FinLedgic connects to your bank, auto-categorizes every transaction, and keeps your books review-ready — so you always know your profit. Built for small businesses and their teams.
From the moment money moves to a tax-ready report — automated where it should be, in your control where it matters.
Securely connect your bank through Plaid. New transactions flow in every night — access tokens encrypted end to end.
FinLedgic learns how you tag merchants and applies it to new transactions, so recurring charges categorize themselves.
One-click approval workflow. Nothing lands in your books until a human confirms it — with who and when tracked.
Profit & Loss by category over any date range. Export a clean PDF or CSV for your accountant in one click.
A real accounting structure — assets, liabilities, income, expenses, and equity — not just a flat list of tags.
Your whole team shares one workspace, one category list, and one source of truth. Invite-code gated sign-up.
Link an account in under a minute through Plaid’s secure widget.
Transactions arrive pre-sorted and flagged for a quick review.
Approve, and your dashboard, P&L, and per-account balances update live.
Start free for 14 days. No credit card required.
Connect your bank and see your real numbers today.
Start your free trial