Accounting Features For Business Teams And Platform Builders
See features, pricing, and fit for your team
Features That Support Daily Finance Work And Embedded Delivery
Explore the accounting workflows, controls, and reporting capabilities that power both direct use and platform use cases
Invoice Management For Direct Use Or Embedded Delivery
Use invoicing directly in NewLedger or bring billing workflows into your own product. Keep invoice activity, payments, and accounting records connected.
Online Payments Connected To Billing
Accept online payments through connected workflows so teams can track what was billed, what was paid, and what still needs follow-up.
Recurring Billing Without Repeat Admin
Set up recurring invoices for repeat billing cycles and keep renewals, reminders, and ledger impact easier to manage.
Quotes And Estimates That Flow Into Billing
Create quotes, manage revisions, and carry approved work into billing without rebuilding the document from scratch.
Credit Notes And Refund Adjustments
Handle refunds, corrections, and billing adjustments while keeping a clear accounting trail behind every change.
Multi-Entity Management
Manage multiple business entities from one broader system while keeping each set of books, settings, and workflows distinct.
Multi-Currency And Language Support
Support teams, clients, and workflows across currencies and languages without losing accounting structure.
Client Management Connected To Receivables
Keep client records, billing relationships, and payment context in one place so operations and finance stay aligned.
Expense Tracking With Better Visibility
Capture expenses, organize receipts, and keep spending tied to the books for cleaner reporting and review.
Recurring Expense Workflows
Handle subscriptions, rent, and other repeated costs without entering the same expense over and over.
Product And Service Catalogs
Keep products and services organized so teams can price, quote, and invoice with fewer manual mistakes.
Project Accounting And Cost Tracking
Track project costs, time, and billing together so teams can understand margin and delivery performance more clearly.
Late Fee Management
Apply late fees using the rules and timing that fit your billing process and customer relationships.
Financial Reports And Reporting Views
Generate core financial reports, receivables views, and supporting analysis from the same accounting source of truth.
Accounting And Bookkeeping Controls
Use the tools needed to keep books organized, reviewable, and ready for reporting without breaking workflows apart.
Chart Of Accounts Management
Build an account structure that fits your entities, reporting needs, and operating model without becoming hard to manage.
Bookkeeping Workflows
Manage journals, imports, and bookkeeping activity from one connected accounting workflow.
Balance Sheet Reporting
Review assets, liabilities, and equity in a live balance sheet view tied directly to the underlying records.
Trial Balance Reports
Verify balances before final reporting and catch issues earlier in the review process.
Income Statement Reporting
Track revenue, costs, and operating performance over time with a profit and loss view your team can review quickly.
General Ledger Visibility
Review transaction history in ledger order so teams can follow how activity moves through the books.
Journal Entries And Adjustments
Post adjustments and custom entries while keeping notes, support, and accounting history close at hand.
Team Collaboration And Access Controls
Support shared work across teams while controlling who can view, edit, approve, or administer different workflows.
SMTP And Branded Email Delivery
Send invoices and reminders from your own domain so billing communication stays consistent with your brand.
Integrated Tax Management: Simplify Compliance
Configure multiple tax rates and apply them accurately on invoices and transactions. Simplify tax calculations and ensure compliance with local regulations, reducing tax-related stress.
Global Payment Methods Support: Expand Your Market
Accept international payments with built-in support for widely used payment methods. Expand your reach and simplify transactions with global clients, opening new revenue streams.
Role-Based Permissions
Manage access with granular permissions so the right people can work without exposing more of the system than needed.
Brand-Controlled Email Delivery
Keep emails aligned with your own business or product branding instead of a third-party software infrastructure.
Flexible Plans And Packaging
Support the packaging, pricing, or rollout model that fits your business or product motion.
Workflow Automation
Automate repeated tasks and keep approvals or operating logic closer to the accounting workflow.
Cross-Device Access
Access accounting workflows across desktop, tablet, and mobile when teams need to stay close to finance work on the move.
Security And Data Privacy
Protect financial data with access controls, audit history, and deployment options that fit how your team operates.
Invoice Comments And Payment Reminders
Keep context close to invoices and automate reminders so collections work stays easier to manage.
Accounting Notifications
Stay on top of payments, overdue invoices, and workflow events with timely notifications.
Branding And Themes
Apply your own brand to documents, communications, and product surfaces where presentation matters.
Data Import And Export
Import historical data, export records, and keep portability options available as your needs change.
Attachments And Supporting Documents
Attach receipts, contracts, and other files directly to accounting workflows so records stay easier to review.
Vendor Management
Keep vendor records, payment context, and supporting detail in one place for cleaner spend management.
Purchase Order Workflows
Create, send, and track purchase orders with the structure teams need for approvals and supplier coordination.
For teams with more complex requirements or rollout questions.
"NewLedger has transformed how we manage our accounting. What used to take days now takes hours, and our team is more productive than ever."
Choose How Your Team Will Use NewLedger
Whether you need accounting software for your business or embedded accounting for your platform, start with the option that fits your team best.
Business Teams
Use NewLedger as your accounting software
Adopt invoicing, bookkeeping, reporting, and finance workflows for your own team without a long implementation cycle.
For businesses evaluating software adoption
Platform Teams
Evaluate embedded accounting for your product
Explore how SaaS, fintech, and business software teams can bring accounting into their own product with NewLedger.
For neo-banks, accounting firms, and fintechs evaluating APIs, controls, and deployment