From bank sync to financial reports, every tool in BaseLedgerPro is built for real small business accounting — not spreadsheet workarounds.
Connect your accounts once and transactions flow in automatically — categorized, reconciled, and posted to the general ledger.
Connect checking, savings, and credit card accounts via Plaid's secure bank connection. Transactions import daily — no CSV exports or manual entry.
Create rules based on payee, amount, or description. Recurring transactions like rent, utilities, and payroll are categorized instantly — every time.
Match your imported transactions to your bank statement line-by-line. BaseLedgerPro flags any discrepancies so you can close each month with confidence.
Every categorized transaction posts to the general ledger immediately. Your books are current today — not at the end of the quarter.
Connect as many bank and credit card accounts as your plan allows. Each feed syncs independently, keeping every account clean and up to date.
Migrating from QuickBooks? Import your historical general ledger via Excel export. Your full transaction history lands in BaseLedgerPro with accounts intact.
Bank reconciliation in BaseLedgerPro is a guided workflow — not a spreadsheet exercise. You see exactly which transactions match your statement and which ones don't.
Every report in BaseLedgerPro is built on real double-entry accounting — the same standard your CPA and your bank expect.
See revenue, cost of goods, gross profit, operating expenses, and net income — for any date range you choose. Compare to prior periods.
Assets, liabilities, and equity as of any date. Your balance sheet balances — always — because every entry is a proper double-entry journal.
Operating, investing, and financing activities calculated using the indirect method. Know exactly where your cash is coming from — and where it's going.
Every journal entry, every debit and credit, in full detail. Filter by account, date range, or source transaction. The complete audit trail is always there.
Revenue, expenses, and net income at a glance — updated live as transactions are categorized. Know where your business stands right now.
Export any report to PDF for your accountant, lender, or tax preparer. Clean, professional formatting — no reformatting required.
Create professional invoices and track every payment from draft to deposit. AR automatically posts to your general ledger so your books stay current.
Create itemized invoices with your company details, line items, and due dates. Line items post directly to the revenue accounts you specify.
Set your sales tax rate once. BaseLedgerPro calculates and applies tax per invoice automatically, and posts it to your Sales Tax Payable account.
Record payments via check, ACH, card, or cash. Partial payments and overpayments are handled automatically — overpayments become customer credits.
Connect your Stripe account to accept card and ACH payments online. Clients pay from the invoice — funds land in your bank and post to your books.
Maintain a customer list with contact info, payment history, and outstanding balances. See every invoice and payment for each customer in one view.
Payments go to Undeposited Funds until you group them into a bank deposit. Your bank balance always ties back to your books — reconciliation is painless.
Optional modules that activate when your business requires them — only pay for what you use.
Track contractor payments throughout the year. At year-end, review your 1099-NEC forms and file directly with the IRS — no third-party software required.
Property-level tracking for owners, investors, and landlords. Assign income and expenses to individual properties — see performance at the property level.