Create customized invoices, estimates, labels and more, directly from your QuickBooks Online data

  • Batch generation, print & e-mail tools
  • Store and share your documents
  • Track e-mail and document events
  • Export to PDF and HTML
  • Save to Dropbox

Give Actual Reports a try - it's free for 30 days

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Document editor

Create any kind of document templates, from invoices and estimates to packing slips and labels.

Batch e-mail sender

You can batch e-mail hundreds of invoices and estimates at once with personalized messages for each customer.

Event tracking

We track all the e-mail and document events, so you know who viewed them and when, who downloaded or signed the document.

Dropbox integration

Our Dropbox integration allows you to save all your documents to your Dropbox folder in just a few clicks.

Build templates with browser-based editor

Build rich document templates with our easy-to-use document editor. Our editor enables you to create any kind of document templates by simply dragging and dropping components onto the canvas, connecting them with data from a constantly expanding list of supported data sources, and generating outputs. Actual Reports offers a large number of components to build document templates including charts, barcodes, images, text, formatting tools, nested components for complex data and much more.

Merge your templates with data

You can easily populate your documents from multiple data sources. Import data from other cloud services like QuickBooks Online or Ebay or upload Excel Spreadsheets, CSV or JSON formatted files. You can also use our API to link Actual Reports with other software and databases. The future will hold integrations with NetSuite, Salesforce, Xero and other platforms in accounting, ERP, sales and HR space. If your desired platform is currently not supported, please contact us and we will consider adding that to the scope.

Deliver and track the lifecycle

Our built-in workflow system allows you to choose the delivery method and track the delivery of your documents. We provide multiple delivery methods from batch emailing to archiving and saving documents directly to Dropbox. You can also share them publicly and track who viewed them and when, who downloaded or signed the document.

Get started today with a 30-day free trial, no credit card required!

Starter

$19/Mo.

Get Free Month
  • Merges 100/Mo.
  • 1 user
  • 5 templates
  • Premium support

Basic

$49/Mo.

Get Free Month
  • Merges 500/Mo.
  • 2 users
  • UNLIMITED templates
  • Premium support

Professional

$99/Mo.

Get Free Month
  • Merges 2,500/Mo.
  • 5 users
  • UNLIMITED templates
  • Premium support

Premium

$299/Mo.

Get Free Month
  • Merges 5,000/Mo.
  • UNLIMITED users
  • UNLIMITED templates
  • Premium support