Real-time reporting

Live financial pulse,always current.

Every report draws from your live ledger. Trial balance, P&L, cash flow, VAT — all generated instantly, with AI insights that surface what matters before you even ask.

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Financial OverviewFeb 2026
Live
Revenue£0.0k+8.3%
Expenses£0.0k+2.1%
Margin0%+3.2pp
Mar 25Feb 26
N
AI InsightSoftware expenses grew 24% QoQ. Three new subscriptions added in January account for £840/mo.
Report library

Every report your practice needs

Final
Profit & LossFebruary 2026
Final
Balance SheetQ4 2025 Summary
Draft
InflowOutflow
Cash FlowYTD Analysis
Generating
VAT ReturnEst. completion: 2 min
AI-powered insights

Numbers that explain themselves

Numiva doesn't just generate reports — it reads them for you. AI analyses your data continuously, surfacing trends, anomalies, and actionable insights alongside every report.

Trend detection

Spots rising expenses, declining margins, and seasonal patterns before you notice them.

N
Travel expenses up 34% vs last quarter — driven by 3 client-site visits in January.

Anomaly alerts

Flags unusual transactions, duplicate payments, and amounts that break from patterns.

N
AWS charge £2,140 is 3x your 6-month average. New service tier or billing error?

Forecast projections

Extrapolates current trends to show where you're heading by quarter and year-end.

N
At current run rate, Q2 revenue projects to £412k — 18% above your annual target.

Compliance reminders

Tracks deadlines and flags missing filings before they become penalties.

N
VAT return for Q1 2026 due 7 May. Current net payable: £11,060. All data ready.
Income StatementFeb 2026
PDFExcel
Revenue
Services revenue£98,400£87,200+12.8%
Product revenue£29,000£31,400-7.6%
Total revenue£127,400£118,600+7.4%
Expenses
Staff costs£47,200£45,800+3.1%
Operating costs£37,000£34,600+6.9%
Net income£43,200£38,200+13.1%

Reports that build themselves

No configuration. No formulas. Select a report, pick a period, and it generates instantly from your live ledger — with prior-period comparison, percentage changes, and export options built in.

Real-time from your general ledger
Prior-period comparison built in
Export to PDF, Excel, or CSV
Share with clients via secure link
12+Financial reports available
<1sReport generation time
100%MTD-compliant VAT returns
24/7AI insights running continuously
The difference

What changes when reports are always ready

Before Numiva

Building reports manually in spreadsheets
Data outdated by the time the report is done
No comparisons unless you build formulas yourself
Month-end reporting takes days of prep
Insights buried in rows of numbers

With Numiva

Every report generates in under a second
Always drawn from live, current data
Prior-period comparisons built into every report
Month-end reporting is one click, not one week
AI surfaces the insights you need to see
Questions

Frequently asked

Yes. Every report pulls from your current general ledger in real-time. There's no batch process or overnight sync — what you see is always up to date.

Absolutely. Choose any date range, compare against prior periods (month, quarter, year), and filter by client, department, or account group. All comparisons are calculated on the fly.

Yes. Our VAT return report maps directly to the 9-box format required by Making Tax Digital. You can review, approve, and file directly to HMRC from within Numiva.

Numiva analyses your financial data continuously, looking for trends, anomalies, and opportunities. Insights appear alongside relevant reports and on your dashboard — no manual analysis needed.

Stop building reports.Start reading them.

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