Your books, kept while you're out on the job.

Ledgerline pulls in your bank, matches every line to an invoice, bill or receipt, and hands your accountant a finished year.

Create an accountSee what it keeps
DateBank lineAmountFiled as
Oct 14VALLEY DOOR SUPPLY−1,240.00MaterialsMatched to their bill #8812
Oct 14ZELLE FROM J SMITH+2,850.00Door installsPaid invoice 1042 in full
Oct 15SHELL OIL 57442−89.16FuelReceipt photo attached
Oct 16COUNTY PERMIT CENTER−420.00PermitsSchedule C line 23
Oct 16MOBILE DEPOSIT 3318+1,975.40Spring repairsPaid invoice 1039
Difference from the bank statement0.00Reconciled through Oct 16

A week at a garage door company, filed and matched to the statement.

Everything a service business has to keep track of

One place for the money side of the business, so it isn't spread over a bank app, a shoebox and a spreadsheet.

  • Bank and card feeds

    Connect your accounts, or import a statement. Rules file the regulars; you approve the rest from a short review list.

  • Reconciliation

    Tick lines against the bank statement until the difference is $0.00, then close the month so nothing in it can drift.

  • Quotes and invoices

    Send a quote, turn it into an invoice, and see who owes what and for how long. Connects to the Dacite CRM.

  • Bills and vendors

    Track what you owe and when, mark it paid from the bank line, and keep 1099 totals and W-9s ready.

  • Receipts

    Take a photo. Ledgerline reads the amount and merchant and finds the transaction it belongs to.

  • Jobs

    What each job brought in, what it cost in materials and labor, and what was left.

  • Cash forecast

    Thirteen weeks ahead: what's coming in, what's going out, and the week cash runs lowest.

  • Taxes

    Schedule C by line, a mileage log, the home office, and what to pay in estimated taxes each quarter.

Tax season is one download

When the year is done, Ledgerline puts it in one folder for your preparer: profit and loss, Schedule C, every transaction, the reconciliations, 1099 totals, mileage and the receipt photos.

It also lists what a preparer would ask about first, like an account that isn't reconciled or a category not on a Schedule C line, so you can fix it before you send it.

Hillside Garage Doors 2025 year-end
  • README.txtnet profit, open questions
  • 01 Profit and loss (cash).csvby category
  • 02 Schedule C.csvby line
  • 07 Transactions.csv1,946 lines
  • 09 Reconciliations.csv12 statements
  • 10 1099 vendors.csv3 to file
  • 15 Mileage log.csv4,212 miles
  • Receipts/214 photos

Made for owner-run service businesses

Garage door, HVAC, plumbing, electrical, landscaping and contracting companies, run by the person who also does the books at night. It fits sole proprietors and single-member LLCs that file Schedule C, with full double-entry books when your accountant wants them.

Start with this month's bank statement

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