Invoices & payments
Create invoices and estimates. Keep deposits, balances, and customer follow-ups organized.
I’m Allie, your personal AI assistant.
Your books.Your business.Allie by your side.
Stay on top of invoices, expenses, inventory and the next step—with AI-assisted bookkeeping that keeps you involved.
14 days free on Professional, then $59/month if you stay. No credit card to start.
Bookkeeping. Payroll preparation. Tax drafts.
A helpful AI assistant, every step of the way.
YOURAI LEDGER
Your everyday business tasks.Allie by your side.
Tools to organize your finances, manage your records, and build your knowledge.
Purchasing & expenses
Keep purchase orders, supplier deposits, and expenses together.
Inventory & orders
Track stock, reserved items, receiving, and reorder alerts alongside your orders.
Bookkeeping with Allie
Scan receipts. Organize transactions. Review and approve Allie’s suggested reconciliation matches.
Payroll & tax preparation
Organize payroll records, prepare tax drafts, and estimate payroll taxes.
Payments and filings stay with your payroll provider.
Academy & safety
HR and safety lessons, meeting kits, and printable posters.
Eligible completion certificates for paid members.
Also included
- Reports
- Cash flow forecasts
- Organized records
Advanced owner controls require Gold or above.
YOURAI LEDGER ACADEMY
Build your skills.Grow your confidence.
Practical learning for your books, your business, and your team.
Explore the AcademyCertificates of Completion for eligible paid members.
YOURAI LEDGER RESOURCES
Practical tools.Ready to print.Ready to use.
Helpful resources for your office, your team, and your next safety meeting.
Preview resources and check access details.
More tools for your everyday work
Safety meeting kits
Guides and attendance sheets
Explore resourcesWorkbooks & checklists
Put each lesson into practice
Browse workbooksBusiness forms
Useful templates for daily tasks
View formsCalculators
Inventory, freight and margins
Explore calculatorsYourAI Ledger • Resources for better business
- Inventory & stock alerts
- Purchase orders & suppliers
- Income, expenses & receipt capture
- Estimates & recurring invoices
- Shipping & customer statements
- Reports & cash flow forecasts
- QuickBooks imports
- Allie’s Daily Focus & reminders
- 3 users
- 1 business
See the full Professional feature list
- Basic bookkeeping
- Income and expense tracking
- Basic reports
- Advanced reports
- Receipt capture
- Customer and vendor management
- Basic AI reminders
- Inventory tracking
- Stock alerts
- Purchase orders
- Shipping dashboard
- Estimates and quotes
- Customer statements
- QuickBooks import
- Allie’s Daily Focus
- AI cash flow forecasting
- Recurring invoices
Meet the help your business deserves.
Allie by your side—and an Expert Network when you need more support.
Explore the Expert Network