Skip to content

Financial reporting software for small businesses

Get financial reports that help you stay on top of tax, cash flow and day-to-day business decisions. From GST reporting to budget tracking and custom reports, MYOB helps you understand where your business stands.

Financial reporting with built-in compliance and financial visibility

IR compliance made easy

Built-in tax, GST, and payroll reporting helps you stay compliant without the stress.

Cash flow visibility

Get a quick snapshot of your financial position, drill into the numbers, and set budgets.

Customisable report templates

Create and save customised reports, so you can focus on the numbers that matter most to your business.

Financial reporting features for New Zealand small businesses

Report showing GST on sales, purchases and non-capital purchases.

Simplified tax reporting

Make tax reporting easy with ready-to-go reports designed for IR compliance.

  • Automate GST tracking with pre-filled GST reports

  • Share access with your accountant or bookkeeper to review at no extra cost

  • Lodge GST reports to IR from MYOB

Need to pay employees in MYOB?

Automate Payday filing reporting direct to IR.

A snapshot of a customisable profit and loss report within the MYOB interface, showing editable financial categories and reporting options, including date ranges and categories.

Customise reports with data you want to see

Start with a standard report, then customise and save the template to drill into the details that matter to you.

  • Get access to ready-to-go reports like Profit and Loss reports and Balance Sheets

  • Add, reorganise or remove columns

  • Create reports that span years, quarters or weeks

  • Set up custom categories and jobs to track what matters

  • Zoom in on specific time periods to see seasonal trends

A snapshot of the MYOB interface displaying a budgeting dashboard comparing financial performance to monthly budget for the month of January.

Create budgets to avoid overspending

Keep an eye on what’s coming in, what’s going out, and what you need to hold onto for later.

  • Access quick-and-easy budget templates

  • Set budgets for specific jobs or time periods

  • Set spending limits so you can keep cash aside for upcoming expenses

  • Download sales reports to see how products and services are performing against costs

Reduce manual effort with pre-filled data

Keep reports accurate with synced data – all flowing into your reporting automatically.

  • Sync bank transactions for real-time cash flow reporting

  • Extracts data from receipts for accurate expense tracking

  • Automate GST tracking on expenses and receipts

  • Sync payroll and timesheet data for Payday filing

  • Go back years, or just a couple of weeks, with detailed financial records

See how businesses have more visibility with MYOB

Making a start with MYOB is simple

Whether you're just starting out, or run an established business, you can manage your entire business with MYOB.

Get 50% off your first year

MYOB Business

Lite

For sole traders and small business with up to 2 employees.

$157.50/year + GST
$315/year after offer period
Save $157.50 in the first year
  • Now with in-built AI features
  • Create and send unlimited professional invoices and quotes
  • Connect up to 2 existing bank accounts
  • Add payroll for up to 2 employees (extra $3/month + GST per employee)
Get 50% off your first year

MYOB Business

Pro

For small to medium businesses with multiple employees.

$292.50/year + GST
$585/year after offer period
Save $292.50 in the first year
  • Now with in-built AI features
  • Connect unlimited bank accounts
  • Scan and store receipts
  • Add payroll for unlimited employees (extra $3/month + GST per employee)
Compare plans and pricing

Currently in beta

Turn numbers into decisions

Our new AI Business Insights feature gives you a clear view of your business. See highlights about what's driving your cost and spending, key trends on your income and cash management, and drill further into your numbers.

Spend less time analysing spreadsheets and more time making informed decisions that can transform your business. 

Find out more about the MYOB's AI experience.

Discover AI at MYOB
Financial AI interface showing "Cash covers about five months of costs" with purple circular design elements

Need more than financial reporting?

Connect reporting with tools for taxes, expense tracking, invoicing, and more – all in one place.

Tax and GST

Have GST automatically calculated for you. Prepare and lodge your GST return directly with the IR from your MYOB software.

Expense management

Track bills in your software, automatically match purchases to your bank transactions, and easily on-charge expenses to your customers.

Invoicing and quotes

Create and send professional invoices with customisable templates. Add pre-saved costs and customer contacts for fast and easy invoicing.

Explore more features

All your questions answered about MYOB financial reporting software:

Who is MYOB’s financial reporting software for?

MYOB’s financial reporting supports all types of businesses – from sole traders who want basic tax, expense and income reporting, to small businesses who need payroll and inventory reports.

What can I report on in MYOB?

MYOB gives you ready-made reports, plus the option to customise them. You can use reports to check things like:

  • Tax reports (e.g. GST)

  • Payday filing

  • Cash flow

  • Sales and purchase

  • Stock and inventory

  • Banking

Customise reports to suit you and set up job tracking or categories for more detailed insights.

Can I download and share reports from MYOB?

Yes! You can download reports as PDFs or spreadsheets. Share with your accountant, bookkeeper or business partner as needed.

You can also invite your accountant or bookkeeper to access MYOB at no extra cost.

What is financial reporting software?

Financial reporting software is a tool that allows you to generate instant reports for any area of your business. These include tax reports and cash flow reports, as well as reports on income and expenses, sales, purchases, banking and more.

With financial reporting software, you can customise reports with the most relevant and useful information, and save your customisation to download anytime you need an update.

Can I migrate my data into my MYOB Business software?

There are two ways to move your data to MYOB.

Option 1: Manage your own move

See our step-by-step guides:

Option 2: Get help moving from Reckon, QuickBooks or Xero to MYOB

With the help of MMC Convert, our migration partner, you can have your data securely migrated from your current accounting software to MYOB. Plus, we'll cover the cost to migrate data from the current and previous financial year. Make the move.

How do I use financial reporting?

From the Reporting section in MYOB Business, you can view saved reports or create new customisable reports. You can run reports on sales and purchases, income and expenses, stock and inventory, banking and more. Once you’ve chosen the report you need, you can download it as a PDF file or spreadsheet to share, save or analyse further.

Can I give access to other people?

Absolutely. You can share your account with your accountant, bookkeeper or business partner at any time at no extra cost.

You can also adjust their access level so you can control what they can see or do.