Everything Lejr does — and two ways to do it.

A four-step, skippable timeline that gets your books from empty to usable in minutes — organization details, a starter chart of accounts, and an optional bank connection. Skip anything and come back later; nothing here is a dead end.

Link your accounts through Plaid in a few clicks. Transactions flow in automatically and land in your Bank Feed, ready to categorize. Connect as many accounts as you run.

Your full chart of accounts — assets, liabilities, equity, income, and expenses — in one organized list. Add, rename, archive, or merge accounts as your business evolves. Every account ties straight into double-entry posting.

Drill into any account to see its running balance and every journal entry that touched it. The audit trail for a single account, always reconcilable back to the ledger.

Every transaction your bank sends, in one reviewable stream. Accept, categorize, match, or split each line. The feed is the front door to keeping your books current without manual data entry.

Bring history in from any bank or another system with a four-step wizard: upload, map your columns, set how dates should be read, and preview every row before anything posts. Mapping is click-to-match, and your date parse convention stays separate from how dates display.

One list for everything that hits your books — bank lines, invoices, bills, journal entries — with a computed needs-review status instead of a separate staging area. Click any row to open a right-side panel and edit category, memo, vendor, or customer inline.

Assign the right account to each transaction so your reports are correct. Lejr suggests a category for every line; accept it, change it, or let the assistant clear the whole backlog at once.

A four-tier engine — learned rules, a vendor map, Plaid signals, and fuzzy matching — proposes a category for every transaction. It learns from your corrections, so the more you use Lejr, the less you touch.

Money moving between your own accounts isn't income or expense — it's a transfer. Lejr spots the matching pair and lets you confirm it as a transfer in one click, keeping your P&L honest.

When you need to post directly — accruals, reclassifications, period adjustments — Lejr gives you proper balanced journal entries with debits and credits that must equal before they post. The ledger is immutable; corrections are new entries, never edits.

Everything still waiting on you — unmatched payments, uncategorized lines, invoices and bills not yet settled — gathered in one worklist so nothing slips through the cracks at month-end.

Your customer list with balances, contact details, and history. Open any customer to see their invoices, payments, and outstanding balance at a glance.

Send a customer a quote before the work starts, then convert it to an invoice in one click when they say yes. Estimates never touch your ledger — they're proposals until accepted, so nothing hits your books early.

Build an invoice with line items, products, discounts, and tax. It autosaves as you type and previews exactly what the customer will receive. Or skip the form entirely — describe it to the Lejr Assistant and watch it draft the invoice for your approval.

Every invoice you've issued, with status — draft, sent, paid, overdue — at a glance. Filter, search, and open any invoice to see its full lifecycle and payment history.

Bill repeat customers on a schedule without redoing the work each time. Set the cadence once and Lejr drafts each invoice when it's due — retainers, memberships, and monthly service plans without the manual re-entry.

Mark an invoice paid and post the receipt to your books in one step. Lejr matches incoming bank deposits to open invoices so reconciliation is mostly confirming, not data entry.

Turn on card payments through Stripe and every invoice you send gets a secure pay link — your customer pays in a click and the receipt posts to your books automatically. Optionally allow partial payments so customers can put down a deposit or pay progress billing, with the balance staying due on the same link.

Reusable line items — each tied to an income account and optional tax — so invoices stay consistent and your revenue lands in the right place every time.

Send a customer a running summary of everything they owe across invoices and payments over a period. A statement is a document, not a ledger event — it never changes your books, it just shows the customer where they stand.

Who owes you, and how late — bucketed current, 30, 60, 90+ days. The report you check before chasing collections, and the one your CPA asks for at year-end.

Your vendor list with balances owed and bill history. Open any vendor to see what you owe and what you've paid.

Record what you owe a vendor, with line items and the expense accounts they hit. Track due dates, schedule payment, and keep your payables current. Or just tell the assistant — even from a photo of the bill.

Every bill you owe, with status and due date. See what's coming due, what's overdue, and what's paid — your accounts-payable command center.

What you owe, and when it's due — bucketed by age. Plan cash outflows and never miss a vendor due date.

Revenue minus expenses, over any period, with period-over-period comparison. Generated straight from your ledger — always tied out, never a spreadsheet export.

Assets, liabilities, and equity as of any date — and it balances, because every entry underneath is double-entry by construction. The statement your bank and your CPA both ask for.

Where cash came from and where it went — operating, investing, financing — derived from your actual postings. The reality check behind the income statement.

Every account with its debit or credit balance, totaling to zero. The accountant's proof that the books are internally consistent before you close.

The complete, chronological record of every journal entry across every account. The single source of truth — immutable, auditable, exportable.

Track money you've borrowed and money you've lent, split into what you owe and what's owed to you. Each payment splits automatically into principal and interest, and the schedule reads its position straight from the ledger — no stored status to drift out of sync with your books.

Track capital assets, their cost basis, and accumulated depreciation. Run period depreciation and post it to the ledger automatically — straight-line, mid-month convention, the right useful lives.

The full forward schedule of depreciation for every asset — period by period, so you can see what's coming and what's been posted.

Log business miles and let Lejr compute the deduction at the current IRS rate. A clean, dated record for tax time.

Track sales tax collected by jurisdiction so filing is a lookup, not an archaeology project. Tax rates attach to products and flow through invoices automatically.

Attach receipts, contracts, and files to the invoices, bills, and transactions they belong to — then find them all in one place. Every attachment is tied to the record it supports, so your audit trail carries its own paperwork.

Label transactions, invoices, and bills with your own tags — projects, properties, jobs, classes — and slice your reports by them. One flexible dimension layered on top of your chart of accounts.

The in-app assistant that turns plain-English requests into proper, balanced accounting — with every write gated behind an approval card you confirm. Set natural-language preferences and per-tool permissions so it works exactly how you want.

Invite your bookkeeper, CPA, or partners and control what each can do. Roles from full admin down to view-only, with writes blocked for viewers everywhere — including the assistant.

Lejr exposes a remote MCP server, so any MCP-capable LLM — Claude included — can manage your books by talking to your AI. The same tools the in-app assistant uses, open to your own automations.