Multi-account bank import
Bring in exported transactions from every account you run — checking, savings, credit cards, a second business entity — and work them in one place. Duplicate detection keeps overlapping export ranges from double-counting.
Features
Everything a small set of books needs, and not much else.
Ledger covers import, review, categorization, and reporting. It skips the payroll modules, inventory suites, and add-on marketplaces you were never going to open.
Transaction approval queue
Imported activity waits in a review queue instead of posting straight to your books. Approve, recategorize, split, or flag a transaction for follow-up. Nothing hits a report until you say so.
Rules you control
Match on description, amount, account, or any combination, and set the category, class, and notes that follow. Rules apply on import, run against history when you want, and can be edited or switched off at any time.
Monthly reporting
Close each month with income and expense summaries, category breakdowns, and comparisons against prior periods. Catch the drift while it is still one month of work to fix.
Year-end and tax preparation
Annual summaries organized the way a preparer wants to receive them, with the supporting detail behind every line. Export the package and hand it off.
Search and audit history
Find any transaction by vendor, amount, date range, or category, and see who approved it and which rule touched it. Your books stay explainable.
Built for small teams
Give a bookkeeper or partner access to the review queue without handing over everything. Roles stay narrow on purpose.
Your data stays yours
No read-only bank credentials to hand over — Ledger works from the exports your bank already provides. Export your own data back out whenever you want it.
Want to see it against your own books?
Send us how many accounts you run and what your month-end looks like today.