Create the workspace
Sign in, name the business, and confirm the basic business context LedgerLumen uses to shape the workspace. No payment card is required during current MVP access.
Getting started
Getting started with LedgerLumen
Start with the records you already have, then build a repeatable review habit.
A new LedgerLumen workspace can start from manual records, CSV imports, receipts, invoices, projects, or an optional bank connection. Nothing in setup should require a bank connection or payment card during MVP access.
At a glance
Getting started should feel like organizing the next owner decision, not passing an accounting exam.
Choose the first source
Start with a bank connection only if it helps. CSV imports, receipts, invoices, projects, and manual records remain valid starting points.
Review what needs attention
Use the review flow to find uncategorized transactions, missing receipt proof, overdue invoices, import cleanup, and tax-time context.
Add proof intentionally
Receipt proof supports expense review, but private documents should not be emailed to support. Use in-app upload paths when available.
Bring in help carefully
Invite a bookkeeper, CPA, tax preparer, or staff member only when the workspace has enough useful context and the role is appropriate.
Export before advisor handoff
Use reports and exports to package records for a bookkeeper, CPA, enrolled agent, or tax preparer without claiming the software replaces professional advice.
Ask for help with the right expectations
MVP support can help with setup, workflow fit, feedback, and security questions. It does not replace professional bookkeeping, tax, legal, or accounting advice.
Trust and fit
Built for the owner who still has to answer the money questions.
- No card required during MVP access
- Bank connection optional
- CSV/manual setup supported
- Advisor handoff stays part of the workflow
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