Features

A complete double-entry accounting toolkit — and because it's open source, you can see exactly how every feature works.

📒

General ledger

The double-entry core that everything else builds on.

  • Full chart of accounts
  • Manual journal entries
  • Trial balance that always balances
  • Books-closed-through lock date
🧾

Accounts receivable

Bill customers and get paid, with a paper trail at every step.

  • Customers & contacts
  • Invoices and credit memos
  • Customer receipts & FIFO auto-apply
  • Contact statements with XLSX export
📝

Estimates

Quote first, post later — non-posting drafts that convert in one click.

  • Convert to invoice
  • Or convert to a sales order
  • Tracked through to fulfillment
🚚

Sales orders

Take the order today, ship it (and invoice it) over time.

  • Partial fulfilment via draft invoices
  • Live backorder quantity
  • Linked back to the originating estimate
💳

Accounts payable

Track what you owe and pay it down cleanly.

  • Vendors & bills
  • Bill payments & applications
  • Cheque printing & voiding
🛒

Purchase orders

PO → receive → bill, without losing the thread.

  • Open purchase orders report
  • Receive against a PO into a bill
  • Per-line linkage from bill back to PO
💸

Vendor credits

Properly book vendor refunds and credits — no manual journal entries.

  • Vendor credit memos with line items
  • Apply against open bills
  • Credit summary on the bill-payment screen

Recurring invoices & bills

Schedule the work once; the drafts show up on time.

  • Recurring document templates
  • Day-of-month clamping & end conditions
  • Generates drafts you review before sending
🌐

Customer portal & online payments

Let customers view and pay invoices online — no extra logins.

  • Magic-link sign-in for customers
  • Stripe online payments built-in
  • Webhook auto-applies receipts and books fees
🏦

Banking & reconciliation

Tie your books to your bank with confidence.

  • Record deposits & transfers
  • Reconciliation worksheets with edit-in-place
  • Auto-attach statement PDFs on completion
  • Statement-matched balances
  • Bank rules to auto-match imported transactions
📥

AI bank-statement import

Pull a month of bank activity into the reconciliation queue in seconds — and skip the AI entirely if you prefer.

  • Native CSV, OFX / QFX / QBO and Excel imports
  • PDF import via poppler with a pure-PHP fallback
  • Optional Claude-powered fallback reads secured & scanned PDFs
  • Always your choice, per import — or add transactions by hand
📨

Email-in & inbox

Forward a bill or receipt and it lands ready to file.

  • Forward a receipt or bill PDF straight to your books by email
  • OCR pulls each one into a review inbox
  • Promote an inbox item to a draft bill or expense
  • The file stays attached to the transaction it explains
💡

Daily insights

A short, plain-language read on your books every morning.

  • Daily “Did you know?” insights drawn from your own ledger
  • Detectors across cash, AR/AP, margins and anomalies
  • Browse the history — nothing leaves your books
  • No third-party tracking
📊

Financial reports

See where the money is, then take it anywhere.

  • Balance sheet, income statement & cash flow
  • Trial balance, general ledger & open invoices
  • A/R and A/P aging by customer or vendor
  • Sales by customer / item / rep, purchases by vendor / item
  • QuickZoom drill-through to the underlying transactions
  • Prior-year or prior-period comparison columns
  • Memorized reports & favorites
  • Cash-flow forecast
  • Management report packages (bundled PDF with cover & contents)
  • Multi-company consolidated report groups
  • Stream full ranges to CSV or XLSX
📉

Visual dashboards

A real picture of where the money is — and a click takes you to the numbers behind every chart.

  • Dashboard with cash, AR, AP and net-income visuals
  • Charts on every financial report (P&L, balance sheet, cash flow)
  • Powered by Chart.js — fast, accessible, no third-party tracking
📈

Budgets

Set a target, then watch how the books track against it.

  • Budget vs. actual by account
  • Industry-aware budget recommendations
  • Lives alongside the rest of the reports
🌍

Multi-currency

Work in any currency; keep one source of truth in your home GL.

  • Per-account & per-contact currencies
  • Daily ECB rates with manual override
  • Realized gain/loss on settlement
  • Unrealized period-end revaluations
📦

Inventory

Track stock and its cost, the accounting way.

  • Items with stock movements
  • FIFO or weighted-average costing
  • Opening balances & stock adjustments
  • Stock-status & valuation reports
🏗️

Fixed assets & depreciation

A real fixed-asset register wired straight into your depreciation accounts — plus a real capital cost allowance schedule, not a calculator on the side.

  • Asset register with categories, cost, salvage & useful life
  • Linked depreciation & accumulated-depreciation accounts
  • Depreciation posts straight to the general ledger
  • CRA CCA classes 1, 8, 10, 12, 43, 50, 53 (and more) built in
  • Declining-balance CCA pools for the T2125 Area A schedule
  • Opening UCC carried per class through your books
🧮

Sales tax & GST/HST/PST

Canadian sales tax done right — and equally happy for any other jurisdiction.

