Total Receivable (AR)
$—
Total Payable (AP)
$—
Cash Balance
$—
Net Income (MTD)
$—
📈 6-Month Revenue vs Expenses
Company Activities — Accounting Workflow
💰 Money In
Customers
0 contacts
↓
Invoices
0 open
$0.00
↓
Receive Payment
0 this month
↓
Deposits / Payments
Bank Accounts
$0.00
0 connected
Pay Bills / Expenses
💸 Money Out
Vendors
0 contacts
↓
Bills
0 open
$0.00
↓
Pay Bills
0 this month
↓
🕐 Recent Transactions
⚠️ Overdue / Upcoming
👥 Customers
Manage customer contacts and billing info
🏪 Vendors
Manage vendor contacts and payment info
🧾 Invoices (AR)
Customer invoices and receivables
📄 Bills (AP)
Vendor bills and payables
📋 Chart of Accounts
General ledger account structure
General Ledger
All transactions posted by chart of accounts account.
📚 Account Ledgers
One register per bank or credit-card account — manual entry, Doc Inbox imports, and Plaid feed all land here.
📒 Journal Entries
General ledger — double-entry records
🏦 Banking
Live bank balances & transactions per account
⚖️ Reconciliation
Auto-match bank outflows to bills & purchases — per account
Document Inbox
Upload bank statements, invoices, receipts & more — auto-extracted, validated, then posted.
📄
Drop files here or click to upload
PDF, JPG, PNG, TIFF, CSV, Excel — bank statements, invoices, receipts, checks
📈 Reports
Financial statements and analytics
⚙️ Settings
Business entities & bank-sync status
🏢 Business Entities
Each entity has its own isolated chart of accounts, invoices, contacts, and transactions.
🏦 Bank Sync
LedgerCore reads the resulting balances & transactions read-only — no keys or bank connections are configured here.
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