Welcome to Ledgerly Help Center

Get oriented fast — find the guides you need to manage your books, invoices, bills, and reports with confidence.

Ledgerly keeps your finances in one place — from chasing invoices to reconciling your bank feed and filing taxes. This help center has step-by-step guides for every part of the product, organized so you can find answers fast.

New here? Start with the basics

These three guides lay the foundation. Get your bank connected, your accounts structured, and your tax rates ready before you do anything else.

Connect your bank account

Pull transactions in automatically with a secure open-banking connection.

Set up your chart of accounts

Add the accounts your business needs beyond the standard template.

Configure tax rates

Set up the IVA rates your invoices and bills should apply.

The tasks you'll come back to most

Send invoices and record payments to keep your receivables accurate.
Enter supplier bills so due dates are always visible.
Reconcile your bank feed regularly to keep your books clean.
Turn on automatic payment reminders to reduce overdue balances without manual chasing.

Create and send an invoice

Bill a customer with your numbering, terms, and tax rates applied automatically.

Record an invoice payment

Mark an invoice paid and post the cash to the right bank account.

Enter a supplier bill

Track what you owe so due dates never sneak up on you.

Reconcile your bank feed

Match imported bank transactions to invoices, bills, and expenses.

Turn on automatic payment reminders

Chase overdue invoices politely and automatically.

Understand your numbers

Run a report any time you need a clear picture of how the business is performing or where it stands financially.

Run a Profit & Loss report

See income, costs, and net profit for any period, on an accrual or cash basis.

Review your balance sheet

Check assets, liabilities, and equity as of any date.

Working across currencies or tax regimes?

Ledgerly handles multi-currency invoicing and configurable tax rates out of the box — these guides get you set up in minutes.

Enable multi-currency

Invoice in USD or GBP while your books stay in your base currency.

Configure tax rates

Set up the IVA rates your invoices and bills should apply.