Every client. Every deadline.
One screen.
The command center for accounting firms managing forty client books at month-end — reconciliation, journal entries, and filing deadlines on a single pane of glass.
Active Clients
12
↑ 2 this month
Reconciled
7
58% complete
Overdue Items
10
3 clients flagged
Total Revenue
$733K
FY2026 YTD
Every account. Every sub-ledger.
Drill down in one click.
Stop toggling between six tabs to find where that $847 discrepancy lives. Hover any account to see the full sub-ledger breakdown — debits, credits, and every journal entry that touched it this period.
Match transactions. Feel the exhale.
Drag bank statement lines to match them against your books. Ledger auto-suggests matches using amount, date, and payee — you confirm in one click. That's the whole month-end.
ACH DEPOSIT — THORNFIELD
Feb 03
WIRE OUT — PAYROLL
Feb 07
CHECK #4421
Feb 11
ACH DEPOSIT — MERIDIAN
Feb 14
STRIPE PAYOUT
Feb 19
Invoice #1082 — Thornfield
Feb 03
Payroll Run #2026-03
Feb 07
Office Supplies — Staples
Feb 11
Invoice #1089 — Meridian
Feb 14
Stripe Revenue Feb W3
Feb 19
Drag bank items onto matching ledger entries — Ledger catches the ones you miss automatically
Never miss a filing. Never explain a penalty.
Every federal, state, and payroll deadline — pre-loaded for all your clients, flagged 30 days out, and linked directly to the engagement it affects. Toggle between views below.
2,847
Firms active
94,000+
Client books managed
$2.1B
Reconciled this quarter
0
Missed deadlines on record
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Full access for up to 3 clients. No credit card. No time limit. Upgrade when your client list grows.
Import a trial balance
Upload any CSV export from QuickBooks, Xero, or Sage. Ledger renders your actual client data inside the dashboard aesthetic in under 30 seconds.
Drop your trial balance CSV here
QuickBooks · Xero · Sage · Excel — any format
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