Documentation
Everything you need to use Streamline Reports — from building your first report to delivering a polished monthly close.
What is Streamline Reports?
Streamline Reports turns your monthly close into a finished, branded report your clients actually want to read. Connect QuickBooks Online or Xero, build a report from drag-and-drop blocks, and send a polished PDF from your own Gmail or Outlook — in minutes, not hours.
Quick links
| Building a report | Blocks, templates, and how to pull live data |
| Excel export | Download report data as a multi-sheet .xlsx workbook |
| Custom Code block | Write raw HTML/CSS for fully custom report sections |
Plans & access
| Feature | Free | Pro | Team |
|---|---|---|---|
| Report builder | Core blocks | All blocks | All blocks |
| PDF generation | 50/mo | Unlimited | Unlimited |
| Report sends | 5/mo | Unlimited | Unlimited |
| Excel export | — | ✓ | ✓ |
| Custom Code block | — | ✓ | ✓ |
| Team seats | — | — | 3 included |
| Clients | 3 | 15 included | Unlimited |