Ledgerline reconciles every transaction, codes it to the right client and flags what needs a human — so your month-end is a coffee, not a crisis.
Works with QuickBooks, Xero and 11,000+ banks · SOC 2 Type II
| Figma — annual seats | Software · Ops | −$2,160.00 |
| Northwind Co. — INV-0931 | Revenue · Retainer | +$18,500.00 |
| Uber — 4 trips | Needs receipt | −$186.40 |
| AWS — usage | Hosting · Client: Halden | −$742.18 |
| Gusto — payroll run | Payroll | −$61,940.00 |
Generic tools see transactions. Ledgerline sees clients, retainers and pass-through costs.
Bank feeds, cards and invoices are matched continuously, not in a panic on the 30th.
Know true margin per account, every month.
Slack nudges your team; photos are read and attached.
Typical agency trajectory in the first quarter after switching.
Every plan includes unlimited transactions, the assistant and a human reviewer at month-end.
“We used to lose the first week of every month to reconciliation. Now the close is done before our Monday stand-up.”
— Example testimonial · Finance lead, 40-person design agency
Connect your accounts in 6 minutes. No card for the trial.
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