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LedgerDock
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Documents

Statements, receipts, tax papers and reports, filed in one place.

33 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Drop files on the page, or click “Upload”. PDF, JPG, PNG, HEIC, Excel and CSV all work.
  2. Folders and the type filter keep statements, receipts and tax papers apart.
  3. A document is evidence. It never posts money by itself.
  4. Attach a document to a transaction in the reviewer, and it becomes that entry's proof.

What the video says

Every word, written out

Documents. The company's file cabinet. Statements, receipts, tax papers, and reports.

Drop files on the page, or click Upload. PDF, photos, Excel and CSV all work.

Folders and the type filter keep statements, receipts, and tax papers apart.

A document is evidence. It never posts money by itself. Attach it to a transaction in the reviewer, and it becomes that entry's proof.

Keep going

Receipts Every receipt for the company, ready to attach to its transaction. Watch 0:24 Checks Which checks the bank has not paid yet, and where the register and the bank disagree. Watch 0:37 Vendors & customers Vendors it pays, customers it bills, staff it employs — and who needs a 1099. Watch 0:42

Try it on your own books. One set of books is free.

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