Available now

Reports and exports from data you already have

AR aging, WIP, and profitability by landman or county — plus Excel and CSV exports through signed, expiring links. Generated from the same approved time and invoices, never re-keyed.

Start Free Trial Get a Demo

Financial reporting dashboard — coming soon

Every number traces back to the work

AR aging and WIP report — coming soon

Drill by dimensionBilling and profitability by project, county, or landman — actual vs. budget at a glance.

Cash-flow forecastsProject receivables forward from invoices and approved work already in the system.

.xlsx / .csvExport by invoice or date range to Excel and CSV, delivered through signed, expiring download links — the bytes never round-trip through email.

Export dialog with column template picker — coming soon

Per-role templatesColumn sets per role, like Roles — system defaults you can disable, then restore.

Start Free Trial →No credit card.

Financial reports Exports Export templates Start Free Trial

Financial reports

AR aging, work-in-progress, profitability by landman or county, and cash-flow forecasts — each generated from the same approved entries and invoices the rest of the platform runs on. Mineral-owner tracking and per-project budgets are included, so actual-vs-budget is one view, not a weekend reconciliation.

Profitability by landman report — coming soon

Exports

Excel and CSV exports with per-role column templates — export by invoice or by date range, delivered through signed links that expire. Approved time flows straight into invoice generation, and every export reflects the same source data your reports do.

Export configuration — coming soon

Export templates

Column templates follow the same pattern as Roles: system templates ship ready to use, you can tailor or disable them, and a restore brings the defaults back. Each client gets the layout they expect without anyone reformatting a spreadsheet by hand.

Export template designer — coming soon

Month-end spreadsheets vs. TitleTerra

CapabilitySpreadsheets + emailTitleTerra

Report dataRe-keyed from exports, stale by MondayLive from approved time and invoices already in the system

ProfitabilityA pivot table someone maintainsBy project, county, or landman — actual vs. budget built in

Client exportsReformatted by hand per clientPer-role column templates, applied automatically

DeliveryEmailed attachments, no expirySigned download links that expire

Close the month without rebuilding it in Excel

Start Free Trial See Financials