Every report your business generates, in one place.
Financial statements, per-app analytics and custom reports built on the same ledger and records as the rest of Countmill — with Ask AI answering from your own scoped data.
| Revenue | $284,650.00 |
| Cost of goods sold | -$108,420.00 |
| Gross profit | $176,230.00 |
| Operating expenses | -$94,180.00 |
| Net income | $82,050.00 |
“Why did gross margin drop in August?”
Everything Analytics does, out of the box.
Financial statements, business analytics per app, custom reports and Ask AI over your own data.
Financial statements & budgets
P&L, balance sheet and cash flow generate straight from the ledger, checked against budgets.
P&L by class
Break profit and loss down by class — a location, division or product line — without a separate export.
Business analytics across every app
Sales, commerce, billing, people and support analytics, each reading its own app’s records.
Custom reports
Filter, group and choose columns across any object to build the report a stock one doesn’t cover.
Sales tax & 1099
Sales tax liability and 1099 reporting compile from the same transactions already in Books.
Ask AI
A full-page assistant that answers questions from the business’s own scoped data, Gemini-backed.
Build the report a template doesn’t cover.
Filter by business or class, group by whatever dimension matters, and choose the columns you need — saved and shared like any other report.
- Filters, grouping and columns compose across any reportable object
- Saved reports scope to a business or run consolidated
- No CSV export required to reshape a stock report
P&L by class, not just by business.
A class — a location, division or product line — carries its own revenue and expenses, so a group with multiple concepts can see which one is actually profitable.
- Classes apply consistently across invoices, bills and journal entries
- Reports roll up by class, by business, or consolidated across the group
- No manual allocation spreadsheet required
| Class | Revenue | Net |
|---|---|---|
| Retail — East | $142,300.00 | $43,900.00 |
| Retail — West | $96,800.00 | $25,600.00 |
| Wholesale | $45,550.00 | $22,650.00 |
Ask a question, get an answer grounded in your data.
Ask AI reads the business’s own scoped records — not the open internet — so an answer about margin or growth is a fact you can trace back to a ledger entry.
- Scoped to the business you are looking at, or consolidated on request
- Answers reference the same records visible elsewhere in Countmill
- A full-page assistant, not a buried chat widget
“Which business drove most of our growth this quarter?”
From a question to budget vs. actual.
The same scoped data, whichever way you ask.
Question
Ask AI or a stock report is the starting point, scoped to a business or run consolidated.
Answer from scoped data
Ask AI answers from the business’s own records, read at query time.
Ask AIDrill to transactions
Any number traces back to the ledger entry, invoice or record behind it.
Custom report saved
Filters, grouping and columns save as a custom report, shared like any other.
Budget vs. actual
Financial statements check against budgets, by class or by business.
An answer you can trace back to a record.
Ask AI reads the business’s own scoped data at query time — never the open internet, never a training set.
- Scope
- One business, or consolidated on request
- Source
- Your own ledger and records, at query time
- Traceability
- Every answer references a real record
Connected to the rest of Countmill.
The same customer, product, entity and ledger everywhere. No sync jobs, no CSV exports between apps.
Common questions.
Does Ask AI see data across every business?
Ask AI is scoped to the business you are viewing by default; a consolidated question can be asked from the group-level view.
Can we build a report that spans multiple apps?
Custom reports can filter and group across reportable objects from CRM, Commerce, Books, People and Support on one page.
How current are the financial statements?
Statements read the ledger directly, so a posted invoice, bill or journal entry is reflected the moment it is posted.
Is Ask AI trained on our data?
No — it answers by reading your business’s own scoped records at query time; it does not train on your data.
See your own numbers, not a demo dataset.
Explore Analytics scoped to your own businesses and ledger.