Stop chasing invoices. Stop explaining the books.

Keep every client's records separate, send reminders for unpaid invoices automatically, and let clients see their own numbers through a simple link, all under your firm's name. Built for accountants and bookkeepers.

Start 14-day free trialSee how it worksNo card needed

Built for firms in the US · UK · Europe · Singapore · UAE · Canada · Australia · India and beyond

InvoicesSample data
INV-0041 Northside Bakery
Paid
INV-0042 Bright Dental
Overdue 9 days
INV-0043 Oak Street Retail
Unpaid
Reminder emailed to Bright Dental
Acme Books
View-only page for Northside Bakery
Cash balance
Income this month
Spending
Profit
Alex Morgan
ConfirmedName and time recorded
Monthly report
Income
Spending
Net profit
18 bank rows matched2 to review
Clients 12 of 50 used
Northside BakeryOwn books
Bright DentalOwn books
Oak Street RetailOwn books
Harbor LogisticsOwn books
Your month, after
Hours back
Room for more clients
Extra fees
Reminders go out by themselvesClient link replaces balance callsReports sent from one place

See it in ten seconds

Four screens. No video to watch. Sample data shown.

INV-0042 Bright Dental
Overdue 9 days
Reminder emailed to Bright Dental

Late payers get reminded

Switch reminders on once. Unpaid invoices are chased for you.

Acme Books
View-only page for Northside Bakery
Cash balance
Profit
Confirmed by Alex Morgan

Clients see their own numbers

A link under your firm's name. No more "what is my balance?" calls.

Monthly report
Income
Spending
Net profit

Month-end in one place

Match your bank statement, then send a report with your logo.

Clients 12 of 50 used
Northside BakeryOwn books
Bright DentalOwn books
Oak Street RetailOwn books

One login, every client

Separate records for each client. Up to 50 per plan.

Your month, before and after

What changes in your daily work. It shows what the features do. It is not a promise of results.

Before
With Ledgerline
Typing the same "gentle reminder" email to every late payer.
Unpaid invoices get a reminder automatically: after a week, then once a week, up to three times.
Answering "what is my balance?" by message or call.
Clients open a link, see their own numbers, and confirm them by typing their name.
Copying bank lines into a spreadsheet at month-end.
Upload your bank statement to match it, then send a monthly report with your firm's name.
Every new client means more files and tabs.
Up to 50 clients, each with their own separate records, under one login.

How it works

Start with one real client. No setup call needed.

Add a client

Each client gets their own separate records, all under one login.

Enter invoices and cash

Create invoices, record money in and out, or upload a bank statement.

Share and report

Send your client a link to their numbers, and a monthly report with your firm's name and logo.

What is the time worth to your firm?

Use your own numbers.

Where the hours could go

Hours you get back
New clients you could take on
Extra money per month

Just maths on your own numbers. It assumes you use the saved hours to take on new clients. An example, not a promise.

These are your own estimates: change any box. The hours saved are a guess, not a promise.

A sensible way to start

Use the 14-day trial to measure it on real work, then decide with your own numbers.

Day 1

Add one real client and enter last month's invoices and cash.

Day 3

Send that client the link to their numbers and switch reminders on.

Day 7

Upload a bank statement to match it, and send the monthly report.

Day 14

Count the hours you got back, put them in the calculator, and decide.

Pricing

Every plan starts with a 14-day free trial, no card needed.

Questions

Does it replace QuickBooks or Xero?

Not for everyone. Ledgerline handles your records, invoices, reminders, reports and the client link. It does not connect to your bank automatically yet, so you upload a bank statement file instead. Try it on one client first.

How do the reminders for unpaid invoices work?

If you switch them on, an unpaid invoice gets a polite email to your customer after a week, then once a week, up to three times.

What does my client see?

A page just for them: cash balance, income, spending, profit and unpaid invoices. They can look but not change anything. The link stops working after 90 days, and you can turn it off any time.

Is the client confirmation a legal signature?

No. The client types their name and the time is saved. It is a simple confirmation.

Which countries are supported?

US, UK, Europe, Canada, Australia, UAE, Singapore and India, with each country's tax name, financial-year start and filing calendar. Everywhere else works too, with a simple general setup.

Can I pay in my own currency?

Yes, for the countries we list: US dollars, pounds, euros, Singapore dollars, UAE dirhams or Indian rupees, based on the country you choose when you sign up. Other countries pay in US dollars.

What happens after the trial?

You choose a plan to keep adding data. Your existing data stays visible.

Try it on your real clients for 14 days.

Start free trial

No card needed.