Welcome to Ledgér®, your trusted partner in streamlining finance, accounting, and bookkeeping for small and medium-sized businesses. Whether you're self-employed, heading a creative agency, managing a e-commerce store, or running a local shop, Ledgér is built to help you gain clarity, save time, and grow confidently. This guide walks you through getting set up on Ledgér.com/Start®, helping you hit the ground running with smart financial management.

✅ Step 1: Sign Up & Create Your Profile

Start by heading to Ledgér.com/Start® and clicking on “Get Started”. You’ll be prompted to enter your name, business name, email, and a password.

  1. Choose a strong password—eight characters or more, with uppercase, lowercase, numbers, and symbols.
  2. Agree to the terms of service and privacy policy, then click Create Account.
  3. We'll send a verification link to your email—click it to verify your account.

Once verified, your onboarding wizard will guide you through a few essential configuration steps.

🏢 Step 2: Set Up Your Business

Now it’s time to define your business essentials:

  • Business entity: Sole proprietorship, LLC, partnership, or corporation.
  • Industry: Accounting, marketing, retail, consulting, etc.
  • Base currency: Select the currency you primarily operate in (e.g., USD, EUR, GBP).
  • Financial year-end: That’s your fiscal year boundary.

This info helps Ledgér tailor your dashboard, reporting, and tax insights.

🔗 Step 3: Connect Your Bank & Apps

Securely syncing your bank accounts, credit cards, and payment platforms helps you automate transaction tracking.

Bank & Credit Cards

  • Click Connections → Add bank account.
  • Choose your bank from the list, then log in with your credentials—Ledgér uses encryption, just like major banks.
  • Within a few minutes, recent transactions will appear on your dashboard.

You can reconnect or refresh at any time to pull in the latest data.

Payment Gateways & Other Tools

Connect platforms like PayPal, Stripe, Square, Shopify, or WooCommerce to automatically import invoices, sales data, and fees.

  1. Navigate to Connections → Add integration.
  2. Select your platform and follow the secure OAuth process.
  3. Once connected, Ledgér will continuously sync transaction data, streamlining your bookkeeping.

📚 Step 4: Chart of Accounts & Categories

Ledgér includes a default chart of accounts ready for most businesses. But you can tailor it as needed:

  • Go to Accounts & categories.
  • Review the default structure—Assets, Liabilities, Equity, Income, and Expenses.
  • Add or remove categories (e.g., “Marketing” or “Shipping”) to suit your business.

Assign each imported transaction to a category for accurate, insightful reporting.

🧾 Step 5: Add Products, Services & Employees

To complete your operations, configure your work items:

Products & Services

  • Open Products & services.
  • Add items you sell or services you provide, setting standard prices for consistent invoicing.

Employees & Contractors

  • Under Team, add your team members or contractors.
  • Include pay rates, tax details, and payment operators.

This setup enables smooth payroll and contractor payouts directly through Ledgér.

💬 Step 6: Create & Customize Invoices

Getting paid timely is essential—Ledgér’s invoicing system ensures you do just that.

  1. Go to Sales → Invoices and click New invoice.
  2. Choose a client—create one on the spot if needed.
  3. Add line items (products/services), quantities, and prices.
  4. Customize the invoice appearance with your logo and color theme.

Send invoices via email straight from the platform. Clients can pay online with integrated payment options like Stripe or PayPal, reducing friction and tracking payment status in real time.

🔁 Step 7: Automate Recurring Transactions

Save time with recurring invoices, bills, and transaction rules:

  • Head to Automation → Recurring to set up weekly, monthly, or annual invoices and bills.
  • Use Rules to auto-categorize similar transactions from your bank or card.

These features let you automate routine tasks, freeing your attention for what really matters—growing your business.

📊 Step 8: Generate Reports

Access powerful reports instantly for financial clarity and decision-making:

  • Profit & Loss: Track income vs. expenses over chosen periods.
  • Balance Sheet: Review assets, liabilities, and equity snapshots.
  • Cash Flow Statement: Monitor money moving in and out.

Customize date ranges and export PDFs or Excel files for investors, accountants, or tax filing.

🧩 Step 9: Invite Your Team or Accountant

Collaboration is easy with shared access:

  • Go to Settings → Team.
  • Invite users with read-only or editing access.
  • Include your accountant or part-time bookkeeper; they can view data, run reports, and prepare financial statements.

External professionals can export data or integrate via API for deeper analysis.

🔒 Step 10: Security & Data Management

We take your data seriously. Ledgér offers:

  • Bank-level encryption and two-factor authentication (2FA)
  • Secure backups and scheduled exports
  • Permission levels—control who sees or edits what

Visit Settings → Security to enable 2FA and manage access privileges.

🚀 Step 11: Connect Apps & Tools

Ledgér supports integrations across a variety of apps to support your workflows:

  • E-commerce: Shopify, WooCommerce, Amazon
  • Payment: Stripe, PayPal, Square
  • Payroll: Gusto, QuickBooks
  • Apps: Zapier, Slack automation, Google Sheets

Go to Integrations and connect tools you’re already using to streamline everything under one roof.

📝 Step 12: Explore Tutorials & Support

You’re not alone! Here’s where to find help:

  • Help Center: Step-by-step articles and guides.
  • Webinars: Weekly live sessions for onboarding, tax prep, and more.
  • Community Forum: Ask questions, share experiences, learn from peers.
  • Support Chat: Reach out directly via chat or email.

Visit Help → Resources to get started.

🎉 Summary & Next Steps

In just 12 steps, you’ve:

StepTask1Created your account2Defined your business profile3Connected banking & software4Customized your chart of accounts5Set up products and team6Started invoicing7Automated recurring workflows8Ran core financial reports9Invited your team or accountant10Secured your system11Connected other essential apps12Accessed support resources


⏱️ What to Do Next

  1. Send your first invoice.
  2. Reconcile your first bank statement.
  3. Compare a full month’s profit & loss report.
  4. Automate a recurring bill or invoice.