Ledgerline

How Ledgerline closes your month

Ledgerline does three jobs, in the order your month runs.

1. Bank feeds

Connect a bank once. Ledgerline reads new transactions every morning from 40 banks in the US, UK, and EU.

2. Invoice matching

Each payment is matched to its client invoice. A payment short of its invoice is flagged with the difference.

3. The monthly close

A five-step checklist ends in an export your accountant imports into their filing software.

The Ledgerline monthly close checklist with three of five steps done

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