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.
Check that you can see close status, anomalies, and approvals across every client from one dashboard — not one client login at a time.
Confirm the platform shares recurring revenue with your firm — not just a one-off partner discount that disappears after the first year.
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.
Guided migration and a named partner manager are available for firms moving their client book from Xero, QuickBooks, or Zoho.
See the partner programRun every client's books from one workspace — multi-client dashboards, white-label portals, AI-assisted close, and recurring revenue share.
See partner program Also forRunning 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 teamsSend branded invoices, accept online payments, and track receivables — invoices post to the ledger automatically.
Capture receipts, route approvals, and track billable spend with vendors, tax codes, and the audit trail attached.
Bank feeds, AI-assisted transaction matching, and reviewable categorization cut reconciliation errors and manual review.
P&L, balance sheet, cash flow, AR aging, and KPIs refresh live — no spreadsheet exports to read your own numbers.
Permissions, approval chains, journal-impact previews, and full record history — review risk before it becomes one.
Consolidated reporting, intercompany eliminations, and segment-aware accounting without spreadsheet sprawl.
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
Online invoicing software, bank feeds, recurring rules, and AI-assisted reconciliation post journals automatically — replacing manual data entry and spreadsheet cleanup.
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.
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 consolidation, intercompany eliminations, and automatic FX revaluation — plus API-first and MCP-ready operations so AI agents can work directly with your accounting platform.
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
Every transaction posts to a proper ledger with debits and credits, intercompany handling, and reviewable journal entries — the kind of infrastructure your auditor expects.
Bank feeds, AI-assisted reconciliation, recurring rules, and approval chains replace manual entry, email hand-offs, and spreadsheet reconciliation.
API-first design and MCP-connected operations let AI agents draft journals, match transactions, and assist month-end close — without a platform rebuild.
Quick overview of workflow fit, controls, pricing, and what changes when teams switch.
Quick overview of workflow fit, controls, pricing, and what changes when teams switch.
Quick overview of workflow fit, controls, pricing, and what changes when teams switch.
Start with invoices, expenses, banking, approvals, reports, close tasks, and the spreadsheets the team still depends on.
Confirm chart of accounts, roles, audit history, reporting views, and review paths before committing the team to a new system.
Pilot the core workflow first, then expand into reconciliation, entities, automation, and broader team access.
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.
Bring invoicing, bookkeeping, approvals, and reporting into one audit-ready workspace — with guided migration planning before your team changes daily workflow.
Start with QuickBooks, Xero, or Zoho and review rollout, controls, and validation before the team changes systems.
Review Starter, Growth, and Custom options with per-user and client add-ons as your team scales.
