app.newledger.io/dashboard
Sample
For accounting firms & finance teams
Online accounting software for small business and finance teams
One audit-ready ledger for invoicing, reconciliation, approvals, and real-time reporting — a modern alternative to Xero and QuickBooks for small businesses and finance teams. Accounting firms also get a multi-company dashboard, white-label portals, and revenue share.
14-day free trialNo credit card needed.
app.newledger.io/journals
Sample
app.newledger.io/invoices
Sample
Ledger
Double-entry by design
Controls
Approvals & audit trail
Migration
Xero · QB · Zoho
SOC 2
Type II on the roadmap
Encryption
TLS 1.3 · AES-256
Hosting
EU · US · APAC · Custom
Workspaces
Multi-client books
Access
Role-based permissions
Audit trail
Every change logged
API
REST · webhooks
Close
Period locking
Trial
14 days free
Card
No card required
Payouts
Stripe payouts
Receipts
Receipt capture
Bank
Bank feeds
Invoicing
Send & track
How firms evaluate a new platform
Move clients over without losing control
Built for
Accounting & bookkeeping firms
Start free
14 days · no credit card
Security posture
SOC 2 Type II on our roadmap · TLS 1.3 · AES-256
Evaluation checklist
Multi-client visibility
Check that you can see close status, anomalies, and approvals across every client from one dashboard — not one client login at a time.
Most relevant when your team juggles separate Xero or QuickBooks logins per client.
Evaluation checklist
Partner economics
Confirm the platform shares recurring revenue with your firm — not just a one-off partner discount that disappears after the first year.
Important for firms whose margin is squeezed by per-client subscription price hikes.
Evaluation checklist
Migration confidence
Make sure migration moves each client's history, not just balances — and that someone helps with the first few before you roll out across the book.
Useful when you need to switch many clients without disrupting live month-end work.
Guided migration and a named partner manager are available for firms moving their client book from Xero, QuickBooks, or Zoho.
See the partner programWho it's for
Accounting software for firms and finance teams
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
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.
Real-time financial reporting
P&L, balance sheet, cash flow, AR aging, and KPIs refresh live — no spreadsheet exports to read your own numbers.
Approvals & audit controls
Permissions, approval chains, journal-impact previews, and full record history — review risk before it becomes one.
Multi-entity & multi-currency
Consolidated reporting, intercompany eliminations, and segment-aware accounting without spreadsheet sprawl.
One platform for every client
Invoicing through close, on one ledger you run for every client
- 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
→We migrate your first 3 clients free
→Import from Xero, QuickBooks, or Zoho
→Named partner manager, not a chatbot
→Add clients and capacity as your firm grows
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
One 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
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.
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 Switching accounting software
How to switch accounting software without disruption
01
Map the current workflow
Start with invoices, expenses, banking, approvals, reports, close tasks, and the spreadsheets the team still depends on.
02
Validate the model before moving records
Confirm chart of accounts, roles, audit history, reporting views, and review paths before committing the team to a new system.
03
Move in stages
Pilot the core workflow first, then expand into reconciliation, entities, automation, and broader team access.
Switching questions
Questions before you switch
The goal is the opposite. NewLedger should replace cleanup loops with clearer workflows, but the rollout still starts carefully: map current processes, validate the accounting model, then migrate the work that creates the highest confidence first.
Next step
Plan your migration or review plans first
Bring invoicing, bookkeeping, approvals, and reporting into one audit-ready workspace — with guided migration planning before your team changes daily workflow.
14-day free trialNo credit card needed.50% off your first bill with OFF50
Ledger
Double-entry by design
Controls
Approvals & audit trail
Migration
Xero · QB · Zoho
Migration planning
Choose the switch path before you start the trial
Start with QuickBooks, Xero, or Zoho and review rollout, controls, and validation before the team changes systems.
- QuickBooks, Xero, and Zoho switch paths
- Guided migration review
- Validation before go-live
Pricing
Compare plans before you commit
Review Starter, Growth, and Custom options with per-user and client add-ons as your team scales.
- Starter and Growth plans with add-ons
- 50% off your first bill with OFF50
- Custom rollout for larger teams
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