Accounting for Independent Consultants

Client Invoicing That Stays Organized

As a consultant, getting paid starts with sending a clear invoice. Oproto lets you create invoices for each client, track which ones are outstanding, and record payments as they come in. If you bill hourly, by project, or on retainer, the workflow is the same: create the invoice, send it, and mark it paid when the money lands.

You can also send estimates before starting work and convert them to invoices once the client approves. Everything stays linked, so you have a clean paper trail from proposal to payment. No more digging through email threads to figure out what you quoted three months ago.

Take a closer look at the full invoicing and revenue tools to see how the billing cycle works end to end.

Expense Categorization and Tax Prep

Consultants deal with a steady stream of small expenses: software subscriptions, travel costs, office supplies, professional development. Oproto lets you record each one and assign it to a category so that when quarterly tax preparation rolls around, you already know where your money went.

Categorizing expenses as they happen saves hours of scrambling before estimated tax deadlines. Instead of sorting through bank statements in April, you can pull up a clean expense report any time. Your accountant or tax preparer will appreciate the organized records, and you will spend less time on back-and-forth questions.

See how expense tracking and payables keeps your costs organized across categories and vendors.

Simple Financial Reporting

You do not need a 50-page financial package. Most solo consultants need three things: a profit and loss statement to see how the business is doing, a balance sheet for a snapshot of assets and liabilities, and a transaction log for reference. Oproto generates all three, and you can export them to CSV or PDF whenever you need them.

Whether you are reviewing your own numbers or handing reports to a CPA at year-end, the data is ready to go. Explore the full set of financial reporting and analytics tools available on every plan.

The Starter Plan: $29/Month for Solo Consultants

The Starter plan costs $29/month and includes one company and one user. For a solo consultant running a single-entity business, that covers everything: invoicing, expense tracking, reporting, and API access. There is no feature gating. You get the full platform at the base tier.

If your practice grows and you add a second entity or bring on a bookkeeper, you can upgrade or add capacity without switching platforms. But for most independent consultants, the Starter plan is all you need.

API Access for Time-Tracking Integration

If you track billable hours in a tool like Toggl, Harvest, or Clockify, you can use Oproto's REST API to automate invoice generation. Pull your logged hours from your time-tracking tool, calculate the totals, and push an invoice into Oproto without manual data entry. The API supports creating invoices, recording expenses, and pulling reports programmatically.

This is not a requirement for using Oproto. Most consultants will create invoices manually through the web interface. But if you want to eliminate repetitive data entry or build a custom workflow, the API is available on every plan. Learn more about API access and automation tools.

What You Get with Oproto