Beta — Business Plan

Ledger

Know exactly what you made on every job. Estimates, project expenses, invoices, and payments all flow into one set of books — so you see the real numbers, not guesswork.

Ledger is currently in beta. We recommend using it alongside your existing accounting software while we refine accuracy and expand functionality.

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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

Get Paid Faster

Send professional invoices and track what's paid. Automated reminders so you don't have to chase money or wonder who owes what.

Bill by Milestones

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

Never Miss a Bill

Track what you owe to suppliers and subcontractors. Approve, schedule, and pay on time — never miss a due date or a discount window.

Know What You Collected

See exactly who owes what, what's been paid, and what's outstanding — at a glance. Apply payments, deposits, and credits without confusion.

Reconcile Without Spreadsheets

Match bank transactions to invoices and bills. Import statements and reconcile your accounts in minutes, not hours.

See the Real Numbers

Profit & Loss, Balance Sheet, Cash Flow — know where your money goes without calling your accountant or opening a spreadsheet.

See Profit Per Job

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

  • Project Expenses Flow In

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

  • Invoice from Milestones

    Progress bill as phases complete — tied to the project timeline

  • Estimate vs. Actual

    Compare what you quoted in BidRoom to what you spent on the 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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