AFGTracker
Sign in

AFGTracker · Reports and handoff

Hand your accountant a finished year

Profit and loss for any period, what you are owed, where the money went, and a readiness score that says what is still missing. When it is ready, one workbook goes to your accountant.

Try the demo, no sign-upSee pricing

Reports, 1099 prep and spreadsheet export are on Pro. Free includes 4 accountant handoffs a year.

The AFGTracker reports screen on a phone: a tax readiness score of 100, profit and loss for the year to date, and insight tiles.
The real app, showing demo sample data.

What it does

  • Profit and loss for the year to date or any date range.
  • Outstanding and overdue invoices, and your top clients.
  • Expenses by category.
  • An estimated quarterly tax figure from this quarter's profit.
  • 1099-NEC prep: which vendors are missing an address or tax ID.
  • A tax readiness score with the items still to clean up.
  • One workbook of your invoices, expenses, receipts, mileage, clients and vendors, for your accountant.

How it works

  1. 01

    Keep the books as you go

    Invoices, expenses, receipts and mileage feed the reports.

  2. 02

    Fix what the score flags

    The readiness score lists what is missing before handoff.

  3. 03

    Hand it off

    Send it to Arqam Financial Group in one tap, or download it and send it to any accountant.

Questions

What does my accountant receive?

A workbook of your invoices, expenses, receipts, mileage, clients and vendors, organised to work from. Sent through the app, it arrives as a download link that expires after three days.

Is the quarterly figure what I owe?

No. It is an estimate from this quarter's recorded profit to help you set money aside. Your actual tax depends on your whole year.

Do I have to use Arqam?

No. Download the file and send it to any accountant.

AFGTracker is a product of Arqam Financial Group. General information, not tax or legal advice.