Generating a bank ready financial report

If you are applying for credit, a lender usually wants more than a single score. Apex includes a full financial report built from your BizOS data, formatted to be usable by a bank or lender.

Go to Creditworthiness and choose Generate Report. BizOS pulls together your invoicing history, payment collection, and Financial Health Score into a single document.

You can export the report as a PDF or CSV depending on what your lender prefers. The PDF is formatted and ready to hand over directly, while the CSV gives raw data if a lender wants to review the numbers themselves.

Because the report is generated from your actual account activity, it is only as strong as the data behind it. Keeping your invoicing and payment records up to date throughout the year makes for a stronger report when you actually need one.