Marlo – Statements

Modified on Thu, 26 Jun at 7:39 AM

The Statements module in Marlo offers automated Profit & Loss (P&L) and Balance Sheet reports, helping companies track overall financial performance in real time. Designed for finance teams, CXOs, and auditors, it provides clarity on income, expenses, assets, and liabilities across your maritime business.


Key Features


Profit & Loss Statement


  • Tracks company revenue vs. expenses

  • Breaks down voyage income, charter hire, bunker costs, port DAs, etc.

  • Supports time-based comparison: monthly, quarterly, or custom periods


Balance Sheet


  • Summarizes assets, liabilities, and equity

  • Displays vessel market value, loans, receivables, payables, and cash reserves

  • Helps evaluate financial standing for audits and investor briefings


Data Sources


Financial data is synced directly from integrated accounting platforms such as:

  • Xero

  • QuickBooks

  • Zoho Books

  • Sage IntacctNetSuiteInvoice Ninja, and more


These integrations ensure that your P&L and balance sheet reflect real-time, reconciled financials.


Capabilities

  • Time range filtering (monthly, quarterly, yearly)

  • Export as PDF or Excel

  • Share internally or with financial institutions

  • Drill down into specific cost components

  • View trends in profitability or asset value


Use Cases

  • Finance Team: Maintain accurate financial statements effortlessly

  • CXOs: Get instant access to enterprise-level performance

  • Banks/Investors: Assess creditworthiness with real-time reporting





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