The Renewed financial statement view replaces the previous Word document-based workflow for preparing financial statements in Finago Procountor. However, the Word versions will remain available in the traditional views for now.

You can now create a complete, professional financial statement document directly in Procountor without a separate Word file. The document can be exported in PDF format for sharing with other stakeholders.

In the Renewed financial statement view, it’s possible to create an interim financial statement in addition to the regular one. An interim statement is prepared for an open financial years by selecting a separate closing date for it.

To make the new feature visible, the renewed views must be activated in Procountor under Basic information > Activate views.

Once you have the renewed view enabled, you can find the new financial statement view in Procountor under Accounting > Financial statements (new). The new financial statement can also be accessed via the Procountor search bar.

Click “Create new”, after which the other tabs will be activated.

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The new financial statement view is only available in Procountor’s renewed views.
The existing user rights serve as the basis for the user rights of the renewed financial statement. User rights can be edited in Procountor under Users and user rights > Accounting > Financial statement tools.

Below is a description of how different user rights affect what a user can do in the renewed financial statement.

Help texts (the i-button) have been added to key views in the financial statements functionality. In each view, the i - button opens an information dialog describing the purpose of the stage and the actions to be taken.

Help texts are available on the following pages:

On the Starting page, the basic information for the financial statement is defined before starting the editing:

​Template
Select a Procountor default template or a previous financial statement (if available).

If the previous document has been prepared in a specific language, the language selection in the copy will be locked to that language.

Financial year
All open and closed financial years are available for selection. The financial statement can be created for a closed financial year.

Financial statement / Interim statement
Instead of the whole financial year’s Financial statement, you can create an interim statement. You can find more detailed instructions from “How to create an interim financial statement”

Language
You can select Finnish, English, or Swedish as the language.

By default, the program suggests the company language defined in Procountor under Management > Basic info.
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The selected language determines the language of the notes and other default texts.

After the financial statement has been started and the selections have been made once, the selections on the Starting page will become read-only (greyed out). The selections cannot be changed afterwards.

The Reset button in the Functions menu clears all data and returns you to an empty start tab.

The Discard button restores changes to the previously saved version.

Important note on default report formulas: On the starting page, a reminder is shown that balance sheet and income statement modifications must be made in the Default report formulas view (Management > Accounting settings > Default report formulas), not in the financial statement editor.

Starting page: Select the template, financial year, and language, and start the financial statement
​Balance sheet: Import and review balance sheet figures
​Income statement: Import and review income statement figures
​Notes to the financial statement: Edit and organize notes

Additions: You can upload optional reports: Cash flow statement and annual report.
​Preview: Review the completed document and export it (PDF)
​Signature: Define signatures

Each tab displays a subtitle indicating the financial year in the format "Financial year: dd.mm.yyyy–dd.mm.yyyy".

You can navigate between tabs freely without saving – changes are retained in memory. Unsaved changes are only warned about when you are leaving the editing view entirely.

Changes are saved using the Save button in the top right corner.

The balance sheet and income statement figures are automatically imported from Procountor accounting. When the document is created, the program uses the accounting data available at that time.

Subsequent changes to entries or default report formulas do not automatically update the saved document. However, changes made in accounting can be reflected by clicking the “Refresh data” button. The preview and PDF output use the same saved accounting data.
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Report settings
The dialog includes a link to the Default report formulas view, where balance sheet and income statement settings can be edited. The selections are saved in the database and also affect the layout of the exported document.
The “Report settings” button opens a dialog:

Density selection
The density selection is used to select Compact, Standard, or Spacious display style. The selection also affects the exported document.

Column headers

​Balance sheet: Name / Current financial year / Previous financial year
​Income statement: Name / Current financial year / Previous financial year

If there is no previous financial year (for example, a new company), the program automatically removes the third column.

In the exported balance sheet PDF, Assets and Liabilities always start on separate pages by default.

The default report formulas allow, for example, the following modifications to the balance sheet and income statement:

The following sections are automatically populated from accounting data:

These values are also included in the exported PDF document.

In the panel at the top of the Notes tab, you can find the following buttons and functionalities:

Edited notes are marked with a pencil icon. The icon remains next to the tab title when navigating to another tab.

Creating an own note
“Create own note” adds a new draft note at the bottom of the page. The following elements can be added to the note:

The order of sections can be changed by clicking Order & Filter and then using the drag and drop functionality on the section you wish to move.

Removing a section (except the main heading): in edit mode, click the Remove icon.

Editing a note to the financial statements

Editing an existing note is enabled by clicking the Edit button. This opens edit mode and displays buttons for adding a text field, table, and subheading.

