Financial Reports

Create smart and customized reports to suit your business.

Check key figures to see sales for the month, confirmed orders, accounts receivable and your current bank position. Drilldown tables to see further analysis.

Key Figures

Banner figures can be defined in settings to show your current Bank position, who owes you money and who you owe money to.


Pie, Bar and Funnel charts are all available with drilldown on the legends.


Surf Accounts reports cover every aspect of your business reporting needs. From detailed sales invoice analysis to a Trial Balance.

Create customized dashboards to your staff. Let sales staff see only the sales pipeline and accounts and executives to see only bank positions.
Every figure displayed on the charts and tables of the dashboard can be drilled down into the detailed report analysis of that summary figure. You can make selections from the drill down report screen if you want further analysis.

You're in good company

Key Features


Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more


Invoice your clients in any currency with daily updated exchange rates.

Estimates & Orders

Streamline your sales process. Send estimates automatically to invoicing. Read more


Track sales and purchases. Get real time stock levels. Read more

Sales Pipeline

Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more


Track prospects, check sales estimates, transactions and balances for all customers. Read more


Create smart and customized reports to suit your business. Read more

Surf App

Run your business on the go with Surf Accounts App. Available for iOS and Android. Read more


Easy TAX calculation. Make sure your TAX is calculated correctly. Read more

Bank Reconciliation

Connect your bank accounts to Surf Accounts for simple Bank Reconciliation. Read more


Record details and keep track of prospects for future reference. Read more


Secure accounting software. Microsoft Azure securely hosted in Microsoft's EAST US data centre in Virgina, USA. Read more


See the big picture for your business. A core financial tool containing all your business assets, revenue, equity and expenses.

Time Tracking

Record details and keep track of prospects for future reference.


Take sections of your business and measure their costs and profitability by division.

30-Day FREE Trial

No credit card required. No commitment.


Sign Up for Newsletter

By signing up to our newsletter, you agree to our terms of use, privacy policy and to receive news, events & offers.