Ledger Features

LedgerX is more than just accounting software—it’s a complete business platform.

All the essential features you need are already available, while advanced capabilities add even more value to your everyday usage. With continuous improvements and regular updates, LedgerX ensures your business stays ahead with smarter, faster, and more reliable accounting.

Accounting & Core Operations

Ease of Use

Designed for fewer clicks, LedgerX makes accounting faster and effortless. Workflows are simplified so you save time every day.

One-Click Group & Ledger

Create Groups, Ledgers, and Vouchers instantly from one screen. No more switching menus.

Simple Voucher Posting

Post vouchers smoothly with a guided process. Even complex entries become error-free.

Clear PL & Balance Sheet

Profit & Loss and Balance Sheet are displayed in an easy-to-understand way. Get a clear financial picture instantly.

Item-wise Profit Analysis

See profit margins at item level. Focus on your most profitable products.

Closing Stock Valuation

Accurate closing stock anytime. Supports pricing, planning, and reporting.

Item-wise Stock Ledger

Track each item’s stock movement and closing balance. Gain better inventory control.

Multiple Reports

Access a wide range of reports instantly. Financial, compliance, and business insights at your fingertips.

Recurring Entries & Automation

Automate rent, salary, or subscription entries. Save time on repetitive work.

Compliance & Taxation

Separate GST & Non-GST Invoices

Create Tax Invoices and Bills of Supply separately. Stay compliant with ease.

TDS/TCS Reports

View receivable and payable TDS/TCS in seconds. Filing and reconciliation are simple.

Complete GST Reports

Generate GSTR-1, GSTR-3B, and other GST reports easily. Export or file with confidence.

For All Dealer Types

Works for Unregistered, Composition, and Regular GST dealers. Flexible for every business type.

Smart GST Auto-Accounting

Auto-calculates GST payable including Composition GST. Compliance is simpler.

E-Way Bill & E-Invoice

Generate E-Way Bills and E-Invoices directly. Stay compliant without switching portals.

Reports of E-Way Bills & E-Invoices

Instantly track which E-Way Bills and E-Invoices are created or pending. Never miss compliance.

GSTR-1, GSTR-3B, & CMP-08

Easily generate and manage GSTR-1, GSTR-3B, and CMP-08 with accuracy and speed.Stay compliant, reduce manual work, and file returns without last-minute stress.

Business Insights & Dashboards

Outstanding Reports with Ageing

Track receivables and payables with ageing analysis for smooth follow-ups.

BizView Dashboard

Visual overview of income and expenses with donut charts. A quick glance shows business performance.

AI-Powered Insights

Artificial Intelligence analyzes PL & BS for smarter business decisions. Spot trends and risks faster.

Customizable Reports & Filters

Filter, rearrange, or export reports the way you need. Get insights your way.

Custom Ageing Reports

Define your own ageing periods in outstanding reports. Match reports to your business cycle.

Automation & Efficiency

Easy Set-Off of Entries

Match receipts, credit notes, or journals with invoices easily. Always know what’s pending.

Auto Customer/Supplier Details

Fetches customer and supplier details automatically. Saves time and avoids mistakes.

Barcode Product Entry

Automatically fetch bank transactions. Reduces manual entry and saves time.

Bank Transaction Fetching

Read and enter products instantly using barcode scanner or barcode code input. Faster billing with fewer manual errors.

Online Payments & Receipts

Record payments and receipts instantly. Smooth and faster reconciliation.

Auto Posting of Invoices

Purchase and expense invoices are auto-posted. Eliminates repetitive work.

Export in Multiple Formats

Export reports or invoices to Excel, PDF, or CSV. Share and analyze with ease.

Attach Documents

Upload and attach supporting documents to vouchers or invoices. Keep all records together.

Seamless Data Import

Import your data from Zoho Books, Tally, Busy, Marg, and more—quickly and securely, with zero data loss.

User Access & Security

Google Account Login

Multi-User Access

Multiple users can work on one company with permissions. Secure collaboration made easy.

Role-Based Permissions

Assign roles like Admin, Accountant, or Viewer. Control access for security.

Year & Month Freezing

Freeze finalized accounts to prevent accidental changes. Ensures accuracy after closure.

Audit Trail & Logs

Every change is tracked for transparency. Strong compliance and accountability built-in.

Data Backup & Restore

Automatic backups secure your data. Restore easily in case of loss.

Flexibility & Customisation

Hassle-Free Year Transfer

Transfer groups, ledgers, and balances to the next year in one click. No manual errors.

Multiple Voucher Series

Create different voucher series for sales, items, or other categories. Stay organized.

Flexible Voucher Settings

Choose auto or manual numbering. Customize the way you work.

Powerful Search Everywhere

Search any field in ledgers and reports. Find exactly what you need quickly.

Custom Ageing Reports

Tailor your outstanding report periods to your business needs.

Connectivity & Sharing

Instant Invoice Sharing

Send invoices and vouchers via WhatsApp, Email, PDF, or Web Link. Professional and fast.

Integration with Marketplaces & CRMs

Connect with e-commerce platforms or CRMs (future-ready). Sync sales data without duplication.

Accessibility & Support

Mobile-Friendly Access

Access LedgerX anytime on your phone or tablet. Manage accounts on the move.

Multi-Currency Support

Create invoices and record entries in multiple currencies. Automatic conversion keeps books accurate.

Notifications & Alerts

Get alerts for due payments, low stock, or GST deadlines. Stay ahead without missing dates.

8 AM to 8 PM Support

Real support from 8 am to 8 pm. Help when you need it most.

Free for Small Users

Free for small businesses. Larger users pay only per entry—always budget-friendly.

Multi Company Use

Add any number of companies/businesses and work like a Professional.