A. Okafor·Nordic Shipping AS · M-2035·$21.0K·AUD-7701
  3. Credit note approved03 Jul · 12:12
    D. Feld·Vertex Biotech Ltd · M-2024·$88.0K·AUD-7702
  4. Retainer adjusted04 Jul · 13:13
    J. Hollis KC·Lagos Bay Estates · M-2029·$19.0K·AUD-7703
  5. Trust transfer completed05 Jul · 14:14
    N. Salim·Kestrel Insurance · M-2007·$81.0K·AUD-7704
  6. Expense approved06 Jul · 15:15
    A. Okafor·Halcyon Partners · M-2011·$51.0K·AUD-7705
  7. Tax report exported07 Jul · 16:16
    D. Feld·Orion Media Group · M-2016·$62.0K·AUD-7706