Welcome to Neo-Ledger #

Neo-Ledger is a modern, web-based accounting application designed for businesses of all sizes. Built on a proven double-entry bookkeeping foundation, it provides comprehensive tools for managing your finances — from invoicing and accounts receivable to general ledger and financial reporting.

What you’ll find here #

This documentation is organized into the following areas:

• Feature Overview — A complete tour of what Neo-Ledger can do, with every feature summarised in a line or two.

• Getting Started — An introduction to the system, your dashboard, and the core concepts you need to know.

• Setting Up a Dataset — Step-by-step guidance on configuring a fresh dataset: connecting cloud storage, managing users and roles, and setting all your accounting defaults.

• Accounts Receivable — Detailed guides for invoicing and managing money owed to your company.

• Accounts Payable — Vendor records and vendor transactions, including the bank details Neo-Ledger uses to pay them.

• Cockpit — The automated document-to-payment loop: Inbox, Approvals, CAMT Import, Bank Matching, and Payments.

Quick navigation #