Question 1

What is LedgerOnei

Accepted Answer

LedgerOne is a financial control desk that keeps raw transactions immutable while you layer in categories, notes, and automation.

Question 2

Who is LedgerOne built fori

Accepted Answer

US finance, tax, and operations teams who need audit-ready exports and clear transaction history.

Question 3

How much does LedgerOne costi

Accepted Answer

Your first two connected accounts are free. Unlimited accounts are $9 per month.

Question 4

What counts as a connected accounti

Accepted Answer

Any linked bank, card, or processor that syncs transactions into your ledger.

Question 5

Can I start for free without a credit cardi

Accepted Answer

Yes. You can connect two accounts for free and upgrade later if you need more.

Question 6

Do edits overwrite original transactionsi

Accepted Answer

No. LedgerOne preserves the raw transaction and stores edits as layered decisions.

Question 7

Can I export my data anytimei

Accepted Answer

Yes. You can export unlimited CSV and JSON files with full metadata.

Question 8

Does LedgerOne support audit trailsi

Accepted Answer

Every change, rule execution, and export is captured in the audit log.

Question 9

How does the rules engine worki

Accepted Answer

Rules apply tags, categories, and actions on top of raw data without altering the originals.

Question 10

What is the sync frequencyi

Accepted Answer

Sync cadence depends on the connector. Unlimited accounts include priority sync intervals.

Question 11

Is my data securei

Accepted Answer

Data is stored securely with consistent audit trails and export visibility.

Question 12

Can multiple teammates access the ledgeri

Accepted Answer

LedgerOne is built for collaboration across finance, tax, and operations.

Question 13

What happens if I canceli

Accepted Answer

You retain access to your data and can export it anytime, but syncing stops.

Question 14

Do you support US tax workflowsi

Accepted Answer

Yes. LedgerOne is designed to support US tax and accounting workflows.

Question 15

Can I import historical transactionsi

Accepted Answer

Yes. Historical data can be imported and tracked alongside new activity.

Question 16

Do you offer onboarding helpi

Accepted Answer

Yes. Our team provides onboarding guidance and best practices.

Question 17

Is there a free trial for unlimited accountsi

Accepted Answer

We currently offer the first two accounts free. Contact us for trial options.

Question 18

Can I customize categories and tagsi

Accepted Answer

Yes. You can add categories, notes, and custom tags to every transaction.

Question 19

Does LedgerOne integrate with accounting softwarei

Accepted Answer

Exports are designed to plug into your accounting workflow. Integrations are planned.

Question 20

How do I book a demoi

Accepted Answer

Use the Book a Demo page to schedule time with our team.

How can we help?

Send us a message