Reports

Know what happened this month, quarter, year, or custom range.

SealBook turns journal entries, cases, payments, expenses, mileage, and clients into a practical reporting layer for notaries and firms.

July 2026 report
ACTS38
REVENUE$1,240
EXPENSES$186
PROFIT$1,054
OUTSTANDING$220
Date ranges

Month, quarter, year, custom

Pick a range and every KPI updates from the same backend report contract.

Tax prep

Schedule-C shaped

Gross receipts, expense categories, miles, and net profit are grouped for review.

Export

CSV download

Send reports to a bookkeeper, accountant, firm admin, or your own spreadsheet.

Analytics follows the case lifecycle.

A booking creates a case. A case gets services and payments. A journal entry records the act. Reports unify those pieces.

Breakdowns
Fees by act type$620
Top clients8
Expenses by category$186
Miles logged74.4