Overview
Live books

Good books make clear decisions.

A reviewable view of cash, profit, and what needs your attention.

Income vs. spending
Approved activity by month
IncomeSpending
Close checklistPreparing
Recent activity
General ledger

Transactions

Every imported movement, its evidence, classification, and posting state.

Accounts payable

Supplier invoices

Ask suppliers to CC your private inbox. Every PDF or image arrives here with its source email intact.

Your invoice inbox
Not configured

Suppliers can put this address in To or CC. TrueLedger verifies, deduplicates, and queues every document for review.

Human-in-the-loop

Review queue

AI and rules suggest. You decide what enters the books.

Accrual-free clarity

Financial reports

Cash-basis reporting from approved, balanced entries.

Profit & loss
Tax organizer

Tax center

A traceable bridge from approved books to preparer-ready tax lines.

Estimated tax-line mappingOrganizer only
Workspace

Settings & sources

Business context, bank connections, import tools, and system controls.

Business profile
Data sources
QuilttChecking configuration…
Invoice inboxChecking configuration…
Reconciliation
Start with sample books

Populate a realistic, reversible local demonstration when the ledger is empty.

Bookkeeping copilotReads summaries · never posts entries
Ask about profitability, unusual spending, close readiness, or what needs review. Answers distinguish approved books from pending activity.