Built for the Way Finance Teams Work
Every feature in LedgerFlow is designed around real accounting workflows — not simplified approximations.
Core Accounting & Journal Entries
A complete double-entry ledger built for precision.
- Full chart of accounts with custom groupings and hierarchies
- Manual journal entries with multi-line support and attachments
- General ledger with drill-down to source transactions
- Recurring journal entries with flexible schedules
- Period locking to prevent unauthorized backdating
- Multi-currency transactions with real-time FX rates
- Intercompany eliminations for consolidated entities
Invoicing & Accounts Receivable
Get paid faster with a complete AR workflow.
- Professional invoices with custom branding and templates
- Stripe payment links embedded directly in invoices
- Automated payment reminders with configurable schedules
- AR aging reports with customer-level drill-down
- Credit notes, partial payments, and overpayment handling
- Recurring billing with subscription management
- Customer portal for payment and invoice history
Expense Management & Accounts Payable
Control spending and pay vendors on time, every time.
- Bill capture with OCR from email attachments and uploads
- Approval workflows with multi-level authorization
- Vendor management with W-9 collection and 1099 preparation
- Mileage and expense tracking with receipt attachment
- ACH and check payment processing
- AP aging reports and payment scheduling
- Purchase orders with PO-to-bill matching
Bank Sync & Reconciliation
Connect every account and close the books with confidence.
- Plaid integration connects to 12,000+ financial institutions
- Automatic daily transaction imports
- AI-powered categorization that learns your patterns
- Smart transaction matching with tolerance settings
- Bank reconciliation with variance analysis
- Bank feeds for cash, credit, savings, and investment accounts
- Period close workflow with sign-off tracking
Tax Management & Filing Prep
Stay compliant and ready for filing all year long.
- Sales tax calculation with multi-state nexus monitoring
- Automated tax rate updates for all US jurisdictions
- Corporate tax filing prep with trial balance export
- 1099-NEC and 1099-MISC generation and e-filing
- W-9 collection portal for contractors
- Tax calendar with deadline alerts
- Tax liability reports by jurisdiction and period
Reporting & Analytics
Make better decisions with real-time financial insights.
- Profit & Loss with period-over-period comparisons
- Balance Sheet with drill-down to transactions
- Cash Flow Statement (direct and indirect methods)
- Customizable dashboards with KPI widgets
- Budget vs. actual variance analysis
- Consolidated reports across multiple entities
- Scheduled report delivery via email in PDF or CSV
Ready to See LedgerFlow in Action?
Start your free trial or schedule a personalized demo with our team.