Features / Reporting

Reporting & Financial Statements

The reports you need for taxes, decisions, and peace of mind.

  • Profit & Loss: see revenue, expenses, and net income for any period.
  • Balance Sheet: assets, liabilities, and equity at a glance.
  • Cash Flow Statement: track where cash comes from and where it goes.
  • Transaction reports: filter and search all transactions by date, account, or type.
  • Aging reports: see outstanding receivables and payables by age.
  • Export options: download any report as CSV or PDF.

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Reports That Actually Help You Decide

Financial reports should answer questions, not create them. Oproto generates profit and loss statements, balance sheets, and cash flow reports for any date range you choose. If you manage multiple companies, each entity gets its own set of statements, so you can see exactly how a specific LLC or trust is performing. Transaction reports let you filter by account, date, or type, and aging reports show you which receivables and payables need attention. Every report can be exported as CSV or PDF, making it easy to share with your accountant, your partners, or your tax preparer. The point is to give you the numbers you need for decisions and compliance without requiring an accounting degree to read them.

Reports that make tax time and decision-making easier.

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