The First 30 Days with NewLedger: What You'll Love
From setup to smart automation - here's what your first month on NewLedger looks like, step by step.
Switching accounting software can feel like a big deal.
That's why we've made your first 30 days with NewLedger smooth, fast, and honestly-kind of exciting.
In this guide, we'll walk you through what happens after you sign up, and show you exactly what to expect at every step.
๐ Week 1: Easy Setup & Quick Wins
โ Sign Up (Takes <2 min)
No credit card required. Just your email, business name, and a password.
๐ Connect Your Bank or Upload Data
- Sync from your bank feed (US/UK/EU)
- Or just drag and drop a CSV if you're coming from another system
Most users see their first transactions within 5 minutes.
๐ Your First Win: Instant Auto-Matches
Right away, NewLedger starts suggesting:
- Expense categories
- Invoice matches
- Tags (based on past vendors or memos)
You'll get your first "Whoa - that was fast" moment here.
๐ Week 2: Smarter Reconciliation, Fewer Headaches
This is when you start to feel the difference.
๐ Try N:N Reconciliation
Match real-world scenarios like:
- 1 Stripe payout = 15 Shopify orders
- 3 installments = 1 invoice
- 1 transaction = split across 4 bills
๐งฉ See NewLedger Reconciliation for how N:N reconciliation works.
โจ Explore Smart Suggestions
As you approve more entries, NewLedger learns your habits:
- Auto-tags common vendors
- Prefills memos
- Suggests recurring expenses
๐ Week 3: Reporting Magic
You'll start to explore live financial reports:
- Profit & Loss
- Balance Sheet
- Trial Balance
No templates. No formulas. Just real-time clarity.
โ
Share a secure link with your accountant
โ
Export PDF or CSV with one click
โ
Bookmark filters for recurring views
๐ Week 4: Automations + Confidence
This is when you start saving real time every week.
๐ Set Rules & Let It Run
- โIf memo contains 'Meta Ads' โ Marketing expenseโ
- โTag all Gusto entries as Payrollโ
Set once. NewLedger takes care of the rest.
๐ Run a Self-Audit
Every entry is tracked:
- Who made the match
- When
- What was changed
It's all visible in your built-in audit trail.
What Users Say After 30 Days
I used to dread reconciliation. Now I enjoy it."
- SaaS Founder, Singapore
We switched from QuickBooks. Never going back."
- E-commerce Operator, India
It just works - even with complex Stripe payouts."
- Digital Agency Owner, UK
Ready to Love Your Books?
You don't need to struggle through clunky accounting software or manual spreadsheets.
With NewLedger, your first 30 days aren't just about learning a new tool - they're about getting time back, feeling in control, and actually enjoying your finances.
Accounting software you'll actually look forward to using.
That's NewLedger.