Product tour

See how LedgerLocal works

Walk through the core workflows — from your first company file to year-end reports. Everything runs on your machine. No cloud account required.

01

Create your company in minutes

Open LedgerLocal and create a .ledger file for your business. You get a ready-made chart of accounts — bank, AR, AP, income, and expense categories — so you can start bookkeeping the same day.

  • One file per company; open multiple businesses from one app
  • Customize accounts or add bank accounts anytime
  • Set default tax rate and invoice payment terms in Settings
  • Upload a company logo for invoice PDFs
02

Invoice customers and get paid

Create professional invoices with line items, inventory products, and automatic tax. Export PDFs, email from your client, and record payments when money arrives.

  • Searchable customer picker — add customers inline
  • Multi-line invoices with inventory items and sales prices
  • Default due dates (Net 15, Net 30, etc.) from company settings
  • Batch invoicing for multiple customers at once
  • Track partial payments and open balances
03

Import and categorize bank activity

Bring in transactions from CSV, OFX, or QIF exports. LedgerLocal suggests categories using your rules, fuzzy matching, and on-device learning — then you review and approve before anything posts.

  • Never auto-posts without your approval
  • Create rules: “description contains STARBUCKS → Meals”
  • Bulk approve or skip transactions
  • Reconcile against bank statements monthly
04

Track bills, expenses, and vendors

Enter vendor bills, record everyday expenses, and pay from your bank or credit card accounts. Full accounts payable alongside your sales workflow.

  • Bills with vendor tracking and payment history
  • Quick expense entry with category and pay-from account
  • Vendor list for faster data entry
  • Double-entry journal entries created automatically
05

Run reports you can trust

Profit & Loss, Balance Sheet, Trial Balance, cash flow, and AR/AP aging — on cash or accrual basis. Drill into any account to see the transactions behind the numbers.

  • Toggle cash vs accrual on any report
  • Year-to-date dashboard at a glance
  • Drill-down from P&L line items to journal detail
  • Aging reports for receivables and payables
06

Own, back up, and share your data

Your entire business lives in one local file. Back it up to a USB drive or cloud folder you control. Send an encrypted package to your accountant without granting cloud access.

  • One-click backup and restore
  • Encrypted accountant export (.llx) — read-only for CPAs
  • Multi-company: switch files without reinstalling
  • Inventory tracking and payroll calculator (Pro tier)

Everything in one desktop app

LedgerLocal covers the full small-business bookkeeping workflow — without a subscription.

SalesInvoices, payments, PDF export, batch billing
ExpensesQuick entry, vendors, categories
BillsAccounts payable, bill payments
BankingCSV/OFX/QIF import, rules, reconciliation
AccountsChart of accounts, bank account setup
ReportsP&L, BS, TB, cash flow, aging, drill-down
InventoryItems, quantities, sales prices
PayrollEmployee setup, withholding calculator

Coming soon

Ready to try it yourself?

Join the waitlist and we'll let you know when LedgerLocal is ready for Windows.