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Paste a CSV, enter expenses or invoices, answer a few readiness questions, or build a cover sheet directly on the page.
Free bookkeeping tools
Free bookkeeping tools for small businesses
Use practical bookkeeping tools before importing records, chasing receipts, collecting invoices, or sending files to an advisor.
LedgerLumen free tools run in your browser and help service businesses check CSV imports, receipt gaps, invoice aging, cleanup priorities, and advisor handoff notes without creating an account.
At a glance
Useful bookkeeping tools should do real work on the page, not ask you to log in before showing what needs cleanup.
Built for messy middle steps
These tools help when records are too real for a generic article but not ready for full bookkeeping setup yet.
Private by default
Inputs are processed in your browser for these tools. Tax-readiness guidance is record organization only, not tax advice.
Free tools
Use the tool that matches today's record problem.
CSV checker
CSV import readiness checker
Use this checker before moving old spreadsheet rows or bank exports into any bookkeeping system. The analysis happens in your browser.
- Detect likely date, description, amount, debit, credit, and category columns
- Flag invalid rows, duplicates, transfers, personal-looking spending, and missing values
- Export a cleaner review CSV for the rows that are ready to work with
Receipt calculator
Receipt gap calculator
Use this calculator when supplies, software, travel, meals, subcontractors, or job costs need backup before tax time.
- Total expenses with and without proof
- Prioritize the largest missing-proof items
- Create a short receipt chase list for the owner or team
Cash calculator
Invoice aging and cash collection calculator
Use this calculator to understand which invoices need attention first and how much cash is sitting in overdue receivables.
- Bucket unpaid invoices by due-date age
- Separate current receivables from overdue balances
- Prioritize follow-up by customer and amount
Scorecard
Bookkeeping cleanup scorecard
Use this scorecard before month-end, tax prep, or a bookkeeper handoff so the obvious cleanup work is visible first.
- Score the cleanup state of the books
- Separate urgent cleanup from lower-risk polish
- Keep tax questions separate from record organization
Export prep
Advisor handoff packet builder
Use this builder before sending reports, receipts, invoices, customer records, project context, or workspace exports to an advisor.
- Choose the records included in the handoff
- List known cleanup gaps before your advisor finds them
- Copy a clean cover sheet for email or a shared folder
Trust and fit
Built for the owner who still has to answer the money questions.
- Built for service-business owners who need plain-English review
- Useful before CSV import, receipt cleanup, tax prep, and advisor handoff
- Tax-readiness guidance is informational and advisor-oriented
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