
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.

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.

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

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?
Yes, the system offers extensive options for customizing lists and reports by selecting the necessary data columns, as well as sorting and grouping methods.
In what formats is data export available?
Most reports and lists can be exported to Microsoft Excel, PDF, or prepared as print-ready documents.
Is an interim balance sheet prepared mid-year an official document?
The operational balance sheet is intended for internal management and decision-making. It provides an accurate overview of the company's status, whereas the annual report is prepared separately after the end of the financial year.
