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Generates automatically every month

Automated Monthly Financial Report

Configure your report template once. RecurringReport generates and delivers it to your stakeholders automatically — every month, on schedule.

Free to previewMonthly auto-generationShareable report linkNo credit card required

Configure your financial report

Set up your monthly template once — RecurringReport generates and delivers it automatically every month.

Report details
Financial sections

Add at least one section with line items. Enter current and prior period values to show month-over-month changes.

Revenue Summary

Line itemCurrentPrior period

How it works

1

Configure your template

Add your company name, reporting period, and financial sections — revenue, expenses, P&L, cash flow, and more.

2

Set your schedule

Choose which day of the month to auto-generate. RecurringReport runs it automatically — no manual work each month.

3

Share with stakeholders

Each report gets a permanent shareable link. Deliver to your board, investors, or team via email with one click.

Every financial section you need

Build your report from modular sections — mix and match to match your stakeholders' needs.

Revenue Summary
Expense Breakdown
Profit & Loss
Cash Flow
Balance Sheet Summary
Accounts Receivable
Accounts Payable
Budget Variance
KPI Dashboard

Stop rebuilding your financial report every month

Create a free RecurringReport account, save your report template, and let it generate automatically. Your stakeholders always have the latest numbers.

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