Reports & Analytics

Overview

NEXOS provides financial reporting across all processed invoices and receipts, giving operations and finance teams visibility into spend patterns, vendor activity, and document processing volumes.

Available Reports

Spend by Vendor — Total spend per vendor over a selected date range.

Spend by Category — Expense breakdown by tax category or account code.

Invoice Volume — Document counts by day, week, or month.

Approval Activity — Approval rates, decline rates, and average approval time.

Sync Activity — QuickBooks and Xero sync success rates and volumes.

Exporting Reports

All reports export to CSV or Excel from the Reports page. Export options are available in the top-right corner of each report view.

Scheduled Reports

Configure scheduled report delivery via email on weekly or monthly cadences. Configure in Settings → Reports → Scheduled Delivery.