The pain you know. The relief you need.
Every feature exists because a restaurant owner told us about a problem they couldn't solve. Here's what changes when you use Ledger.
POS Auto-Sync
You export a CSV from Square every week, paste it into a spreadsheet, and pray you didn't miss a day.
Sales data flows in automatically every day. You never touch a spreadsheet again.
How: One-click OAuth connects Square, Stripe, or Clover. Ledger syncs daily with transaction-level detail.
- One-click OAuth connection
- Daily automatic sync
- Transaction-level detail
- Multi-tender support (cash, card, mobile)
AI Invoice Extraction
You stack invoices on your desk for weeks, then spend a Saturday manually entering line items into a spreadsheet.
Photograph your Sysco invoice. Done. Every line item extracted in seconds.
How: AI reads any invoice photo or PDF — extracting vendors, line items, quantities, unit prices, and totals automatically.
- Photo or PDF upload
- AI extracts line items and amounts
- Automatic vendor detection
- Smart expense categorization
Payroll Processing
You run payroll and have no idea if labor is 30% of revenue (healthy) or 42% (bleeding). You find out in April when your accountant delivers the news.
Upload your payroll XLSX. In under 1 second, you see labor as a percentage of revenue, broken down by employee and role.
How: Deterministic CSV/XLSX parsing — no AI needed. Works with Square Payroll, Gusto, or any provider that exports spreadsheets.
- XLSX and CSV import
- Per-employee cost breakdown
- Labor percentage calculation
- Role-based P&L categorization
Weekly P&L Reports
You find out you lost money in Q1... in April. By then you've burned through another month of cash.
You know by Monday if last week was profitable. Problems get caught in days, not months.
How: Ledger auto-syncs your POS and calculates your P&L every week with period-over-period comparison so you spot trends instantly.
- Weekly, monthly, and quarterly views
- Period-over-period comparison
- Percentage-of-revenue breakdowns
- Export for your accountant
Line-Item COGS Tracking
Chicken went from $3.49/lb to $4.12/lb over 3 months. You didn't notice until your margins dropped 4 points.
Every ingredient tracked at the line-item level. Price increases get flagged the moment they show up on an invoice.
How: Ledger stores every purchase line item with vendor, quantity, and unit price — building a price history you can monitor over time.
- Line-item purchase tracking
- Vendor spend analysis
- Food cost percentage calculation
- Price trend monitoring
Bank Reconciliation
You have mystery deposits and charges in your bank account. Your P&L and your bank balance don't match, and you don't know why.
Every bank transaction matched to a sale, invoice, or expense. Your P&L reflects reality.
How: Connect your bank via Plaid. Ledger auto-matches transactions and flags anything unrecognized so nothing slips through.
- Secure Plaid connection
- Automatic transaction matching
- Unmatched transaction alerts
- Complete financial picture
AI Assistant (MCP)
You want to know your food cost percentage for last week but you'd need to dig through 3 spreadsheets and a calculator.
Ask: 'What was my food cost last week?' and get an instant answer from your financial data.
How: 17 MCP tools let you query your finances through natural language in Claude, ChatGPT, or any MCP-compatible assistant.
- Natural language queries
- 17 financial tools
- Works with Claude, ChatGPT, and more
- Programmatic API access
Margins that map themselves
You maintain a spreadsheet of recipe/product costs that's always out of date.
Every product's cost breakdown updates automatically from your actual invoices.
How: Ledger's intelligence graph connects POS items to invoice line items using AI pattern matching. When a supplier raises prices, your per-item margins update within hours.
- Automatic POS-to-invoice mapping
- Real-time margin updates
- Supplier price change alerts
- Works for any product or service
Guided P&L Completion
Your P&L is missing half the picture but you don't know which half. You think you're profitable but you forgot to include rent, insurance, and credit card fees.
A completion meter tells you exactly what data is connected and what's missing. No expenses fall through the cracks.
How: Progressive tiers guide you step by step — from basic revenue to a complete financial picture — with contextual prompts for what to add next.
- Step-by-step onboarding
- P&L completion meter
- Missing data alerts
- Contextual suggestions
From sign-up to seeing your first P&L
Average hidden costs users discover
Spent on manual data entry after setup
Ready to feel the relief?
Connect your POS in 90 seconds and see what you've been missing. 30-day free trial, no credit card required.
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