Ledgerline

v0.9 betaIssue 12 · 5th of the beta140 firms testing

Bank reconciliation your firm can check.

Ledgerline matches statement lines to your ledger with rules you can read, and shows what's left. Join the private beta, tell us what breaks, and vote on what we build next.

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What's newNo. 12 · 0.9.4

Imports skip blank lines

  1. Fixed

    Imports carry on past blank lines in a CSV and tell you how many they skipped.

    Asked by testers
  2. Faster

    Matching is twice as fast on statements over 1,000 lines.

  3. Fixed

    The unmatched count keeps up when you undo a match.

Priya and Dominicp. 1

Roadmap

laterExploring

  1. Export to common accounting packages

nextAfter 0.9.6

  1. Client reconciliation reports as PDF
  2. Permissions per client folder
  3. Multi-currency matching

nowBuilding

  1. Keyboard shortcuts 0.9.5
  2. Review queue for the whole team
  3. Split a payment across invoices

mainShipped

  1. Imports skip blank lines 0.9.4
  2. Notes on statement lines 0.9.3
  3. Matching rules you can read 0.9.2

The tester app · shown at real size

Every report has a status, and a reply from a founder

01 Your reports
Feature ideaMatching rulesIn progress

Keyboard shortcut to match the selected line

  1. Received
  2. Planned
  3. In progress
  4. Shipped

ReplyLove this. It's in 0.9.5 as M to match and U to undo, behind a setting first. Dominic

BugImportsShipped

Import stops at a blank line in the file

  1. Received
  2. Planned
  3. In progress
  4. Shipped

Our bank's CSV export has a blank line near the bottom. The import stops there and skips every line below it.

Screenshot of the import stopping at line 214

ReplyFixed in 0.9.4: imports now skip blank lines and tell you how many. Priya

02 The roadmap

Roadmapyour votes

  1. Review queue for the whole teamSee who cleared which lines. Target 0.9.6.You voted Must have
  1. Client reconciliation reports as PDFOne PDF per client folder each month, unmatched lines at the top.You voted Must have
  1. Imports skip blank lines 0.9.4
03 Send a report

How the beta works

Three steps from waitlist to shipped

  1. 01

    Ask to join

    Sign in with your email and tell us your firm. We let in 20 testers a week and email you when you're in.

  2. 02

    Report and vote

    Send bugs and ideas with a screenshot. Vote must have or nice to have on anything on the roadmap.

  3. 03

    See it ship

    Every report moves Received, Planned, In progress, Shipped, with a reply from Priya or Dominic.

The price

Free during the beta

50% off year one

Send three reports during the beta and keep half price for the first 12 months after launch. We tell you before any charge starts.

Help build the reconciliation tool you want.

Priya Venkataraman-Holt and Dominic Arkwright read every report.

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