Financial reporting from the till to the balance sheet
SeroBooks ships with more than 160 reports and a custom report builder, and SeroPOS adds 25+ live reports at the counter, all reading from the same numbers.
Financial reporting, handled by Sero
160+ built-in reports
Financial statements, A/R, A/P, inventory, tax, payroll and more in SeroBooks.
Custom report builder
Build the report you need from ledger data and save it.
25+ live POS reports
Sales, P&L, tax, stock, expiry, trending and staff performance in SeroPOS.
Job costing
Projects, classes and job costing on SeroBooks Pro.
Budgets and cash flow
Budgets, cash-flow reports and a cash-flow projector.
Excel and PDF
Export reports to Excel or PDF for your accountant or lender.
One company, one login, three products that share their numbers
SeroBooks
The books, the store, the bank. One ledger.
Accounting that runs the whole business — invoicing, inventory, banking, sales tax, payroll and year-end for Canada and the United States.
SeroPOS
The point of sale built for the rush.
Point of sale for restaurants and retail — tables, kitchen tickets, inventory, loyalty and online ordering on iPad, Android, Windows and Mac.
SeroPayroll
Payroll for every province. Right to the cent.
Canadian payroll for all 13 provinces and territories — CPP, EI, QPP, vacation, stat holidays, remittances, T4s and ROEs.
The core statements
Every business needs a reliable profit and loss statement, balance sheet and cash flow statement, whether for its own decisions, its bank or its accountant. In SeroBooks, these come straight from the double-entry ledger, so they always agree with the trial balance and with each other. Run them for any period, compare against prior periods or budget, and drill into any figure to see the transactions behind it.
Because inventory is valued in the ledger and payroll posts directly, the P&L reflects real cost of goods sold and real labour cost every month, rather than estimates that only get corrected at year end. That makes monthly results genuinely useful for decisions about pricing, staffing and purchasing, instead of a rough guide to be adjusted later.
More than 160 reports, and your own
SeroBooks includes more than 160 built-in reports covering receivables, payables, inventory valuation, sales by customer and by item, sales tax by jurisdiction, payroll and fixed assets. When none of them is quite right, the custom report builder lets you choose the data, filters, grouping and layout, then save the result so it is one click away next month and every month after.
Projects, classes and job costing on SeroBooks Pro let contractors, manufacturers and professional services firms see profitability by job, location or department. Tag income, materials and labour to a project as you go, and the job report shows whether the work is on budget while there is still time to do something about it.
- Profit and loss, balance sheet, cash flow
- Aged receivables and payables
- Inventory valuation and stock movement
- Sales tax by jurisdiction
- Job costing by project or class
Live reports at the counter
SeroPOS has more than 25 live reports built for owners and managers who need answers during the day, not after month-end: sales by hour, item and category, P&L, tax collected, stock levels, items nearing expiry, trending products and staff performance. Register shifts and Z-reports close each drawer, and consolidated chain reporting covers every location in one view.
Advanced reporting is part of SeroPOS Pro at $49.99 a month in USD, and all reports export to Excel or PDF. A restaurant manager can check labour against sales before deciding whether to send a server home early, and a retail owner can see this week’s trending items before placing the next supplier order.
Planning ahead
Reports explain the past; budgets and forecasts plan the future. SeroBooks supports budgets by account and period, a cash-flow projector built on your real receivables and payables, and demand forecasting for inventory on SeroBooks Pro. Maya, the AI employee in SeroBooks, answers questions about your numbers in plain English and sends morning briefings by email or SMS.
SeroBooks Starter is $79.99 a month, Standard is $150 and Pro is $300, all in USD, each with a 14-day free trial. Accountants get free practice seats, so the person preparing your year-end can run the same reports you see, without asking you to export files and send them over email.
Frequently asked questions
How many reports does SeroBooks include?
SeroBooks includes more than 160 built-in reports, from financial statements and aged receivables to inventory valuation, sales tax and payroll. A custom report builder lets you create and save your own reports, choosing the data, filters and layout that suit how you run the business.
What reports does SeroPOS have?
SeroPOS has more than 25 live reports, including sales, P&L, tax, stock, expiry, trending items and staff performance, plus register and Z-reports for shifts. Advanced reporting is part of SeroPOS Pro at $49.99 a month in USD, and reports export to Excel or PDF.
Does SeroBooks do job costing?
Yes. Projects, classes and job costing are included in SeroBooks Pro at $300 a month in USD. You can tag income, materials and labour by job and report profitability by project, location or department, which suits contractors, manufacturers and professional services firms.
Can I export reports to Excel?
Yes. SeroPOS reports export to Excel and PDF, and SeroBooks reports can be exported for your accountant, lender or board. Accountants also get free practice seats, so they can run reports directly in SeroBooks rather than waiting for you to send files.
Can I ask questions about my numbers in plain English?
Yes. Maya, the AI employee in SeroBooks, answers questions about sales, stock, prices and money in seconds and can send morning briefings by email or SMS, using only the data that the person asking already has permission to see.