Reports & Analytics
Live figures from every corner of your business, in one reports hub, plus an AI assistant that answers in plain English.
Because Square Loop records every transaction in one system, its reports don’t need exporting, merging or checking. Open any report, drill into any figure and land on the document behind it.
Financial reports
Trial balance, general ledger, day book, profit and loss, balance sheet, cash flow statement, cash flow forecast, gross margin and VAT return.
Receivables and payables
Aged receivables and payables, statements of account, customer advances and payment reminders.
Sales reports
Sales register, sales performance by salesperson, quotation conversion, fast-moving items, item price book, sales by referrer, pending orders to deliver and pending deliveries to invoice.
Purchase and inventory reports
Stock valuation, stock status, stock aging, item movement, stock ledger, stock reservations, purchase register, landed cost register, pending GRNs to bill, write-offs, cycle count variance and stock-to-ledger reconciliation.
Dashboards
Managers, salespeople and warehouse staff each see the numbers that matter to them, on the web and in the mobile app. Each user sees only what their permissions allow.
AI Assistant
Type “Which customers owe us more than 90 days?” or “What is our stock status for this item?” and the AI Assistant answers from your live data. It is read-only and respects each user’s permissions, so it never shows anyone what they shouldn’t see.
40+ reports out of the box
Drill down to the source document
Export to Excel and PDF
Answers in plain English
Related modules
Every module shares the same customers, items and ledger. See all features or go back to the Square Loop home page.
VAT-ready books that post themselves
Quotations, orders, deliveries and invoices in one flow
Real-time stock by warehouse, rack and batch
Quotations, live stock, barcode scanning and approvals on Android and iOS.
Book a free 45-minute demo and see Square Loop Reports & Analytics working with your own products and processes.
Square Loop is the ERP built for trading businesses. Sales, purchasing, inventory, accounts, CRM, delivery and HR work together in one loop, on the web and on your phone.
Industries
Office
Al Helali Street
Al Nahyan, Zone 1
Abu Dhabi, UAE
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