Online accounting software features, end to end
Explore the ledger, invoicing, expense, reporting, permissions, and audit controls that help teams run accounting with confidence.
For finance teams evaluating online accounting software
Capability Map
Grouped by the primitives finance teams usually evaluate first: ledger, workflows, controls, reporting, and integration.
Ledger Core
Ledger and reporting foundations
Ledger Engine
Build an account structure that fits your entities, reporting needs, and operating model without becoming hard to manage.
Accounting Workflows
Manage journals, imports, and bookkeeping activity from one connected accounting workflow.
Bank reconciliation
Automatic matching across bank feeds and ledger lines.
Reporting Infrastructure
Generate core financial reports, receivables views, and supporting analysis from the same accounting source of truth.
Workflow Layer
Billing, spend, and commercial workflows
Embedded Billing
Use invoicing directly in NewLedger or bring billing workflows into your own product. Keep invoice activity, payments, and accounting records connected.
Commercial Workflows
Create quotes, manage revisions, and carry approved work into billing without rebuilding the document from scratch.
Spend Workflows
Capture expenses, organize receipts, and keep spending tied to the books for cleaner reporting and review.
Adjustment Workflows
Handle refunds, corrections, and billing adjustments while keeping a clear accounting trail behind every change.
Governance Layer
Permissions, OAuth, automation, and audit controls
Approvals & audit controls
Multi-step approvals and immutable audit trail for every change.
Audit Controls
Manage access with granular permissions so the right people can work without exposing more of the system than needed.
Payment Workflows
Accept online payments through connected workflows so teams can track what was billed, what was paid, and what still needs follow-up.
Email Infrastructure
Send invoices and reminders from your own domain so billing communication stays consistent with your brand.
Scale
Built to scale with you
Multi-entity accounting
Consolidate ledgers across legal entities, currencies, and timezones.
Multi-currency accounting
Hold balances, invoice, and reconcile in any currency with FX gain/loss baked in.
Entity & Segment Tracking
Track project costs, time, and billing together so teams can understand margin and delivery performance more clearly.
Relationship Records
Keep client records, billing relationships, and payment context in one place so operations and finance stay aligned.
For product, engineering, finance, and security teams evaluating rollout fit.
“The strongest accounting products are not built from isolated finance features. They need a ledger core, workflow layer, reporting model, and controls that product and finance teams can trust.”
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.
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
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