Tweaxly Features

Financial Reports & Dashboards Built for Business Owners

Revenue, expenses, profitability and period comparisons - assembled automatically from your real transactions and exportable in one click.

Revenue
$58,420
+12% vs last month
Expenses
$31,840
−3% vs last month
Net Profit
$26,580
+38% vs last month
Cash Runway
6.2 mo
+0.4 vs last month
Decision Anchor
Your business is profitable and trending up. The main thing to watch is vendor concentration on Stripe Atlas - a single line is now 14.2% of expenses.
Cash buffer healthy
Margin recovering after April compression
One vendor line worth reviewing

Most small business owners don't have time to build financial reports from scratch every month, and the reports their accounting software produces are designed for accountants - not for the people running the business. Tweaxly closes that gap.

Reports in Tweaxly are pre-assembled from your imported transactions. Revenue and expense breakdowns, profitability views, and period-over-period comparisons are continuously updated as new data lands. Owners open one screen, see the current state of the business, and know whether to act.

Every report respects your business base currency: amounts in foreign currencies are converted transparently, with the conversion rate, source and date kept on record. Notes attached to transactions show up where they're relevant and feed the AI advisor, so the explanation behind any number is always one click away.

When you need to share with an accountant, investor or partner, every report exports to Excel, CSV or PDF - with source transactions, period, categorisation and conversion notes included so the recipient has full traceability.

What's included

Capabilities in this area.

Quick Overview Dashboard

Surfaces revenue, expenses, profit, cash movement and key changes since last period on a single screen.

Why it matters: Owners lose hours every week assembling the same view in spreadsheets. Tweaxly assembles it automatically from your transactions.

Revenue Reports

Tracks revenue trends, growth, drops, recurring patterns and period-over-period change by category, customer or source.

Why it matters: Revenue concentration and slow declines are easy to miss month-to-month. A purpose-built report makes both impossible to ignore.

Expense Reports & Tracking

Breaks expenses down by category, supplier and period, and highlights unusual increases against the baseline.

Why it matters: Most owners can name their top 3 customers but not their top 3 cost drivers. Tweaxly closes that gap.

Profitability View

Shows how revenue and expenses combine into the bottom line, with margin trends and what's driving the change.

Why it matters: Healthy revenue can hide a deteriorating margin. The profitability view tells you which one you're actually running.

Period Comparison

Compares the current period against last month, last quarter, last year or any custom window, with deltas and direction at a glance.

Why it matters: A number on its own is meaningless. The same number against a comparable period is a decision.

Real business use cases

How owners use this in practice.

Frequently asked questions

Questions about this feature.

How are Tweaxly reports different from QuickBooks or Xero reports?
Accounting reports are designed for accountants and tax filings; Tweaxly reports are designed for business owners and decisions. The numbers come from the same place, but the framing - which categories are highlighted, which changes are flagged, which questions you can ask - is built around running the business, not closing the books.
Can I export reports as PDF?
Yes. Every report exports as PDF, Excel and CSV, with the source data, currency conversions and any AI notes attached so the recipient has full context.
Do reports respect my fiscal calendar?
Yes - set your fiscal calendar in Business Settings and every report respects it across period comparisons, quarter and year-to-date views.
Related reading

Go deeper on this topic.

Bring AI business intelligence to your business.

Tweaxly turns your real financial activity into business signals, forecasts, and advice - in real time, using AI.