Client OperationsMulti-Client WorkspacesManage separate client and entity books in one place
Bookkeeping Automation · Real-Time Financial Reporting
Accounting Software for Firms & Finance Teams
Run client books or your own company books in one system—see what is stuck, who needs to approve it, and whether month-end is on track.
Global AccountingMulti-Currency AccountingKeep books and reporting currency-aware
Close ControlsApprovals & Period LocksKeep month-end reviewable and traceable
14-day free trialNo credit card needed.
Start with the product
Start with real accounting, then automate
Create a workspace and run the core finance workflow end to end before expanding the rollout.
Start freeAccounting
Real double-entry ledger
Operations
Invoicing · AP · banking
Control
Approvals · audit history
Built for accounting firms
Run every client’s books from one place
Manage separate client and entity books from one secure workspace, with faster switching and clearer oversight across the firm.
- Every client in one workspace
- Separate books, one login
- Add clients as you grow
Who it's for
One accounting platform for every operating model
Choose the operating model that fits your team while keeping the same controlled ledger, reporting, and approval foundation.
Primary
Accounting & bookkeeping firms
Run every client's books from one workspace — multi-client dashboards, white-label portals, AI-assisted close, and recurring revenue share.
See partner program Also forIn-house finance teams
Running your own company's books? Get the same audit-ready ledger, approvals, and real-time reporting for a single business or a multi-entity group.
NewLedger for finance teamsFeatures
Every workflow your firm runs for clients
Move from daily transaction work to month-end review without losing context between invoicing, expenses, reconciliation, and reporting.
Online invoicing & receivables
Send branded invoices, accept online payments, and track receivables — invoices post to the ledger automatically.
Expense management software
Capture receipts, route approvals, and track billable spend with vendors, tax codes, and the audit trail attached.
Bank reconciliation, automated
Bank feeds, AI-assisted transaction matching, and reviewable categorization cut reconciliation errors and manual review.
One platform for every client
Invoicing through close, on one ledger you run for every client
Keep billing, expenses, approvals, reporting, and month-end work connected to the same reviewable source of truth.
- Online invoicing connected to the ledger automatically
- Expense management with approvals and audit trail
- Real-time financial reports without spreadsheet exports
- Bookkeeping automation that cuts month-end cleanup
Sample workspace
Every workflow on the same audit-ready ledger
Bank feed matched
Example categorization queue
Expenses routed
Approval chain attached
Reports refreshed
P&L tied to source records
Period close
Lock when your team is ready
Close readiness (illustrative)On track
Why firms choose NewLedger
Everything your firm runs for clients, on one ledger
Replace disconnected accounting tools with one operational layer built for automation, review, reporting, and controlled growth.
Bookkeeping automation & online invoicing
Online invoicing software, bank feeds, recurring rules, and AI-assisted reconciliation post journals automatically — replacing manual data entry and spreadsheet cleanup.
AP automation with approvals & audit trail
Bills, expense reports, and journals route through reviewable approval chains. Every entry logged with reviewer, timestamp, and reason — the audit-ready ledger your accountant expects.
Real-time financial reporting
P&L, balance sheet, cash flow, AR aging, and financial close KPIs refresh live as transactions land. Close books faster — days, not weeks.
Multi-entity, multi-currency & MCP-ready
Multi-entity consolidation, intercompany eliminations, and automatic FX revaluation — plus API-first and MCP-ready operations so AI agents can work directly with your accounting platform.
Alternatives
A better deal for firms than Xero Partner or QuickBooks ProAdvisor
Run more client work from one governed platform while creating a stronger operating model for your firm.
See the partner programOne multi-client workspace instead of a separate Xero or QuickBooks login per client
Recurring revenue share for your firm — not a one-off partner discount
Accounting-grade controls, approvals, and audit history visible across every client
Why firms choose NewLedger
A real accounting foundation — not a plugin patchwork
Build client workflows on a proper double-entry core with automation and controls designed to work together.
Real double-entry accounting
Every transaction posts to a proper ledger with debits and credits, intercompany handling, and reviewable journal entries — the kind of infrastructure your auditor expects.
Bookkeeping & AP automation
Bank feeds, AI-assisted reconciliation, recurring rules, and approval chains replace manual entry, email hand-offs, and spreadsheet reconciliation.
AI-agent ready architecture
API-first design and MCP-connected operations let AI agents draft journals, match transactions, and assist month-end close — without a platform rebuild.
Compare platforms
See how NewLedger compares
Review workflow depth, controls, pricing, and migration considerations before deciding which platform fits your team.
NewLedger vs Xero
See how NewLedger compares with Xero
Quick overview of workflow fit, controls, pricing, and what changes when teams switch.
· Workflow fit · Controls · Pricing
View Xero comparison NewLedger vs QuickBooks
See how NewLedger compares with QuickBooks
Quick overview of workflow fit, controls, pricing, and what changes when teams switch.
· Workflow fit · Controls · Pricing
View QuickBooks comparison NewLedger vs Zoho Books
See how NewLedger compares with Zoho Books
Quick overview of workflow fit, controls, pricing, and what changes when teams switch.
· Workflow fit · Controls · Pricing
View Zoho Books comparison Switch with confidence
Move your books without slowing down finance
Set up the accounting model first, move the highest-confidence work next, and expand only after the numbers and controls check out.
01
Choose what moves first
List the workflows finance relies on today, including invoices, expenses, banking, approvals, reports, close tasks, and the spreadsheets filling the gaps.
02
Set up the controls before importing
Configure the chart of accounts, roles, approval paths, audit history, and reporting views before historical records arrive.
03
Pilot, verify, then expand
Run one core workflow first. Confirm the postings and reports, then add reconciliation, entities, automation, and broader team access.
Before you switch
What finance teams ask first
Clarify rollout effort, reporting confidence, and migration options before moving live accounting work.
Not when the rollout is staged. Keep current work running, configure NewLedger around the approved accounting model, and move one proven workflow at a time instead of forcing a single cutover.