How Ledgr Works
Five minutes to set up. Your books in order from day one.
Connect your bank.
Link your business checking account and credit card in about two minutes. Ledgr starts pulling in transactions immediately — no manual import, no CSV files. Bank sync uses read-only access (via Plaid) — Ledgr can never move money, only read it.
Bank Connection
Wells Fargo Business
Checking ••• 4821
Chase Business Card
Visa ••• 7293
Receipt Capture
Ferguson Electric
AI detected · Mar 28, 2026
Photograph receipts from the field.
Every receipt, every supplier ticket, every fuel stop. Your phone camera is now your filing system. Ledgr reads the receipt and fills in the details — vendor, amount, date, and the most likely expense category based on the vendor and your history.
Create your jobs.
Set up jobs by address, customer name, or job number — however you think about them. Takes 15 seconds per job. Ledgr automatically groups expenses by job as they come in, based on date and location patterns.
Active Jobs
Subpanel Upgrade — 4812 Marble Ridge
CompleteMargin: 43%
EV Charger — Garcia Residence
InvoicedMargin: 47%
Panel Replacement — Multi-unit
In ProgressMargin: 38%
Auto-Assign Rules
Rule
Ferguson Electric → Materials
14 receipts auto-categorized
Rule
Shell Gas Stations → Fuel
8 receipts auto-categorized
Assign expenses to jobs.
Ledgr suggests which job each expense belongs to based on date and location. One tap to confirm. Or set rules: "all receipts from Ferguson Supply go to materials." After a few weeks, Ledgr learns your patterns and most assignments happen automatically.
Watch the numbers.
Your dashboard shows net profit by job, tax estimate for the quarter, and monthly P&L — all updated the moment you tag a receipt. No end-of-month reconciliation. No waiting on a bookkeeper's email. Just the numbers, when you need them.
Monthly Summary
Revenue MTD
$28,400
Net Profit
$16,760
Q2 Tax Est.
$3,847
Avg Margin
38%
Finally know which jobs make money.
Most trade businesses find out too late. A job that looks like $4,000 revenue turns into $800 profit after materials, labor, and fuel — or worse, a loss. Ledgr shows you job-level margin in real time, so you can price the next one right.
BEFORE LEDGR
"I knew we did $22K last month but I had no idea where it went."
WITH LEDGR
"I know that service calls run at 28% margin and commercial installs run at 41%. We're shifting focus."
Job Profitability — March 2026
EV Charger Install
47%
Subpanel Upgrade
43%
Panel Replacement
38%
Exterior Lighting
40%
Service Call — Outlets
24%
2026 Tax Estimates
Q1 Estimate
$4,320
Paid ✓
Q2 Estimate
$3,847
Set aside now
Q3 Estimate
~$4,100
Set aside now
Q4 Estimate
TBD
Set aside now
Updated 2 hours ago · Based on Q1–Q2 data
No more April surprises.
The IRS expects quarterly estimated payments. Most trade business owners either miss them or overpay because they're guessing. Ledgr tracks income and deductible expenses throughout the year and shows you a running estimate — updated every time you add a transaction.
Ready to know your numbers?
14-day free trial. No credit card. Cancel anytime.