Auto-reconciliation
Every bank feed matched to the right invoice and category - no manual review unless something is unusual.
Features.
Everything you need to close the books in minutes - and nothing you do not.
Live cash flow
A running view of runway and burn, updated as money moves, not at month-end.
Client portals
Share invoices, receipts, and reports with clients in one clean portal - no email threads.
Tax-ready books
Categories that map to your return, so tax season is a download, not a scramble.
Rules, not busywork
Ledgerly learns your categorization once, then applies it forever.
Boring and reliable
No gimmicks, no AI theater. Just books that reconcile and reports you can trust.
Fast where it counts
Agencies switch over in an afternoon, and the monthly close takes minutes.