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Your business records, kept exactly as they were written

LocalLedger keeps the bookkeeping records of a small business: the statements you upload, the transactions read from them, and a record of every action taken. $99 a month.

No card required to create a workspace.

The register

0 of 7 capabilities on the roster are listed here as working. The rest are set out below, each with its stage.

What LocalLedger is verified to do

LocalLedger does not describe a feature as working until it has run against real customer statements in production.

Nothing is listed here yet.

None of them has yet, so this list is empty rather than optimistic. It will fill in one entry at a time, and each entry will name the evidence.

What is being built, and what it will not do in the meantime, is set out below.

The roster

Every capability on the roadmap, in the order it is being built, with how far each has got. Only a capability marked as publicly supported is described on this page as working. Everything short of that is a plan.

  • Researching
  • In development
  • Verified in sandbox
  • Verified in production
  • Publicly supported

What is being built

Every capability on the roadmap, with its current stage
No. Stage Capability Description
01 Stage: In development CSV statement import Reads transactions from a CSV bank or card statement export.
02 Stage: In development Duplicate detection Flags a transaction that already arrived on another statement.
03 Stage: In development Statement reconciliation Checks extracted transactions account exactly for the change between two statement balances.
04 Stage: In development Customer questions Asks the customer about anything that could not be read, rather than guessing.
05 Stage: Researching PDF statement import Reads transactions from a PDF statement.
06 Stage: Researching Accounting software sync Sends reconciled records to a connected accounting provider.
07 Stage: Researching AI categorization Proposes a category for a transaction, with a confidence and a reason.

The limits

So you know before you sign up. Each of these is planned. None of them is described here as working before it is.

What LocalLedger does not do yet

  1. CSV statements only.

    PDF statements are not supported yet.

  2. No bank feed.

    You upload the statement; LocalLedger does not connect to your bank.

  3. No sync with accounting software yet.

  4. No automatic categorization yet.

The terms

One plan and one price. There is nothing to compare, and nothing is metered.

Pricing

$99 per month

Workspace
One.
Statements
As many as your business produces.
People
As many from your team as you need.
To start
An account. No card required.
Create an account

To arrange billing, call James on the number below.

The people

Questions are answered by a person, by phone, during business hours. There is no ticket queue.

Talk to a person about your account

Questions about your account or a statement that will not process? Call James and speak to someone directly — no ticket queue.

832-338-2926

James Monday to Friday, business hours Central

Closed now. Opens Monday at 10:00 am your time.

How your records are looked after

  • Statements you upload are stored privately. Nothing is served from a public address, and there is no link that works without signing in.
  • Only members of your workspace can open your records. Membership is re-checked every single time, on every action.
  • Your original file is never altered. Everything LocalLedger works out is derived from it and kept separately, so the document you uploaded stays exactly as you sent it.
  • Every upload, download and change is recorded with who did it and when. You can read that history, and export all of it, at any time.
  • Nothing is read for you or guessed at. When a row cannot be read exactly, LocalLedger asks you rather than inventing a figure.