Reports and documents

Transparent financial reporting and efficient document management. Gain instant insight into your company's performance metrics and generate necessary reports with a single click.

A woman writing in a notebook at a desk, with a laptop and two coffee mugs beside her in a dimly lit room.
A woman writing at a desk with a laptop, with a vase of pink tulips in the foreground.

Financial and tax reports

Prepare mandatory reports in compliance with national requirements without the stress using Jumis and Jumis Finance. For small businesses, this means simple and fast tax filing, while for medium-sized enterprises, it provides the ability to track profit and budget performance in real time.

  • VAT return: Automatic creation and direct (only with Jumis Finance) submission to the SRS EDS without leaving the program;
  • Balance sheet and P&L (Profit and Loss statement): Instant preparation on any day of the month with automatic balancing of assets and liabilities;
  • Automated financial reports and statements: Cash flow control and budget tracking for precise planning.
Hands resting on a document being reviewed, with a laptop and sunglasses on the desk alongside.

Employee and payroll reports

Gain a detailed overview of personnel costs and tax liabilities with Jumis People/People+. The system helps medium-sized enterprises analyze costs by department, while providing small businesses with a convenient and compliant way to maintain payroll records and lists.

  • Payroll reports and salary records: Comprehensive summary of calculated salaries, withheld taxes, and payouts;
  • Detailed reports by department: Ability to group data by department or project using the Jumis People+ module;
  • Export options for reports and documents: Rapid data preparation for further use or submission to third parties.
A dark-haired woman in a pink jumper working at a computer.

Data management and export

Customize the appearance of reports to suit your needs and access data in a format that works for you. This functionality allows small and medium-sized enterprises to maintain flexibility when working with information, ensuring the highest level of data transparency.

  • Customizable lists for individual needs: Ability to freely rearrange columns, group data, and filter information;
  • Excel and PDF exports: All reports and lists are easily exportable for further analysis or archiving;
  • Drill-down capability for report totals: A feature that allows you to drill down from a summary total to the specific source document.

The features your business needs

National Library of Latvia

Manage your company's data intelligently with Jumis solutions!

Comparison of Jumis and Jumis Finance

Jumis

Jumis Finance

Direct integration with the SRS EDS

VAT, PIT, SSC

Operating balance sheet and P&L

Data allocation by project/object

Data analysis by dimension

Visual dashboard

Rapid document posting and processing

Customizable document templates

Integration with specialized POS systems

Data export (Excel, XML, PDF)

Integration with BI analytics tools (flex.bi)

Frequently Asked Questions

Can I customize reports to suit my needs?

In what formats is data export available?

Is an interim balance sheet prepared mid-year an official document?