---
description: Discover the benefits and disadvantages of Streamline Reports.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Streamline Reports Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/30050/financial-reporting/software) > [Streamline Reports](/software/1111284/Streamline-Reports)

# Streamline Reports

Canonical: https://www.capterra.co.uk/software/1111284/Streamline-Reports

> Streamline Reports is reporting software that automates QuickBooks and Xero data into branded client reports for bookkeepers.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Streamline Reports?

Solo bookkeepers and small bookkeeping or accounting firms (1–10 staff) who deliver monthly financial reports to their small-business clients on QuickBooks Online or Xero.

## About the vendor

- **Company**: Streamline Reports

## Commercial Context

- **Starting Price**: US$0.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, New Zealand, United States

## Features

- Data Import/Export
- Financial Analysis

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software)

## Alternatives

1. [Xero](https://www.capterra.co.uk/software/169561/xero) — 4.4/5 (3323 reviews)
2. [Epicor Prophet 21](https://www.capterra.co.uk/software/1069364/Epicor-Prophet-21) — 3.9/5 (90 reviews)
3. [Navan](https://www.capterra.co.uk/software/169591/tripactions) — 4.6/5 (213 reviews)
4. [FinAlyzer](https://www.capterra.co.uk/software/167412/finalyzer) — 4.5/5 (19 reviews)
5. [Vizlib](https://www.capterra.co.uk/software/1026675/vizlib) — 4.5/5 (18 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1111284/Streamline-Reports)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10055782/Streamline-Reports/> |
| en-AE | <https://www.capterra.ae/software/1111284/Streamline-Reports> |
| en-AU | <https://www.capterra.com.au/software/1111284/Streamline-Reports> |
| en-CA | <https://www.capterra.ca/software/1111284/Streamline-Reports> |
| en-GB | <https://www.capterra.co.uk/software/1111284/Streamline-Reports> |
| en-IE | <https://www.capterra.ie/software/1111284/Streamline-Reports> |
| en-IL | <https://www.capterra.co.il/software/1111284/Streamline-Reports> |
| en-IN | <https://www.capterra.in/software/1111284/Streamline-Reports> |
| en-NZ | <https://www.capterra.co.nz/software/1111284/Streamline-Reports> |
| en-SG | <https://www.capterra.com.sg/software/1111284/Streamline-Reports> |
| en-ZA | <https://www.capterra.co.za/software/1111284/Streamline-Reports> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"Streamline Reports","description":"Month-end client reporting software for bookkeepers — connect QuickBooks\nOnline or Xero, generate branded PDF financial reports, and email them to\nclients from your own address.\n\nStreamline Reports is a focused tool for bookkeepers and small accounting\nfirms. It connects to QuickBooks Online or Xero, pulls the standard\nmonth-end statements (P&amp;L, balance sheet, and more), assembles them into a\nbranded PDF, and sends them to clients from your own Gmail or Outlook. It\ndoes one thing — the repetitive monthly client-reporting routine — rather\nthan being a full advisory or forecasting platform.\n\n  Free  — $0/mo · up to 3 active clients · 50 PDFs/mo · QBO + Xero\n  Pro   — $49/mo · full white-label · unlimited PDFs · scheduled sends · 30-day trial\n  Team  — $139/mo · 3 seats · unlimited clients · shared templates","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/723cfb77-d127-4859-b06a-a6ba9433e64b.png","url":"https://www.capterra.co.uk/software/1111284/Streamline-Reports","@id":"https://www.capterra.co.uk/software/1111284/Streamline-Reports#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"0","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.uk/software/1111284/Streamline-Reports#faqs","@type":"FAQPage","mainEntity":[{"name":"What is Streamline Reports?","@type":"Question","acceptedAnswer":{"text":"Month-end client reporting software for bookkeepers — connect QuickBooksOnline or Xero, generate branded PDF financial reports, and email them toclients from your own address.Streamline Reports is a focused tool for bookkeepers and small accountingfirms. It connects to QuickBooks Online or Xero, pulls the standardmonth-end statements (P&L, balance sheet, and more), assembles them into abranded PDF, and sends them to clients from your own Gmail or Outlook. Itdoes one thing — the repetitive monthly client-reporting routine — ratherthan being a full advisory or forecasting platform.Free— $0/mo · up to 3 active clients · 50 PDFs/mo · QBO + XeroPro — $49/mo · full white-label · unlimited PDFs · scheduled sends · 30-day trialTeam— $139/mo · 3 seats · unlimited clients · shared templates","@type":"Answer"}},{"name":"Who Uses Streamline Reports?","@type":"Question","acceptedAnswer":{"text":"Solo bookkeepers and small bookkeeping or accounting firms (1–10 staff) who deliver monthly financial reports to their small-business clients on QuickBooks Online or Xero.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/1111284/Streamline-Reports#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Reporting Software","position":2,"item":"/directory/30050/financial-reporting/software","@type":"ListItem"},{"name":"Streamline Reports","position":3,"item":"/software/1111284/Streamline-Reports","@type":"ListItem"}]}]}
</script>