The following functions are available below each note:

In the Renewed financial statement tool, you can now add a page break within a note. This makes it easy to format your PDF export just the way you want - for example, by starting certain content on a new page.

Here’s how to do it:
1. Open Financial Statements (new) in Procountor.
2. Select the note you want to edit.
3. Navigate to the spot where you’d like to insert a page break.
4. From the content element menu, choose “Page break.”
5. The page break will be added at that point - everything below it will start on a new page in the PDF export.
6. Save your changes and review the result in the PDF export.

A page break works just like text fields and tables - it’s its own content element that you can add or remove whenever needed. It doesn’t affect the layout in the editing view, only how the content is split across pages in the exported PDF.

In the Renewed financial statement tool, you can find a Reset to default button for individual taxonomy-based notes. This makes it easy for accountants to reset a note back to its original default template with just one click - saving time if changes were made by accident or if you want to start fresh.

Here’s how it works:
1. Open Financial Statements (new) in Procountor.
2. Select the note you want to edit.
3. Switch to edit mode.
4. At the bottom of the note, you’ll see the Reset to default button.
5. Click the button, and the system will reload the note’s default template content.
6. If the note includes values fetched from accounting data, those will also be updated.
7. Before saving, you can still discard the changes if needed.

Please note that the Reset to default button is only available for taxonomy-based notes. It is not available for own notes.

In the Renewed financial statement tool, there’s a setting that allows you to either show or hide table borders in notes. This setting is applied individually to each table in the note editor and directly affects the appearance of the PDF document.
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Here’s how to use it:
1. Open Financial Statements (new) in Procountor.
2. Select the note that contains the table you want to modify.
3. Switch to edit mode.
4. Click on the table you want to adjust.
5. In the table settings, choose either “Show borders” or “Hide borders.”
6. Select your preferred option—the change will be reflected in the PDF export.
7. Save your changes.

The border setting is applied per table, so you can hide borders in one table while keeping them visible in another. In the editing view, tables always appear the same - this setting only affects how they look in the exported document.

In the Renewed financial statements tool, you can format the header rows of tables within notes. This allows accountants to apply bold formatting, adjust text alignment, and add indentation to column headers - making tables easier to read. All formatting is also reflected in the PDF export.

Here’s how it works:
1. Open Financial Statements (new) in Procountor.
2. Select the note that contains the table.
3. Switch to edit mode.
4. Click on the header row of the table.
5. Available formatting options include: bold, text alignment (left/center/right), and indentation.
6. Apply your preferred formatting - it will be visible in the PDF export.
7. Save your changes.

At the moment, header formatting applies to the first header row only. In Procountor’s default template, columns 2 and 3 in the “Changes in Equity” note are right-aligned by default.

When the single note editing is complete, you can mark it as “Mark as checked”. The status indicator in the upper-right corner of the note will turn green when the button is clicked. If the note disclosure is edited, it will automatically revert to unchecked status.

The default financial statement template in Procountor has been improved in the updated financial statements tool. These updates relate to date formats and which notes are shown by default.

Change 1: Dates
In the “Changes in capital and reserves” note, dates are now displayed correctly with a period at the end. Previously, the final period was missing (e.g. “31.1” > now “31.1.”).

Change 2: Default notes displayed
The default template now shows only the seven most used notes. Other notes are hidden by default, but you can easily enable them if needed.
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The notes shown by default are:
• Notes to the financial statements
• Accounting principles
• Personnel
• Changes in equity
• Statement of the company’s solvency
• Statement of distributable equity in accordance with Chapter 13, Section 5 of the Limited Liability Companies Act
• Board of Directors’ proposal on the use of distributable equity

Change 3: Dividend distribution – Automatic retrieval from the account

In environments using the new chart of accounts templates, the system automatically retrieves dividend-related information from account 2261 (Payment of dividend) and enters it on the “Dividend distribution” row of the “Changes in equity” note.

If needed, you can enable hidden notes in the note management view under “Order & filter.”

You can create a new interim financial statement by following these steps:
1. Go to the Financial Statements (new) section via the side menu.
2. Click the Create new button on the homepage.
3. Select "Interim statement" as the period type.
4. Procountor software will display only the open financial years available for selection.
5. Choose the desired financial year. The start date will be filled in automatically (and can’t be edited).
6. Enter the end date for the interim period (it can’t go beyond the official end date of the financial year).
7. Confirm your selection. The process will be created as an Interim financial statement.
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Once you’ve selected an interim financial statement, the comparison periods for the reports are determined as follows:

Income statement:
Current period: the interim period itself (e.g. Jan 1, 2025 – Jun 30, 2025)
Comparison period: the entire previous financial year (e.g. Jan 1, 2024 – Dec 31, 2024)

Balance sheet:
Current period: the end date of the interim period (e.g. Jun 30, 2025)
Comparison period: the last day of the previous financial year (e.g. Dec 31, 2024)

Example: If the financial year is from January 1, 2025 to December 31, 2025, and the selected interim period is January 1, 2025 to June 30, 2025, the income statement will show January 1, 2025 to June 30, 2025 as the current period, and the entire previous financial year as the comparison period.

