Transaction matching
Connect payments, deposits, fees, transfers, invoices, bills, and journals with less manual searching.
Bank reconciliation
Bank reconciliation software without the monthly scramble
NewLedger helps teams connect bank activity to accounting records, review exceptions, and keep cash visibility closer to reality throughout the month.
Cash matching
Bank activity, matching decisions, and accounting records in one place.
Live workspace
Exception review
Focus attention on unresolved items instead of rechecking every transaction from scratch.
Cash confidence
Keep cash reporting and account balances aligned with the activity finance has reviewed.
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.
Bank detail
Review bank activity with the transaction context finance actually needs
Reconciliation moves faster when finance can understand the bank line, related records, and current state from one place instead of switching between imports, reports, and notes.
- Keep bank-line context closer to the accounting record
- Reduce searching across invoices, bills, and journals
- Start reconciliation from a more readable detail view
Review queue
Keep reconciliation work moving through a clearer finance review queue
Bank reconciliation usually touches journals, categorization, and unresolved accounting work before the account is truly clean. NewLedger keeps that queue visible so teams can work through exceptions with more context.
- See open review work before unreconciled items pile up
- Connect bank exceptions back to the accounting queue
- Keep reconciliation moving outside of month-end pressure
Reconciliation status
Work through matched and unresolved items from a clearer reconciliation surface
The valuable part of reconciliation is the judgment around what still needs attention. NewLedger keeps matched activity and unresolved exceptions visible so teams can close faster with better cash confidence.
- Surface exceptions that still need attention
- Keep matched and unresolved activity easier to separate
- Support stronger cash confidence during the month
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
Bank activity review
- 02
Match and exception workflows
- 03
Cash visibility for finance teams
Feature FAQs
Questions finance teams ask before switching workflows
Evaluate fit before rollout by checking how the workflow connects to records, controls, and reporting.
Yes. The workflow is meant to cover transaction matching, exception review, and the accounting clarity needed before reconciliation becomes a month-end bottleneck.
Explore related workflows
View all features Build the workflow around this capability.
Automate bookkeeping decisions around matched activity
Reduce repeated categorization and review work once transactions start flowing in consistently.
Connect collections to bank activity and receivables
Tie invoice payments back to matching and cash visibility without separate cleanup steps.
See the cash impact in live reporting views
Use reconciled activity to support stronger confidence in balances and operating visibility.
Next step
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.
14-day free trialNo credit card needed.50% off your first bill with OFF50
Ledger
Double-entry by design
Controls
Approvals & audit trail
Migration
Xero · QB · Zoho
Migration planning
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
Pricing
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
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