Accounting Features Built for Modern Businesses
Everything from receipt capture to tax-ready reports in one ledger. Start free, upgrade when you grow - see pricing for what each plan includes.
Start freeBookkeeping Core
A real double-entry ledger under the hood - every transaction balances, every report reconciles. Visual Accounting Mode translates debits and credits into plain language, so you can run your books without an accounting background and hand clean records to a professional when you need to.
- Double-entry chart of accounts and journal entries
- Visual Accounting Mode for non-accountants
- Bank rules and one-click reconciliation
- Data import and export - your records are never locked in
Automation & AI
Manual data entry is where bookkeeping time goes to die. SimplyLedger automates the repetitive parts so a weekly review replaces hours of typing.
- AI auto-categorization of transactions (Professional)
- OCR receipt scanning - snap a photo, get a coded expense
- AI helper chatbot for bookkeeping questions
- Recurring bills and bank-rule automation
Financial Reports
Reports generate straight from the ledger, so they are always current. Every plan includes basic financial reports; the full suite covers what accountants and lenders actually ask for.
- Profit & Loss, Balance Sheet, and Cash Flow statements
- General Ledger and Trial Balance
- Aging reports for receivables and payables
- Budget vs Actual and custom report builder
Taxes & Compliance
Tax season stops being a scramble when the records are kept right all year. Expense categories map to common deduction lines, and audit logs record every change.
- Tax calculations and tax liability reports (Professional)
- 1099 & W-2 form generation (Professional)
- Sales tax rules and filing summaries
- Immutable audit logs for every change
Operations
As the business grows, the books grow with it - contractors, assets, inventory, and currencies handled in the same ledger.
- Contractor management with 1099 tracking
- Mileage tracking for vehicle deductions
- Fixed assets with automated depreciation schedules
- Inventory and multi-currency support
Integrations & Security
SimplyLedger syncs directly with SimplyQuote.net: quotes and invoices flow into your revenue automatically, with no double entry. Everything travels encrypted, and row-level access control keeps each business's books private to its members.
- SimplyQuote.net quote and invoice sync
- Bank-level encryption in transit and at rest
- Team members with per-business access control
- Hardened security headers on every response
Built for How You Work
Freelancers use SimplyLedger to separate business money, scan receipts on the go, and stay ready for quarterly taxes - see our guide to bookkeeping for freelancers and the freelancer overview. Growing teams lean on automation, audit trails, and cash-flow reporting - read how AP automation pays for itself or visit the small business overview.
Questions about a specific feature? Talk to us.