FacturaOS is operations software for service businesses; it does not provide tax, legal, or accounting advice.
Reports
Reports for owners and accountants
Track revenue, paid status, overdue work, clients, catalog activity, and export-ready records for the owner and accountant.
- Invoice status
- Revenue summaries
- Export-ready views
- Accountant path on PyME
A cleaner operating path
Move from first action to follow-up without rebuilding the record.
The page follows the same rhythm as the product: begin with context, do the work, and leave the record ready for what comes next.
Visibility
Reports that follow real operations
Reports pull from the same workspace the operator uses every day, so the owner gets visibility without reconciling disconnected files.
- Pending revenue
- Processed invoices
- Client activity
- Export metadata
From signal to detail
Filter the month before the month turns into another spreadsheet.
Choose the period, client, status, or invoice, refresh the report, then export the same filtered view for the next review.
For owners who need clean visibility without spreadsheet cleanup
What stays close
The useful details remain part of the record.
- Invoice status
- Revenue summaries
- Export-ready views
- Accountant path on PyME
Questions about this feature
Direct answers before you add this workflow to the day.
How many report PDFs can I save?
Individual includes 3 saved report PDFs per month, Pro includes 50, and PyME includes 250 with 1-year retention. Each saved report also has invoice-count limits by plan.
Are advanced compliance exports included?
Puerto Rico compliance exports and accountant workflows are part of the PyME plan path.
Reports
Ready to bring this workflow into one place?
Open a workspace and keep this feature connected to the rest of the service day.