The all-in-one financial OS
Professional control, made effortless.
Scan receipts, compare supplier prices, send branded quotes and invoices, and bring your team under one roof. No per-seat fees, no surprises.
Analytics
Spending trends, profit and material breakdowns.
Total spend
£18.4k
Total profit
£6.2k
Receipts
127
Properties
4
Spending & profit over time
Built for the trades that move fast
Features in one workspace
Plans to fit any team
Support topics covered
White-label on Gold
Everything you need to run the back office.
One workspace for receipts, invoices, suppliers and reports, with AI for the repetitive work.
AI Materials Engine & Supplier Price Comparisons
LedgerSwiftly watches every price you pay and flags the cheaper supplier. One switch can save hundreds on a single job. Your savings land in a report you can act on today.
100% Automated Bookkeeping
Snap a receipt and we do the rest. Vendor, amount, tax and category are pulled automatically, matched to the right client invoice, and filed in your supplier directory. No more evenings of data entry.
End-to-End Client Pipelines
Send a quote, your client accepts or declines it online, then we turn it into a branded invoice and chase the overdue ones for you. The whole billing loop runs without lifting a finger.
Flat-Rate Team Workspaces & White-Labeling
One subscription covers your whole team. Share calendars, tasks and directories, and put your own logo and colours on every report, quote and invoice. Your clients see your brand, not ours.
Manage your clients, not your paperwork.
Keep every client in one directory and email invoices and quotes straight to their inbox with a secure link. Clients view, download and accept quotes online, you're notified the moment they decide, and you always know who's paid and who's overdue.
Client LoginBuilt for the trade,
not the desk.
LedgerSwiftly was built to take the paperwork off the table for trades, contractors and businesses. We simplify the admin, cut out the repetitive tasks, and give you a clear picture of what each job is really making you.
Whether you run one van or a growing team, your receipts, invoices and reports live in one place that travels with you.
- AI-powered receipt scanning
- Smart Views for instant filtering
- Supplier price comparison
- Professional invoices & quotes
- Team workspaces and roles
Why LedgerSwiftly?
Speed
Log a receipt, send an invoice, and see your numbers in seconds. We built LedgerSwiftly to keep up with a busy day, not slow it down.
Accuracy
Duplicate detection and smart validation keep your records clean, so the numbers you hand to your accountant are right the first time.
Simplicity
A clean workspace that anyone on the team can pick up. No jargon, no spreadsheets, no accounting degree required.
Try the whole thing, as if you were on Gold.
Click around a real workspace loaded with dummy data and simulate every Gold feature, from reconciliation to the team calendar. No card, no account, no commitment.
You can simulate
- Adding receipts, expenses & properties
- Building invoices, quotes & reports
- Reconciling expenses against invoices
- The team calendar, tasks & smart views
Disabled in the demo
- Sending invoices or quotes to real clients
- Online quote acceptance emails
- AI-generated expenses
- Real payments or subscriptions
Inside the demo, each locked action is clearly marked, so you always know exactly what you can and can't do. It's the full Gold experience, just without anything leaving your screen.
Simple pricing. No surprises.
Start free, upgrade when you're ready. Cancel anytime.
No payment is taken on this site. Choose a plan, sign up in the app, and set up your subscription there.
Compare every feature
Scroll across to compare every feature →
| Feature | Free | Silver | Gold |
|---|---|---|---|
| Properties | 1 | 15 | Unlimited |
| Expenses / receipts | 50 | Unlimited | Unlimited |
| Team members | 0 | 5 | Unlimited |
| Company name on exports | |||
| Business logo upload | |||
| Logo on PDF reports | |||
| Letterhead banner on PDF invoices & quotes | |||
| Invoice & quote accent colour | |||
| PDF font, title position & section toggles | |||
| Default currency | |||
| General expense reports (CSV & PDF) | |||
| Receipt photo upload | |||
| AI receipt scanning | 100 scans/month | 250 scans/month | |
| Batch receipt upload | |||
| Analytics dashboard | |||
| Cash flow forecast (expected income from unpaid invoices) | |||
| Analytics filters (time range, property & client) | |||
| Invoice & quote analytics (invoiced vs quoted, payments & outcomes) | |||
| Tax-deductible expense breakdown & CSV export | |||
| Spending trend chart on dashboard | |||
| Profit cards on dashboard (monthly & yearly) | |||
| Cash flow card on dashboard (money in, money out & net flow) | |||
| Live invoice & quote counts on dashboard | |||
| Supplier directory quick link on dashboard | |||
| Custom categories | |||
| Custom payment methods | |||
| Custom tags | |||
| Duplicate receipt detection | |||
| Audit trail | |||
| Recover deleted items | |||
| White label PDF exports (no LedgerSwiftly branding) | |||
| Branded client emails (your logo & company name on quotes, invoices & reminders) | |||
| Price comparison & supplier savings | |||
| Client directory | |||
| Email all clients (BCC) | |||
| Client expense & profit totals | |||
| Client invoice, accepted quote, paid & overdue totals | |||
| Property & client invoice, quote & expense counts on cards | |||
| Supplier directory (manual add) | |||
| Auto-add suppliers from receipts | |||
| Create & send PDF invoices | |||
| Create & send PDF quotes | |||
| Online quote acceptance (client accepts/declines online) | |||
| Quote → invoice conversion | |||
| Monthly invoice & quote limit | Not included | 35 combined | Unlimited |
| Link expenses to invoices (track partial use & remaining balance) | |||
| Manual overdue invoice reminders | |||
| Online invoice payments via PayPal (card or PayPal account, no signup required) | |||
| Automatic payment notifications (client receipt email + workspace notification) | |||
| Automatic overdue invoice reminders (client emailed 1-7 days after due date) | |||
| Set starting invoice & quote number | |||
| Invoice & quote export report | |||
| Tax Summary report (by category & tax rate) | |||
| Profit & Loss statement | |||
| Expense reconciliation report (used, remaining & locked) | |||
| Dashboard layout themes (5 layouts) | |||
| Brand colours (customise app to your brand) | |||
| Apply branding to all workspace members | |||
| Workspace admin roles (delegate admin access) | |||
| Smart Views (saved custom filters) | |||
| Document attachments (CSV & PDF, up to 3 per record) | |||
| Bulk client upload (CSV import) | |||
| Bulk property upload (CSV import) | |||
| Team calendar & tasks | |||
| Single task & event assignment | |||
| Multi-user task & event assignment | |||
| Link records to tasks & events | |||
| Task comments | |||
| Calendar member filter | |||
| Task priority (Low to Urgent) | |||
| Budget vs actual tracking per property | |||
| Project profitability dashboard (revenue, costs & margin per property) | |||
| Custom report builder (columns, date range & groupings) | |||
| Expense reconciliation analytics | |||
| VAT/tax breakdown in reports | Gross only | Full | Full |
| Support tickets (open at once) | 1 | 3 | 5 |
| Priority support (faster response) |
Frequently Asked Questions
A few of the most common questions. The full list lives on our FAQ page.