Role-aware access
Give finance, operations, and reviewers the right level of access without opening up the whole accounting workspace.
Approvals and audit controls
Accounting approvals and audit controls that keep finance moving
NewLedger keeps approvals, permissions, workflow actions, and record history close to the accounting work, so teams can move faster with stronger oversight.
Control layer
Every sensitive action has context, ownership, and history.
Live workspace
Approval-ready workflows
Route bills, expenses, journals, and sensitive changes through review paths that match how your team works.
Audit-friendly records
Keep change history and workflow context visible for internal review and external support.
See the workflow
See how the workflow works in practice
Each feature page should show the real working surface, the controls around it, and the accounting outcome it drives.
Transaction locking
See when periods and records are locked before changes become control issues
Some controls matter most after the work is posted. NewLedger helps teams make transaction locks visible so reviewers know when activity is protected and where exceptions need deliberate handling.
- Show lock rules in a way finance teams can actually review
- Reduce accidental changes to already-closed activity
- Keep control settings close to operational accounting work
Control visibility
Give finance leaders a clearer view of protected periods and control status
Governance works better when it is visible in the daily workflow. NewLedger surfaces transaction-lock status and control posture in a way that supports review instead of hiding it in back-office settings.
- Support stronger review discipline across accounting periods
- Keep protected activity easier to identify during close
- Make controls feel operational instead of theoretical
Violation activity
See where locked-period changes or control exceptions need attention
Controls are more credible when the team can see attempted changes, exception activity, and the records that triggered review. NewLedger makes that visible in the normal finance workflow.
- Spot attempted changes against protected records
- Give reviewers context before approving exceptions
- Support stronger close discipline without losing operating speed
Activity history
Keep authentication and workflow activity visible when teams need proof
Finance controls do not stop at record settings. NewLedger also makes activity history easier to review so teams can explain who acted, what changed, and when follow-up is required.
- Review user activity and control-related actions in one place
- Support internal oversight with clearer operational history
- Make audit follow-up easier when finance needs evidence quickly
Connected access
Review consent and connected-access decisions with the same control mindset
When external tools or agent workflows need access, finance teams still need clear consent, scope, and approval context. NewLedger keeps that decision visible instead of treating it like a hidden technical step.
- Make consent scope readable before access is granted
- Support safer MCP and connected-tool workflows
- Keep operational access decisions aligned with finance controls
Connected apps
See every connected application from one reviewable control surface
Once access is granted, teams still need a clear place to review what is connected, who approved it, and whether the integration still belongs in the finance workflow.
- Review connected apps without digging through technical settings
- Keep integration oversight closer to finance operations
- Make it easier to revisit access decisions as controls evolve
Connected clients
Manage connected clients and OAuth access with clearer operational visibility
Connected-client oversight matters when teams need to understand which external accounts are active, what they can reach, and whether that access still matches policy.
- Track active connected clients from one list
- Support safer access reviews as integrations grow
- Give finance and operations a more understandable control record
Why it matters
Built for accounting work that needs proof, not promises
The workflow should hold up under review, stay connected to the record, and reduce cleanup when finance needs answers quickly.
- 01
Role-based permissions
- 02
Approval queues for sensitive work
- 03
Record history and audit context
Feature FAQs
Questions finance teams ask before switching workflows
Evaluate fit before rollout by checking how the workflow connects to records, controls, and reporting.
NewLedger is designed for approval-ready workflows around bills, expenses, journals, and other sensitive accounting actions where ownership and review timing matter.
Explore related workflows
View all features Build the workflow around this capability.
Control how expense activity moves through review
Add policy and oversight to spend workflows without forcing finance back into manual tracking.
Pair sensitive bookkeeping work with stronger governance
Keep automation efficient while preserving accountability over changes and exceptions.
Support complex finance teams across entities and roles
Extend review visibility and access control as the organization structure becomes harder to manage.
Start the conversation
Choose your next step
Start your 14-day trial for day-to-day accounting, or review pricing, migration, controls, and rollout before changing systems. Either way, the next step should feel clear.
Integration-Ready Delivery
Audit-Ready Controls
Sandbox And Guided Rollout
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