All transactions with an accounting date within the selected period are included in the interim financial statement. It’s important for the person preparing the interim report to make sure that accruals and any other entries have the correct accounting date - so that they’re included in the report if needed.

On the Additions tab, you can upload optional reports: Cash flow statement and annual report.
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When the financial statement is archived (Actions > Archive financial statement), the documents included in the financial statement (such as the annual report) are combined into a single PDF file.
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The maximum file size for attachments is 3 MB per file and only PDF format is allowed.
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The Additions tab also includes a list of accounting records and materials.

Deleting and reordering rows in the Accounting records and materials

Deleting a Specific Row

Deleting Multiple Rows at Once

Changing the Order of Rows

Remember to save your changes.

On the Preview tab, you can view the final PDF of the financial statement document.

The Cash flow statement and the annual report are shown in the table of contents and in the exported file in the selected order.

The balance sheet and income statement use the accounting data as it was at the time the financial statement was created, OR, if the figures have been updated, the data as it was after using the Refresh data function.

The PDF export follows the structure below:
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Page numbering starts from the Balance sheet page and is displayed in the top right corner in the format “3 / 16”.

The exported file supports Finnish and English translations for all section headings. Assets and liabilities always start on separate pages.

You can edit the name of the author of the financial statements in the basic info. Author name is not a mandatory and can be removed. Note. If author name is removed, the author name and title will not be displayed in the PDF export.

Other details (domicile, address, and Business ID) are set directly from the company’s information. If you want to change them, go to Management > Company info > Basic info.

On the Preview tab, the Edit the content order button opens a dialog where you can change the order.

In the new Financial Statements functionality, signatory management has been moved from the individual document level to the overview level, providing accountants with greater flexibility in managing signatory information.

Signatories' and auditors' details are entered in a separate Signatories dialog, which can be accessed both from the financial statement process and from the financial statement document editing page.

The signatories from the previous completed financial statement can be copied with a single click, eliminating the need to re-enter the same information each year. It is also possible to preview the final document, including the signature section, before initiating the signing process.

The place and date of signature, as well as the auditor's statement, are completed during the signature phase before the document is signed.
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Location
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Accounting > Financial Statements (New) > Starting page > select Financial Statement > press Signatories button in the upper-right corner of the page
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Instructions for use
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In the renewed financial statements functionality, the heading displayed in the signature section updates automatically when an annual report is added. The title changes from “Signatures of the financial statements” to “Signatures of the financial statement and annual report.”

Usage instructions

Open Financial Statements (new) and add an annual report to the statement. The heading in the signature section will update automatically. The change will be visible both in the editing view and in the PDF export.
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Mandatory information is marked with a star.

When no signatories or auditors have been added yet, the grid displays a clear empty-state message:

Unselecting the checkbox “An auditor will check the financial statement" – removes the auditor section from the document

Users can now delete an unfinished financial statement process.
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Note: Only financial statement processes that have not yet been completed or signed can be deleted. Confirmed financial statements cannot be deleted.
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Deleting the process:
1. Go to the financial statements list.
2. Find the financial statement process you want to delete.
3. Select the three dots at the right end of the financial statement row -> press “Delete”.
4. Confirm the deletion in the window that opens
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The Save button (top right corner) saves all changes to the financial statement, including unsaved changes in individual notes.
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The Discard button discards unsaved changes.
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Navigating between tabs does not cause any loss of unsaved changes.
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Unsaved changes are only warned about when the user leaves the financial statement view entirely.

Financial statement is now available in several languages. Translations enable international stakeholders to read financial statement documents in their own language.
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The translation of the financial statements can be started after the actual financial statements have been marked as completed.
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How to create a financial statement translation
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1. When the actual financial statements are ready, click “Mark as ready” on the start page. This activates the Financial statement translation section.
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2. In the “Create financial statement translation” section, select “Yes” if you want to create a translation. Select “No” to skip this section.
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3. When you select “Yes”, the translation settings open below. Select the language and template. You can choose the default Procountor template, which includes translations of the default notes’ texts in the selected language. Alternatively, you can choose the Financial statement document for the financial year, in which case the notes texts will be in the language of the actual financial statement. In this case, you must translate the notes’ texts into the translation language yourself. If a previous translation exists, you can also use it as a template (The previous financial statement translation).
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4. Click “Start” to edit the financial statement translation. Editing is done in the same way as editing the actual financial statements. The exception is signatures, which are imported directly from the actual financial statements and cannot be edited in the translation. If you want to edit signature information, you can do so in the financial statement document editing view.
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5. Complete the financial statement translation by clicking “Mark as ready”

Before starting the signature stage, the author of the financial statements can review all generated documents and attachments to ensure that the financial statements include all required material.

