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Ledgerline

How it works

From raw spend to an honest forecast, in one ledger.

Connect your accounts, let Ledgerline keep the books, and watch the forecast move the moment reality does.

Median setup time5 min
Data sources synced on day one12,400+
Manual entry required0

The flow

Four steps. No spreadsheets harmed.

01

Connect

Link your bank, cards, payroll, and invoicing tools. Read-only, encrypted, done in minutes.

≈ 5 min
02

Categorize

Every transaction lands in the right line of your chart of accounts — rules you set, learning that improves.

automatic
03

Forecast

Add expected revenue with dates. Ledgerline projects your runway and flags when the plan and reality drift apart.

live, always
04

Decide

When revenue slips or spend spikes, you get a strategy-change signal — while there's still time to act.

alert < 24h

Forecast timeline

See the plan bend before it breaks.

Expected revenue sits on the same timeline as actual spend. When the blue projection band crosses your cost line, the marker turns red — that's your cue to change strategy, not to panic later.

JANFEBMARAPRMAYJUN
Strategy change — forecast misses plan by 18% in week 19
Expected revenue · Q2 contract$240,000.00 · Apr 15
Projected revenue at current close rate$196,800.00
Variance vs. plan−18.0%
Runway if plan holds / if it slips11.2 / 8.4 mo

When the plan breaks, Ledgerline tells you first.

Start free No card. No demo call. Your books in five minutes.