FinLedgic connects to your bank, auto-categorizes every transaction, and keeps your books review-ready, so you always know your profit. Built for small businesses and their teams.
From the moment money moves to a tax-ready report. Automated where it should be, in your control where it matters.
Connect your bank through Plaid and new transactions push in on their own, refreshed straight from the source. Access tokens are encrypted end to end.
FinLedgic learns how you tag merchants and applies it going forward, so recurring charges categorize themselves.
One-click approval. Nothing lands in your books until a human confirms it, with who and when tracked.
Assets, liabilities, income, expenses, and equity, grouped like proper accounting, not a flat list of tags.
Profit & Loss by category over any range, plus sales tax and Schedule C. Export a clean PDF or CSV in one click.
Track what you owe vendors and catch the recurring charges you forgot you were paying for.
FinLedgic reads every transaction, sorts it, scans your receipts, and answers plain questions about your money — so your books stay done without a spreadsheet in sight.
No mystery. This is the real thing: a live bank feed, clear reports, professional invoices, and numbers you can actually act on.
Connect your bank and FinLedgic pulls in each transaction and files it to the right account automatically. You just glance and approve.
Open the dashboard to see net profit, income, expenses, and cash on hand at a glance, updated the moment new transactions land.
A real Profit & Loss, grouped the way accountants expect: income, cost of goods, gross profit, and operating expenses, with margins done for you.
Send branded invoices and quotes, add a Pay button, and watch the payment land and reconcile itself right next to your bank feed.
Link an account in under a minute through Plaid’s secure widget. Access is read-only.
Transactions arrive pre-sorted and flagged, so review takes minutes, not hours.
Approve, and your dashboard, P&L, and per-account balances update live.
Every feature, one simple price. 14-day free trial, no credit card required.
Connect your bank and see your real numbers today.
Start your free trial