Everything you need to run your books
From income tracking to invoicing, quotes to project management — Gee Ledger gives you a complete toolkit for managing multiple businesses.
Core Platform
Multi-business management
Create separate ledgers for each business, group them under organizations, and switch between them instantly. Set currency, upload logos, and configure tax IDs per business.
Multiple Businesses
Separate ledgers per business. Switch in one click.
Organizations
Group businesses, manage subscriptions centrally.
Business Profiles
Currency, logo, tax ID, address — all configurable.
Financial Tracking
Know exactly where your money goes
Record every transaction with dates, amounts, notes, references, and contacts. See income vs expenses at a glance on your dashboard.
Income & Expense
Record transactions with full details and contact references.
Dashboard
KPIs with period comparison, quick actions, receivables & payables.
Global Search
Ctrl+K command palette — search transactions, contacts, quotes, and more.
Advanced Reports
P&L, category breakdown, location performance, and trend analysis.
Documents & Products
Professional invoices, built in
Generate invoices and receipts with line items, tax rates, and discounts. Email them to clients, customize branding, and add payment instructions.
Invoices & Receipts
Generate, preview, print as PDF, or email directly.
Invoice Lifecycle
Track statuses: draft, sent, viewed, paid, overdue, cancelled.
Overdue Reminders
Auto-email clients when invoices pass their due date.
Credit Notes
Issue partial or full refunds linked to original invoices.
Line Items
Product and service items with quantities and prices.
Tax Rates & Discounts
Reusable tax rates and discounts applied per line item.
Product Catalog
Manage SKUs, default pricing, and descriptions.
Custom Branding
Logo, colors, footer text, and payment instructions on documents.
Payment Instructions
Rich text bank/e-wallet details displayed on every invoice.
Quotes & Estimates
Win the deal before the work begins
Create professional quotes, track their status, and convert accepted ones into invoices with a single click.
Create Quotes
Line items with auto-numbering and contact linking.
Status Tracking
Draft, sent, accepted, rejected, or expired.
Quote to Invoice
Convert accepted quotes to invoices instantly.
Print & Share
Print polished PDF quotes for clients.
Projects & Time Tracking
Track work, bill accurately
Break work into tasks, log time against them, and convert completed projects into invoices.
Task Management
Tasks with status tracking — todo, in progress, done.
Time Tracking
Log hours with start/stop times and notes.
Flexible Billing
Fixed-price or hourly. Compare estimates vs actuals.
Project to Invoice
Convert completed projects into invoices in one click.
Business Setup
Organize your books the right way
Configure accounts, categories, channels, and locations to match how you actually run your business.
Chart of Accounts
Assets, liabilities, equity, income, and expense accounts.
Categories
Classify income and expenses your way.
Tags
Label contacts, products, and transactions for filtering and batch operations.
Sales Channels
Track revenue by source — online, in-store, marketplace.
Locations
HQ, branches, warehouses — manage them all.
Collaboration & Pro Features
Work together, stay in control
Invite your team and assign granular roles. Pro plan unlocks team features, email delivery, recurring transactions, and more.
Team Roles
Owner, Manager, Cashier, Viewer — each with specific permissions.
Email Invoices
Send invoices and receipts directly to clients via email.
Recurring Transactions
Auto-generate repeating income and expenses on schedule.
File Attachments
Attach receipts, contracts, and files to transactions.
CSV Import & Export
Bulk import 8 data types or export your books anytime.
Contact Statements
Per-contact transaction history with running balances.
Activity Log
See who created, edited, or deleted records across your business.
Onboarding Wizard
Step-by-step checklist to get your business set up quickly.
In-App Support
Report bugs, share feedback, or ask questions — with file attachments.
Ready to get your books in order?
Start tracking in under a minute. No credit card required.
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