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Ledger247 v3.2 · Live

Every feature, every tier, every add-on.

Ledger247 by BiWize Solutions is a small-business accounting app that bundles double-entry bookkeeping, invoicing, AP, CRM lead pipeline, AI-drafted collection emails, estimates with e-signature, and service scheduling into one app. Each customer gets their own database — never shared. Branded in your colours. Choose your tier and get everything in it: no per-seat surprises, no feature-gating, no hidden add-ons unless you want them.

What's included Pricing Add-ons Why us Who it's for FAQ

Everything in one app. Not bolted-on integrations.

Books, invoicing, AP, CRM, AI, e-sign, the client portal, admin, and the platform itself — one product, one source of truth.

💰

Money

Books · Invoicing · AP
  • Double-entry general ledger — every transaction posts a balanced journal entry; all reports reconcile to one source of truth.
  • Bookkeeping — categorise bank transactions, reconcile against a statement, match to invoice or bill payments in one click.
  • Invoicing — draft → sent → partial → paid → void; recurring invoices with optional auto-send.
  • Estimates / quotes — multi-line, per-line comments, one-click convert to invoice; customers e-sign online.
  • Vendor bills (AP) — multi-line with COA splits; AP aging; vendor W-9 / TIN portal for 1099-NEC prep.
  • Bank reconciliation — CSV upload or live feed; match statement rows to payments; clean ledger.
  • Reports — P&L, Balance Sheet, AR/AP Aging, Trial Balance, Project Profitability, 13-week Cashflow Forecast, Quarterly Tax Packet.
🤖

AI & automation

Claude-drafted · Cron-driven
  • AI dunning emails — Claude-drafted collection emails with operator-controlled tone (gentle → firm). Free 100 sends/month; unlimited as add-on.
  • AI dunning cron — auto-generates drafts daily for overdue invoices; operator reviews and approves before send.
  • NPS auto-survey — triggers on project completion; detractors routed to a save-attempt CRM lead, promoters prompted for a Google review.
  • Recurring cron — daily 06:30 UTC; generates the next invoice in each active template.
  • Attachment retention cron — warns, soft-deletes, and hard-deletes per the tier-bounded retention policy.
  • Quota cron — monitors DB + storage usage; warns at 80 / 95 / 100%.
⏱️

Work & clients

Projects · Time · Receipts
  • Clients + projects + time tracking in one place; time entries link to invoices.
  • Service catalog → project schedule — apply deposit % and balance from an accepted estimate; auto-generate deposit + balance invoices.
  • Appointments — full week-view calendar with conflict detection.
  • File attachments on projects, invoices, bills, and receipts; per-file "keep forever" pin.
  • Receipt portal flip — clients upload receipts; operators triage at /bookkeeping/inbox.
📊

CRM Pro Add-on $15/mo

Pipeline · Leads · Activities
  • Lead pipeline — Kanban + list view; stages, owner, value, close date.
  • Lead activities log — calls, emails, notes per lead.
  • Lead → project conversion — one-click; carries client data over.
  • Sales-connected estimates — create estimate from a lead; approval auto-converts to project.
  • Bulk lead import — CSV with field-mapped preview.
🎨

Client portal

E-sign · Pay · Branded
  • Token-authenticated portal — customers see invoices, download PDFs, upload receipts.
  • Self-serve estimate approval — per-line comments, change requests, type-name e-sign; auto-triggers project creation.
  • Pay-this-invoice (Stripe) — real Pay button; funds via Stripe Connect; one-time onboarding.
  • Branded portal — your logo, your colours; no Ledger247 branding on Premium Branding tier.
🔐

Admin & ops

Roles · Audit · Backups
  • Roles — admin / accountant / staff / viewer; accountant role = full books access, no user management.
  • 2FA / TOTP with recovery codes; per-tenant 2FA enforcement policy for admins.
  • Forgot-password self-service — single-use JWT, audience-isolated.
  • Audit log with 365-day retention; every mutation records actor + payload diff.
  • Backups + restore — per-tenant pg_dump, CSV exports.
  • CSV import — QBO / Wave / Xero column mappers; clients, products, COA, bank-feed.
  • Cmd-K global search across the app; Settings control panel hub.
  • Month-over-month dashboard deltas on every stat card.
⚙️

Platform

Per-tenant DB · PWA · Branded
  • Per-tenant database — every customer's data in their own Postgres schema; zero schema sharing.
  • Custom branding — logo on login, dashboard, invoice / estimate PDFs.
  • Multi-tenant SaaS — one deployment, each tenant on a subdomain (<slug>.ledger247.app).
  • Light + dark theme + PWA install on iOS / Android / desktop.
  • Pricing v3 — 5 tiers + 8 add-ons; 24 per-tenant feature toggles.
  • DB + storage quota enforcement — tier-bounded; soft + hard limits with email warnings.

5 tiers. One fixed price each. 14-day free trial.

No per-seat creep. No usage charges. No premium-feature tax. Free accountant seat on every plan.

Solo
$19/ mo
1 user
1 GB DB · 5 GB files
30-day retention
  • Books, invoicing, AP
  • Branded invoice PDFs
  • Tax rates + GST/HST
  • Free accountant seat
Start trial
Starter
$39/ mo
5 users
2 GB DB · 20 GB files
30-90d retention
  • Everything in Solo
  • Clients, projects, time
  • Branded client portal
  • Project profitability
  • Free accountant seat
Start trial
Business
$149/ mo
Unlimited users
10 GB DB · 100 GB files
30d-unlimited retention
  • Everything in Growth
  • Pay-this-invoice (Stripe)
  • Receipt portal flip
  • Audit log 365d retention
  • Free accountant seat
Start trial
Enterprise

Multi-location, white-label, custom retention.

