Accounting + CRM for small businesses
Ledgerline
Quotes, invoices, expenses and your books — in one app, on web and phone.
Ledgerline is accounting built for US small businesses that also need to sell. Go from lead to customer to quote to invoice to payment, snap receipts on your phone, and keep proper double-entry books your CPA will thank you for — with automatic backups to your own Google Drive.
6 days free · cancel anytime · we set it up for you
Any feature you need, added and customized for you.
Illustration · sample data
- Quotes in Word, invoices in one app, books in another
- Shoebox of receipts at tax time
- Chasing customers for payment by hand
- No idea if last month was actually profitable
- Contractors & home services
- Landscapers, cleaners, trades
- Small service businesses
Ledgerline replaces the spreadsheets, sticky notes and disconnected tools with one system.
Take Ledgerline for a spin.
This is a working mini-version with sample data. Go ahead and click things.
Hill Residence
INV-1042
Parkside HOA
INV-1041
M. Rivera
INV-1040
The whole journey, in one place
- 01Lead
- 02Customer
- 03Quote
- 04Invoice
- 05Payment
- 06Books
Everything you need, nothing you don't.
Lead → quote → invoice → paid
Turn a lead into a customer, send a quote, convert it to an invoice in one click and share a pay link.
Snap-a-receipt expenses
Photograph a receipt on your phone and AI reads the vendor, date and amount for you.
Real double-entry books
Every transaction posts to a proper ledger with month locking, so your P&L and balance sheet are always right.
Mileage & 1099 tracking
Log business miles from your phone and see which contractors need a 1099 at year end.
Payment reminders
Automatic follow-ups on unpaid invoices so you don't have to chase.
Google Drive backup
Your records are backed up to your own Google Drive — your data stays yours.
Roles for your team & CPA
Owner, sales, bookkeeper and a read-only CPA login.
Native mobile app
A real iPhone and Android app for invoices, receipts, mileage and P&L on the go.
Need a feature that isn't listed? We'll build it.
Ledgerline isn't a fixed, one-size-fits-all package. Tell us how your business works and we'll add any feature you need, customized to fit your team.
- New features built on request
- Your own fields, stages and reports
- Your branding, roles and permissions
- Connections to the tools you already use
Questions, answered.
For many small service businesses, yes — and it includes the sales side (leads and quotes) that accounting tools usually leave out.
See Ledgerline working for your business.
Try any of our CRMs free for 6 days and cancel anytime. We'll set it up for your business so your team can use it for real.
Need a feature that isn't listed? Tell us and we'll build it into your CRM or app, customized to the way you work.