Three report types

Income · Expense · Combined.

Pick a report type, choose a date range, optionally include archived years, and Vupiy renders the breakdown — donut chart, summary cards, and an itemised table — in under a second.

  • Income report — paid invoices grouped by customer, currency, or month
  • Expense report — costs grouped by category, supplier, payment method, or employee
  • Combined report — income + expense + net profit on a single screen
  • Per-customer drill-down — see lifetime value of every account
  • Per-category drill-down — track which expense bucket is growing
vupiy / reports / 2026-05
Income
£24,830
+18.2% MoM
Expense
£8,412
−4.1% MoM
Net profit
£16,418
66% margin
VAT due
£3,272
est. for accountant
Top expense category
Software · £2,140
25% of total
Export

Hand it to your accountant in one click.

Excel export

Multi-sheet workbook: summary, line items, customers, suppliers. Formulas preserved, ready for SUMIF.

PDF export

Branded, paginated PDF with charts and summary cards. Email straight from Vupiy.

VAT-ready

Per-line VAT rates feed every report. When MTD VAT lands in Vupiy, the same data submits to HMRC.

Date range & filters

Slice the data however you need.

  • Custom date range

    Any start/end date. Pre-sets for "This month", "Last month", "This quarter", "YTD", "Tax year".

    core
  • Archive inclusion

    Include closed financial years from your archive in cross-year reports.

    core
  • Currency conversion

    Reports run in your company base currency, with daily FX applied to foreign-currency invoices & expenses.

    multi-currency
  • Per-customer / supplier filter

    Generate a single-customer P&L for that big retainer client. Or a single-supplier expense breakdown.

    core
  • Per-employee filter

    See exactly which expenses link to a specific employee — useful for reimbursements and director's loan.

    core

Run your first report in 30 seconds.

Free trial includes income, expense, and combined reports with Excel + PDF export.