Business Plan

Ledger

Know exactly what you made on every job. Send invoices, track payments, manage bills, and pull financial reports — without an accounting degree.

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Ledger
This Month
Revenue $42,800
Expenses $28,150
Net Profit $14,650
34% margin
Open Invoices $18,400
Bills Due $6,200

Your Books, Without the Headache

Built for contractors, not CPAs

Invoicing

Create and send professional invoices. Track what's paid, what's outstanding, and send reminders automatically.

Progress Billing

Invoice customers as work progresses. Bill by milestone, phase, or percentage complete — however your contracts are structured.

Bill Management

Track what you owe to suppliers and subcontractors. Approve, schedule, and pay bills on time. Never miss a due date.

Payment Tracking

Record customer payments, deposits, and credits. Apply payments to invoices and see exactly who owes what.

Bank Reconciliation

Match bank transactions to invoices and bills. Import bank statements and reconcile your accounts without a spreadsheet.

Financial Reports

Profit & Loss, Balance Sheet, Cash Flow, and account detail reports. Know where your money goes without asking your accountant.

See Profit Per Job

Most contractors know their revenue. Few know their actual profit per job. Helm connects project expenses directly to your books, so you always know the real number.

  • Project Expenses Flow In

    Materials, labor, subs — tracked per project and posted to your ledger

  • Invoice from Milestones

    Progress bill as phases complete — tied to the project timeline

  • Estimate vs. Actual

    Compare what you quoted to what you spent on every job

  • Chart of Accounts

    Standard double-entry bookkeeping your accountant will love

Johnson Kitchen Remodel
Contract Amount $24,800
Change Orders +$2,400
Adjusted Contract $27,200
Invoiced $18,400
Collected $12,500
Total Expenses ($14,200)
Materials $8,450
Labor $4,800
Permits $950
Projected Profit $13,000
Margin 47.8%

More Than Invoicing

The Ledger is a full accounting system built for how contractors actually work. Not a simplified invoice tool, not enterprise software — just the right amount.

Check Register

Print checks & track status

Vendor Credits

Track & apply credits

Customer Statements

Generate & send statements

Journal Entries

Manual adjustments

Data Import

Migrate from QuickBooks

Client Portal

Customers view invoices online

Financial Reports
Profit & Loss Revenue, expenses, and net income
Balance Sheet Assets, liabilities, and equity
Cash Flow Where your cash goes
Account Detail Transaction-level detail by account

Ready to Know Your Numbers?

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Track jobs from start to finish
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