Accounting department checklists
Every close task, every company, accounted for.
Ledger Buddy gives your accounting department a shared, auditable checklist for each module and each period — with owners, notes, procedures and reminders built in.
Eight module checklists
Ready-made daily, weekly, monthly and annual task lists for every accounting function, including federal and state payroll remittance checks.
Built for many companies
One organization, unlimited companies. Switch in a keystroke or roll every company up into a single view.
Procedures beside the work
Attach your policies to any task and read them in a fly-out panel without leaving the checklist.
Nothing slips
Daily reminder emails list exactly what each person still owes, per company and per period.
Roles that make sense
Superadmin across organizations, an admin per organization, managers per company, and members who see only their work.
Share what works
Publish a template to the shared library and let other organizations copy it, with credit to you.