Premium Online Accounting Capabilities
Explore the ledger, invoicing, expense, reporting, permissions, and audit controls that help teams run accounting with confidence.
For finance teams evaluating online accounting software
Capability Map
Grouped by the primitives finance teams usually evaluate first: ledger, workflows, controls, reporting, and integration.
Ledger Core
Ledger and reporting foundations
Start with the accounting source of truth: chart of accounts, journals, balances, segments, and reporting surfaces that stay connected to operational workflows.
Ledger Engine
Build an account structure that fits your entities, reporting needs, and operating model without becoming hard to manage.
Accounting Workflows
Manage journals, imports, and bookkeeping activity from one connected accounting workflow.
Bank reconciliation
Automatic matching across bank feeds and ledger lines.
Reporting Infrastructure
Generate core financial reports, receivables views, and supporting analysis from the same accounting source of truth.
Workflow Layer
Billing, spend, and commercial workflows
Support the common accounting motions users expect while keeping every document, adjustment, and operational event tied back to the ledger.
Embedded Billing
Use invoicing directly in NewLedger or bring billing workflows into your own product. Keep invoice activity, payments, and accounting records connected.
Commercial Workflows
Create quotes, manage revisions, and carry approved work into billing without rebuilding the document from scratch.
Spend Workflows
Capture expenses, organize receipts, and keep spending tied to the books for cleaner reporting and review.
Adjustment Workflows
Handle refunds, corrections, and billing adjustments while keeping a clear accounting trail behind every change.
Governance Layer
Permissions, OAuth, automation, and audit controls
Give operators, systems, and AI-agent-style workflows scoped access with RBAC, consent boundaries, audit history, and reviewable activity.
Approvals & audit controls
Multi-step approvals and immutable audit trail for every change.
Audit Controls
Manage access with granular permissions so the right people can work without exposing more of the system than needed.
Payment Workflows
Accept online payments through connected workflows so teams can track what was billed, what was paid, and what still needs follow-up.
Email Infrastructure
Send invoices and reminders from your own domain so billing communication stays consistent with your brand.
Scale
Built to scale with you
Multi-entity, multi-currency, and project-level visibility for operationally complex teams.
Multi-entity accounting
Consolidate ledgers across legal entities, currencies, and timezones.
Multi-currency accounting
Hold balances, invoice, and reconcile in any currency with FX gain/loss baked in.
Entity & Segment Tracking
Track project costs, time, and billing together so teams can understand margin and delivery performance more clearly.
Relationship Records
Keep client records, billing relationships, and payment context in one place so operations and finance stay aligned.
For product, engineering, finance, and security teams evaluating rollout fit.
“The strongest accounting products are not built from isolated finance features. They need a ledger core, workflow layer, reporting model, and controls that product and finance teams can trust.”
Choose your next step
Start your 14-day trial for day-to-day accounting, or review pricing, migration, controls, and rollout before changing systems. Either way, the next step should feel clear.