  • Tax agencies & per-province codes
  • Define your own agencies and rate codes for any state or jurisdiction
  • GST/HST/PST returns with line-level exclusion
  • Sales tax report with drill-down
  • Period-lock snapshots on every filed return
📜

CRA tax filings

The corporate, partnership, and information returns Canadian small businesses actually file.

  • GIFI Schedule 100 (balance sheet) & 125 (income statement) for T2
  • T5013 partnership returns with partner allocation
  • T2125 statement of business or professional activities
  • T3010 registered-charity return
  • Filing profile derived from your organization type
🔗

Works with your payroll provider

Native payroll is on the way — until then, keep running payroll where you do today and post the results straight to your books.

  • Run payroll in Payworks, ADP, Ceridian/Dayforce, Wagepoint, Rise People, Gusto — or any provider that hands you a payroll register
  • Post each pay run as a journal entry: wages, employee withholdings, and the employer remittance
  • Keep the payroll register or PDF in the documents vault, attached to the entry
  • Native Canadian payroll (CPP/EI, T4/T4A/ROE/RL-1, PD7A) and US payroll are both on the roadmap
💟

Non-profit & fund accounting

When you flip the org type to non-profit or charity, the books reshape to match.

  • Net-asset subtypes (unrestricted / temporarily restricted / endowment)
  • ASNPO statements of operations & changes in net assets
  • Restricted funds with interfund transfers
  • Donation receipts for your donors — and feeding the T3010 for registered charities
🏷️

Classes & locations

Slice the P&L by segment, not just by company.

  • Tag any transaction line with a class or location
  • Roll up profitability by segment
  • Available on every income & expense doc
🏢

Multi-company

One login, many sets of books.

  • Belong to one or more companies
  • Guided company onboarding
  • Combined reports across companies
🔄

Switch from QuickBooks

Bring your history with you — no fresh start required.

  • Import a QuickBooks chart of accounts
  • Multi-file, full-history general ledger replay
  • Maps accounts, links contacts & tracks refund cheques
🔌

REST API v1

Integrate LineLedger with the rest of your stack.

  • Versioned, create-first endpoints
  • API-key authentication with per-key rate limits
  • Every API change is audit-logged
🛡️

Audit log

Know who changed what — and how.

  • Every accounting mutation recorded
  • Tracks which API key made a change
  • Portable hash chain survives backup & restore
🔐

Sign-in & access control

Strong auth, fine-grained access — without enterprise complexity.

  • Passkeys (WebAuthn) and two-factor sign-in
  • Per-member section access: Owner, Admin, Accountant or custom
  • API keys with abilities & per-key rate limits
💾

Backup & restore

Your books, in a single portable file you can hold.

  • Export a company to a self-contained ZIP
  • Restore into a fresh company, in-place
  • Audit chain stays verifiable across the move

Verifiable accounting proofs

Don't take our word for it — the proofs run on real data, and you can run them yourself.

  • End-to-end multi-year close, trial-balance import & GL replay
  • Reports generated on seeded data
  • Source data and reports are downloadable
  • SHA-256 hashes you can reproduce from your own checkout
🎨

Branding

Make your documents look like yours.

  • Per-company colors & logo
  • Custom payment terms
  • Field visibility toggles on invoices and credit memos
📄

Polished PDFs

Professional documents, generated server-side.

  • Invoices & statements
  • Printable cheques
  • Powered by DomPDF + TCPDF
📎

Documents vault

Receipts, statements, contracts — kept right next to the transactions they explain.

  • Attach files up to 50 MB (office formats included)
  • Add descriptions; preview inline where possible
  • Dedicated Documents section for company-wide files
🤖

Business Q&A over MCP

Hand your books to an AI agent — without handing it your password.

  • Built-in MCP server with 14 read-only tools
  • OAuth 2.0 (Laravel Passport) or scoped API keys
  • Ask for the balance sheet, cash flow, sales tax, or who owes you what

Day-to-day quality of life

The small things that make the books actually pleasant to keep.

  • In-cell calculator on every amount field
  • Sidebar adding-machine with tape
  • Duplicate any deposit, bill, invoice or journal entry
  • Edit posted deposits in-place — without breaking the chain
On the roadmap

Help shape what's next

These are planned, not promised — and the roadmap is shaped in public. Want one of these sooner, or something else entirely? Add it to the feature-request board and vote on what we build next.

Canadian payroll (CPP/EI, T4 / T4A / ROE / RL-1, PD7A) US payroll (federal & state) Sales-tax automation IRS e-file: 1120 / Sch C / 990 1099-NEC contractor forms T5018 contractor slips Bank feeds (live connections) Direct-deposit ACH file export Sales receipts Progress invoicing Cash vs accrual basis toggle Dunning reminders Jobs & per-job profitability Employee time tracking

Ready to keep cleaner books?

Every feature above is in the repository, free under the AGPLv3. No plans, no tiers, nothing gated.