LedgerBook

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LedgerBook

Dashboard

Balance by account
Last 12 months — income vs expenses
Ask the books
Ask me anything about the books — "how much has Madison Ave spent on materials this year?", "what checks are still drafts?", "which subscription charges do we have?"
Recent activity
Spending this month by category

Transactions

All money in and money out

DateTypeVendor / SourceCategoryNoteAmount

Tasks

Everything in the books that still needs a human — worked top to bottom, this keeps the records clean

Receipts

Snap or upload a receipt — it gets read automatically and turned into an expense

Add receipts — photos or PDFs
Pick as many as you like; they're read one after another. The vendor, date, total and receipt number are filled in for you, and a copy is filed in Documents.
On iPhone the picker returns one photo at a time — tap Photo library again for each receipt. They collect below, then scan as a batch.
Reading receipt…

Statements

Upload a bank or credit card statement — every transaction gets read and categorized for your review

Drop a statement here — CSV, QFX, PDF or photo
CSV or QFX downloaded from your bank is best — exact data, imports instantly, nothing to read wrong. PDFs and photos are read page by page with AI instead. Either way you review everything before it's added.
Reading statement…
The original file is saved to Documents automatically (files up to ~3 MB). Transactions are only added to the books after your review. Card payments and transfers are detected and left unchecked so they don't double-count.

Checks

Write, print, and track checks paid from company funds

Checks received — money in
Add received checks — photos or PDFs — to record them as income
The payer, amount, date, and check number are read for you. The image is archived with the transaction.
On iPhone the picker returns one at a time — tap again for each check. They collect below, then scan as a batch.
Reading check…
Check #DatePay toMemoStatusAmount

Reports

Profit & loss statements, ready to print or hand to your accountant

Documents

A filing cabinet for this company — statements, contracts, insurance, anything worth keeping

Add documents
PDFs and images up to ~3 MB each; several at once is fine. Statements and scanned receipts are filed here automatically.
Saving document…
NameLabelUploadedSize

Settings

Companies and check printing details

QuickBooks

Checking connection…

Companies

Check details (per company)

Jobs

For the company selected in the sidebar. Tag transactions to a job to see per-job profit in Reports.

Recurring transactions

Post automatically each month on the chosen day — rent, insurance, subscriptions.

History

Every add, edit, and delete — who did it and when. Recorded on the server, so it can't be altered from the app.

Recover orphaned files

Finds receipt and statement images sitting in storage with no matching entry in the books — usually from a save that got overwritten. Recovering one re-creates it as an entry you can fill in.

Account balances

For the company selected in the sidebar. Importing an OFX or CSV that includes a balance fills these in automatically — otherwise enter what the bank shows and the date it was accurate.

Automatic backups

The books are snapshotted on the server every night (3am ET). Every day for the last 30 days is kept, plus the 1st of each month for a year. Restoring saves a safety copy first, so it's undoable.

Backup

Downloads the entire books — companies, transactions, checks, jobs, recurring rules — as one file. Keep one before big changes. (Receipt and document images stay in cloud storage and aren't in the file.)

Bank feeds (Plaid)

Connect a bank once and new transactions flow in daily for review — no more statement uploads for connected accounts.

Danger zone

Erases every company, transaction, receipt, and check for everyone — a completely fresh start. This cannot be undone.