This stage can also be used as a reminder that the financial statements are being examined by the auditor before the actual audit. When you select “Set under review”, the stage status changes to “In progress”, making it easier to remember that the financial statements are awaiting review.

At this stage, a notification is also displayed if the financial period is still open. It also explains that other automatically generated documents, such as the general ledger, are created in the archive only after the financial period has been closed.

At the signature stage, you can start the signature process for the reviewed financial statements.

Signatory details

Signatory details are retrieved from the Signatures tab of the financial statements document. To edit the details, open the document and make the changes before starting the signature process.

Signature process

Once the signatories have been added correctly to the financial statements, select “Start signing process”.

Manual signature

Manual signature means exporting the unsigned document from Procountor, collecting the signatures outside the system, and then uploading the signed document back into Procountor.

If the financial statements document must be edited after the signature process has started, first cancel the process by selecting “Cancel signing process”. Then open the document for editing, make the necessary changes, and mark the previous stages as complete before starting a new signature process.

Once the financial statements have been marked as signed, they can no longer be opened for editing.

If you have uploaded a signed document, it is deleted automatically when the process is cancelled. The confirmation dialog clearly states that the file will be deleted.
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Created financial statements can be sorted in the “Created financial statements” view by the “Financial period” column or by the “Created” date. The numbers 1 and 2 displayed next to the titles indicate which column the financial statements are primarily sorted by.

Automatic archiving

Unsigned financial statements are archived automatically when Mark as ready-button is pressed.

We have improved automatic report archiving in the new Financial Statements functionality. When a financial year is closed, automatically generated files, such as the general ledger, general journal, and chart of accounts, will be available in the archive approximately 15 minutes after the financial year has been closed.

Reports for interim financial statements can now also be generated automatically. These files will be available in the archive approximately 15 minutes after the interim financial statement document has been marked as ready.
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Instructions for use:

Archiving interim financial statements

For interim financial statements, the archive entry uses the process-specific start and end dates instead of the dates of the full financial period. The financial statement can be archived before or after it is marked as ready from the Functions menu.

Archiving a Signed Financial Statement
You can download and archive a signed financial statement from the Signatures section.

By clicking “Upload signed document”, you can preview the signed document. By proceeding with “Mark as signed and archive”, the financial statement will also be transferred to the archive.

You can find the archived financial statement under Accounting > Archived financial statements. Please note that after the financial statement has been archived, it can no longer be edited. If changes are required, a new financial statement must be created from the beginning.

Note! Archiving requires full access rights to the Financial Statements functionality.

On the overview page, in the Financial statement document menu, you can mark the financial statement document as ready.

You can navigate to this section from the Preview tab via Back to financial statement and by clicking Mark as ready.

On the overview page, click Mark as ready > a confirmation dialog opens.

After confirmation:

The Ready status is shown in the top right corner. The document is saved as a template for future use.

After locking, to make changes, click Unlock. The document returns to In progress status. The Unlock- button is not available to users with viewing rights only.

On the Preview page, the Back to financial statement button takes you back to the overview page.

Final completion is done using the Mark as ready function on the overview page.

In the Financial statement document Actions menu, the Reset button clears the document (confirmation required).
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Below is a description of the error messages provided by the new financial statement view and how to resolve them.

No open financial year: In the Financial statements > Created financial statements view and when using the Create new button, the message “No data to display” is shown to the user, and it is not possible to select a financial year

​Main heading empty when saving: Saving is prevented, and the program displays the error message “Fill in required fields”
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Maximum character limits for subheadings, text fields, and cells:

Attachment over 3 MB: Upload is prevented. The program displays the error message “One or more files are too large or the file format is not supported. Check the file size and type and try again.”
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Non-PDF file uploaded to the archive: Upload is prevented. The program displays the error message “One or more files are either too large or in an unsupported format. Please check the file size and type, and try again”
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Navigating between tabs without saving: Changes are retained in memory when navigating within the view – no warning is shown. A warning is displayed only when navigating elsewhere in the user interface.
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Leaving the financial statement without saving: The program displays the message “Discard unsaved changes”
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