Custom seat caps, custom DB + storage limits, custom retention windows, white-label deployment. Best for accounting firms, multi-entity operators, and franchise networks. We scope and price together.

Bolt on what you need. Drop them any month.

Add-ons can be added or removed monthly — no annual commitment.

CRM Pro $15/mo

Lead pipeline, activity log, bulk import, sales-connected estimates.

AI Dunning Pro $15/mo

Unlimited AI-drafted collection emails (free tier: 100/mo).

Premium Branding $25/mo

Remove Ledger247 footer from PDFs and portal; per-tenant PDF logo.

Multi-Currency $15/mo

Multi-currency ledger with FX rate support.

Live Bank Feeds $20/mo

Plaid-powered automatic transaction sync. CSV import always free.

Compliance Pack $30/mo

Extended audit retention, SOC 2 readiness reports.

Extra DB $10/5GB

Additional database storage blocks.

Extra Storage $5/50GB

Additional file attachment storage.

The features that consistently land in conversations.

Big architectural decisions that protect your data, plus the small details that signal "this is a real app."

01

Per-tenant database

Every customer's data in their own Postgres schema. "Your data is yours" isn't copy — you can download pg_dump, run it elsewhere, read the schema. No one else's rows are ever in your table.

02

Branded everything

Your logo on the login, dashboard, invoice PDFs, estimate PDFs, and the client portal. Competitors put their watermark on your client's documents. We don't (on Premium Branding).

03

AI dunning that sounds like you

Claude-drafted collection emails with a tone slider (gentle → firm). Not a canned template — a draft you review before it goes.

04

Estimate → e-sign → project, one flow

Customers approve and sign online; the project creates itself. No chasing PDFs, no manual conversion.

05

13-week cashflow forecast

Reads open invoices, bills, recurring templates, and Won pipeline to show cash-in / cash-out by week, with negative-balance flags.

06

Quarterly tax packet

1099-NEC contractor list, W-9 portal for TIN collection, Schedule C / CRA T2125 draft auto-mapped from your P&L. One click; everything the accountant needs.

07

Free accountant seat on every plan

The accountant role has full books access — bookkeeping, invoicing, bills, reports — without user-management. One less argument with your bookkeeper.

08

One fixed price

No per-seat surprise, no "this report is a premium feature," no ecosystem lock-in via integrations that cost $X/mo each.

Service businesses, 1–20 people. Single-currency.

We lead with a clear "not for you if…" list because bookkeepers and accountants are turned off by overclaim. Honesty converts.

Ideal fit

  • Service businesses, 1–20 employees
  • Consultants, agencies, trades, small contractors
  • Bookkeepers serving multiple small-business clients
  • Single-currency tenants (CAD, USD, EUR, GBP, AUD, etc.)
  • Businesses that want data ownership — download pg_dump any time
  • Quote then bill: estimate → e-sign → invoice in one flow
  • Contractor spend with 1099-NEC / W-9 (US) or T2125 (Canada) workflows

Not the fit

  • Multi-currency / FX-heavy businesses (single base currency per tenant; multi-currency add-on on roadmap)
  • Inventory / stock-tracking businesses
  • Public companies / IFRS-strict reporting
  • Mobile-field-first workflows that need true offline writes
  • Businesses that need SOC 2 today (Compliance Pack on roadmap; audit not yet complete)

All the common questions.

Yes — the CSV importer takes clients, products, chart of accounts, and bank-feed transactions. QuickBooks Online, Wave, and Xero column mappers are included; re-shape the export to the column guide and the import lands in a single preview transaction.

Yes. Every tenant gets their own Postgres database schema. Download a pg_dump of your data any time from the Backups page (admin-only). The schema is open SQL; if you stop paying us, you keep your data and the tools to read it.

No — but every plan starts with a 14-day free trial, no credit card required. We don't run a free tier because we don't want to monetise via ads, data, or upsell pressure.

Yes — every plan includes a free accountant seat. The accountant role has full books access (bookkeeping, invoicing, bills, reports) without user-management access.

Each tenant has one base currency (CAD, USD, EUR, GBP, AUD, etc.). Display formatting is currency-aware. Full multi-currency with FX conversions is available as an add-on for Growth and above.

Ledger247 uses Claude AI to draft collection emails for overdue invoices — tailored to the invoice context, the client relationship, and your chosen tone (gentle, neutral, or firm). You review and approve every draft before it sends. The first 100 emails per month are free; unlimited sends are available with the AI Dunning Pro add-on.

Send the customer a link. They open it on any device, review each line item, leave comments or request changes, and type their name to e-sign. When they approve, Ledger247 automatically converts the estimate to a project. No DocuSign, no PDFs back and forth.

Yes. The Quarterly Tax Packet (available on all paid plans) generates a 1099-NEC contractor list, a public W-9 / TIN collection portal you can send to contractors, and a Schedule C / CRA T2125 draft auto-mapped from your P&L. One click, everything your accountant needs at tax time.

CRM Pro adds a Kanban lead pipeline, activity log, bulk lead import, and sales-connected estimates to Ledger247. Leads share the same client records you already invoice — no sync, no double-entry of contacts. It's $15/mo added to any plan.

Ledger247 is a PWA (Progressive Web App) — install it on iOS, Android, or desktop from your browser. It works on mobile screens with a full responsive layout and safe-area support.

Today BiWize Solutions operates the deployment for you on managed infrastructure (Railway + Postgres 18). A self-host guide for Hetzner / DigitalOcean is on the roadmap.

Get started

Books, invoices, clients, AI dunning. One app. One price.

14-day free trial. No credit card. Branded for your business from day one.

Start your trial →