For agencies & professional services

Know which projects pay you — and which ones don't.

Project-level P&L, retainer tracking, milestone invoicing, and revenue recognition that actually maps to the work delivered. For agencies, studios, consultancies, and professional services firms.

14-day trial · no credit card
Per-project
P&L across every engagement
Milestone
and time-based revenue recognition
Retainers
tracked, drawn down, reported
Approvals
for client write-offs and adjustments
Why teams like yours choose NewLedger

Built for the work you actually do.

Project-level P&L

Every project gets its own ledger. See which engagements are bleeding and which ones carry the firm — in real time.

Billable & non-billable time

Track time against project budgets, flag utilization issues before they hit the bottom line.

Retainer drawdown

Retainers credit to deferred revenue and draw down as work is delivered. No spreadsheets.

Milestone invoicing

Bill on completion, percent-complete, or fixed schedule. Triggers from your project tool.

Clean revenue recognition

ASC 606 / IFRS 15 patterns built in — pro-rated, milestone, or completed-contract.

Multi-rate, multi-currency

Different rates per role, project, or client. Bill in any currency, report in your home base.

Built for client services

What's included for service firms.

Project accounting

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Project P&L, budget vs actual, and utilization rolled up to firm-level dashboards.

Quotes that become invoices

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Send a quote, get it approved, convert to an invoice with one click.

Client management

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Every client gets a workspace with contacts, contracts, balances, and history.

Approvals & audit controls

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Multi-step approvals for refunds, write-offs, and discount adjustments.

Ready when you are

Move your books over this week.

14-day free trial. No credit card. Moving from Xero, QuickBooks, or Zoho? Our team helps you bring your books over — self-serve import tooling is on the way.

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