Everything Lejr does, two ways.

Every asset, liability, equity, income and expense account in one list. Add, rename, recode and archive accounts by editing the table directly.

Start mid-year: enter balances as of a go-live date, bring in open invoices and bills, and see any difference that goes to Opening Balance Equity.

See how the business is doing: cash, income, expenses and net income, cash-flow and profit charts, who owes you and recent activity.

Your to-do list: what to categorize, what's overdue, bills coming due and accounts ready to reconcile.

Press ⌘K (Ctrl-K) to jump to a page, find a customer, vendor, invoice or account, or start a new record.

Keep separate books for each business under one login, switch between them, and connect an external AI once for all of them.

The in-app assistant turns plain-English requests into balanced entries. By default, every change waits for your approval on a card.

Everything you can ask Lejr's AI to do, tool by tool: what each one does, what to say, and whether it changes your books.

Set Block, Ask or Allow for each group of assistant actions. By default every change waits for your approval, and voids and disposals always ask.

Connect Claude, ChatGPT or Grok to your books and work in plain English, with the access level you choose for each business.

Link your bank and card accounts through Plaid. New transactions come in automatically and wait in Transactions for you to review.

Transactions from your connected banks arrive in Review. Categorize, match or split each one before it posts.

Upload a bank CSV, pick the Date, Amount and Description columns and the account, and review every row before it's imported.

Assign an account to each transaction. Lejr suggests one for every line; accept it, change it, or ask the assistant to work through the backlog.

Lejr suggests a category from your vendor settings, learned rules, a vendor map, your bank's category and, as a last step, AI. Suggestions never post on their own.

Post balanced entries for accruals, reclassifications and adjustments. Changing a posted entry reverses it and posts a replacement, so both stay on record.

Drop statement PDFs on an account. Lejr reads each one and sets it beside your books so you can match lines and reconcile to a zero difference.

Select many transactions and move them to the right account. Lejr posts correcting entries instead of rewriting the originals.

Your customers with balances, contact details and history. Open one to see their invoices, payments and what they owe.

Send a quote before the work starts and convert it to an invoice when the customer accepts. Estimates don't post to your books.

Build an invoice with products, discounts and tax, and preview what the customer receives. Or describe it to Lejr Assistant to draft it for you.

Every invoice with its status and balance, plus Outstanding and Overdue views. Open one to see its payments and history.

Bill repeat customers on a schedule. Each invoice is created when due, saved as a draft, posted, or posted and emailed.

Record a customer payment against an invoice. Lejr also suggests open invoices that match incoming bank deposits.

Connect Stripe so sent invoices include a pay link. Payments post to your books, and you can let customers pay part of an invoice.

Saved line items, each with an income account and optional tax. Products can also track quantity and cost.

Send a customer a summary of their invoices and payments for a period. Statements don't change your books.

What customers owe you, grouped by how many days past due.

Reduce what a customer owes with a posted credit memo instead of editing the invoice. Apply it to an invoice or refund it.

Track quantity and cost for products you stock, with average, FIFO or LIFO costing, cost of goods sold on each sale, and counts.

Every invoice, receipt, estimate and statement Lejr emailed: when, to whom, and any that failed to send.

Your vendors with balances owed and bill history. Open one to see what you owe and what you've paid.

Record what you owe a vendor, with line items, expense accounts and a due date. You can also send the assistant a photo of the bill.

Every bill with its status and due date: what's coming due, overdue and paid.

What you owe vendors, grouped by how many days past due.

Record a vendor refund, return or billing correction as a credit. Apply it to open bills or record the refund when it arrives.

Mark your contractors and see what you paid each in cash during the year, excluding card payments, ready for 1099-NEC filing.

Open any account to see its running balance and every entry that posted to it.

Revenue and expenses for any period, with comparison columns, built from your ledger.

Assets, liabilities and equity as of any date, built from your ledger.

Where cash came from and went, by operating, investing and financing activity, built from your postings.

Every account's debit or credit balance as of a date, with debit and credit totals.

Every journal entry line by account, in date order.

Run statements on accrual or modified cash basis. Your books stay on accrual; the cash view drops open receivables and payables.

Show several accounts as one line on your statements, such as a Long-term debt group over each loan, without changing any entries.

Units, cost and value on hand for each product, compared to the Inventory account on your balance sheet.

Track capital assets, their cost and accumulated depreciation. Post depreciation by straight-line, MACRS (with optional bonus or §179) or a custom schedule.

Depreciation for every asset, period by period, showing what's posted and what's coming.

Log business trips and post the deduction at the IRS per-mile rate in force on each trip's date.

Sales tax collected and owed, by jurisdiction.

Sell, scrap or write off an asset. Lejr removes its cost and accumulated depreciation and posts the gain or loss against net book value.

Set up the tax rates you collect, alone or as a combined group of state, county and city rates. Each rate is tracked separately.

Attach receipts, contracts and other files to invoices, bills and transactions, and find them all in one place.

Set the month your fiscal year starts. Period reports, comparisons and the year-end close follow it.

Close years oldest first into the equity account you choose, and lock dates against new postings. You can reopen the latest closed year.

Download all your records as an Excel workbook or ZIP of CSVs, plus financial statements and a full technical backup.

Who changed what and when, whether a person, the assistant or a connected AI made the change.

Invite your bookkeeper, accountant or partners and choose each person's role. Viewers can't change anything, including through the assistant.

Your sign-in, two-factor authentication, recent sign-ins, and the security alerts Lejr sends.

Your business's name, contact details, logo and entity type, and how to reset or delete its books.