LedgerLumen

LedgerLumen Core

Small business bookkeeping software for owner-led review

Bring banking, CSV imports, receipts, invoices, reports, and tax-readiness tasks into one reviewable workspace.

LedgerLumen helps owners review what needs attention: uncategorized transactions, missing receipts, overdue invoices, import cleanup, profit changes, and tax-prep records.

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LedgerLumen dashboard showing profit, receivables, receipt proof, and tax readiness for a small business workspace

Owner clarity over accounting complexity

The questions owners actually open bookkeeping software to answer.

Review list

Uncategorized transactions, missing receipts, overdue invoices, imports, and tax-prep reminders stay visible.

Bring records in your way

Start with a bank connection, import a CSV, or add records by hand.

Reports and exports

See profit, receivables, receipt gaps, and downloadable files your advisor can review.

Free bookkeeping tools

Check the books before the cleanup gets bigger.

CSV checker

CSV import readiness checker

Paste a bank or spreadsheet CSV to detect date, description, amount, duplicate, transfer, personal-spend, and missing-value issues before import.

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Receipt calculator

Receipt gap calculator

Enter expenses and proof status to see the dollar amount still missing receipt support before tax prep or advisor review.

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Cash calculator

Invoice aging and cash collection calculator

Enter unpaid invoices and due dates to see current, 1-30, 31-60, and 60+ day aging buckets.

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Scorecard

Bookkeeping cleanup scorecard

Answer a few record-readiness questions and get a prioritized cleanup plan for transactions, receipts, invoices, imports, and advisor notes.

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Export prep

Advisor handoff packet builder

Build a copyable cover sheet for the files and context a bookkeeper, CPA, or tax preparer may need from a small service business.

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Trust and fit

Built for the owner who still has to answer the money questions.

  • Bank connection is optional; CSV import and manual records work too.
  • The secure connection provider handles bank sign-in when you connect an account.
  • Tax estimates are planning aids, not tax advice or a CPA replacement.