Introzy's Financial Reports section gives you two purpose-built reports for understanding your organization's financial position: an Income Statement (Profit & Loss) and an Accounts Payable report. Both reports support CSV export for use in external tools like Excel or QuickBooks.
Navigate to Finance > Reports in the left sidebar to access them.
⚠️ Note for Solution Providers: Finance > Reports is for internal team members (Admins and Finance users) only. However, Solution Providers have their own Finance > Accounts Payable page — this is a separate page where you report the amounts you collected from each referred seeker each period. It is not the same as Finance > Reports > Accounts Payable described in this article.
This page only appears when the marketplace admin has enabled Periodic Reporting in Settings > Workspace/Finance > Billing & Reporting. If Periodic Reporting is off, Solution Providers will not see Finance > Accounts Payable in their sidebar at all.
See Report your monthly payments with Accounts Payable for the Solution Provider guide.
Report Types
Income Statement
The Income Statement shows your organization's Profit & Loss for any date range you choose.
To open it: Go to Finance > Reports and click View Report under Income Statement.
What you can do:
Set a Start Date and End Date to define the reporting period.
Toggle between Cash and Accrual basis using the selector in the top right.
Review the three summary cards at a glance: Total Revenue, Total Expenses, and Net Income.
Drill into the Detailed Breakdown table, which starts with three top-level lines (Revenue, Expenses, Net Income) and lets you expand each row to drill down through: Revenue → Accounts → Entities → Deals.
Click Export CSV (top right) to download the report for external analysis.
When to use it: Use the Income Statement at the end of a billing period to review overall financial performance, or when preparing data for accounting review.
Accounts Payable (Admin Report)
This is the admin/finance-user report. It shows what your organization owes to connectors and facilitators, broken down by deal. This is different from the Solution Provider's Finance > Accounts Payable page.
The Accounts Payable report shows what your organization owes to connectors and facilitators, broken down by deal.
To open it: Go to Finance > Reports and click View Report under Accounts Payable.
What you can see at the top:
Total Deals — number of deals with payable amounts
Total Deal Value — combined value of all deals in view
Total Payable — total amount owed across all recipients
Recipients — number of distinct payees
Filtering the report:
Status — filter by deal or payment status
Period Start / Period End — narrow to a specific date range
Search bar — search by deal, recipient, seeker, or solution provider
Table columns:
Column | Description |
Deal ID | Links directly to the deal record |
Seeker | The person or entity who originated the referral |
Solution Provider | The company handling the deal |
Deal Amount | Total value of the deal |
Recipient | Who is owed the payment |
Role | Whether the recipient is a Connector or Facilitator |
Amount Owed | Dollar amount owed to this recipient |
% | The commission percentage applied |
Click Export CSV (top right) to download the full report.
When to use it: Use Accounts Payable at month-end or quarter-end to identify outstanding obligations to connectors and facilitators before processing payments.
Exporting Reports
Both reports support CSV export. To export:
Open the report (Income Statement or Accounts Payable).
Apply any filters you need to narrow the data.
Click Export CSV in the top right corner.
The downloaded file can be opened in Excel, imported into QuickBooks, or shared with your accounting team.
Note: PDF export is not currently available from the Reports page. If you need a formatted PDF, open the CSV in Excel and export from there, or use your browser's print function on the report page.
Other Finance Views
Reports is one of several Finance views in Introzy. Here's how the full Finance section is organized:
Section | Who can access | Purpose |
Fee Plans | Admin, Finance | Define how commissions and fees are calculated |
Deals | Admin, Finance, Solution Providers, Connectors | Manage active finance deals and payment items |
Invoices | Admin, Finance, Solution Providers, Connectors | Track and manage all invoices by status and payee type |
Accounts Payable | Solution Providers (only when admin has enabled Periodic Reporting in Settings > Workspace/Finance) | SPs report the amounts they collected from each referred seeker each period. Only visible when Periodic Reporting is on. This is NOT the same as Finance > Reports > Accounts Payable. |
Accounts Receivable | Admin, Finance | Reconcile solution provider reporting by period (admin-facing view of SP submissions) |
Reports | Admin, Finance | Income Statement and Accounts Payable reports |
Ledger | Admin, Finance | Full audit trail of all financial transactions |
Common Questions
Do Solution Providers have access to Accounts Payable?
Only when the marketplace admin has enabled Periodic Reporting in Settings > Workspace/Finance > Billing & Reporting. When it is on, Solution Providers see
Finance > Accounts Payable in their sidebar — a reporting tool where they enter amounts collected each period (not the admin AP report in this article). When Periodic Reporting is off, the Finance > Accounts Payable page does not appear in the SP's sidebar at all. See Report your monthly payments with Accounts Payable.
I don't see data for a period I expect.
Check your Start Date and End Date filters. If invoices for the period are still in Draft status, they may not appear in the Income Statement depending on your basis setting (Cash vs. Accrual).
Revenue numbers don't match QuickBooks.
Introzy syncs invoices to QuickBooks when the integration is active. Discrepancies can occur if invoices haven't been synced yet, or if entries were made directly in QuickBooks. Go to Finance > Invoices and use Sync All to QuickBooks to push any unsynced invoices.
A connector or facilitator is missing from the Accounts Payable report.
Check that the deal they're associated with has a fee plan applied and that their role (Connector or Facilitator) is correctly set on the deal.
The Export CSV button isn't working.
Try refreshing the page and re-applying your filters before exporting. If the issue continues, contact support.