Reporting
Books that balance.
Monthly summaries, payout statements and tax files your accountant can use, with every payment, fee and refund matched.
- Monthly summaries
- Tax files
- CSV and PDF
ReportsDemo
September summaryPayments, refunds and feesReady
Payout statementSeptember 2026Ready
Tax report2026 year to dateReady
Custom exportOct 1 – Oct 9Preparing
Every payout matched to its payments
Reports for the people who ask
From your accountant to your auditor.
Monthly summaries
Payments, refunds, fees and payouts in one file.
Payout statements
Exactly what reached your bank, and when.
Tax files
Year-to-date totals ready for filing.
Custom exports
Choose dates and columns.
CSV and PDF
For spreadsheets or for reading.
Scheduled
Have reports emailed every month.
How it works
- 1
Pick a report
Choose a summary, statement or export.
- 2
We prepare it
Most reports are ready in seconds.
- 3
Download or share
Send it straight to your accountant.
Works well with
PayoutsMoney from your payments is funded directly to your bank account on your schedule, with every fee and refund itemized..Learn more →PayServ CopilotAsk questions in plain English and get answers with the numbers behind them, from approvals to payouts..Learn more →InvoicingSend professional invoices with line items, tax and a pay link.Learn more →
Questions
Which formats are available?
PDF for reading and CSV for spreadsheets.
Can I schedule reports?
Yes. Have them emailed monthly.
Do reports include fees?
Yes. Every fee and refund is itemized.