The operating rail for close review, evidence, and cash visibility.
Coledger gives controllers, firms, and multi-entity operators one surface to route exceptions, verify source evidence, and move from receipts to reporting without losing operational context.
Live control layer
Review, approve, forecast
Exceptions cleared
118 this week
Evidence attached
97.4% coverage
Cash variance risk
2 entities flagged
Exception resolved before close
Coledger flagged the mismatch, surfaced the source document, and routed the item for approval.
Audit-ready compliance
Full change history and evidence trails for tax and audit defense.
Cash flow clarity
Forecasts combine AP/AR timing to prevent cash shortfalls.
Evidence coverage
97.4%
Receipts, overrides, and reviewer notes tied back to source context
Close cycle compression
67% faster
Teams move from exception review to reporting without handoff sprawl
Portfolio capacity
3x clients
Firms scale review coverage and advisory margin without adding headcount
For Operators
Replace scattered handoffs with one finance operations rail.
Coledger connects transactions, receipts, review, and reporting in one operating surface so finance work moves faster and stays defensible.
Capture more deductions
AI receipt OCR + categorization surfaces missed deductions with evidence trails.
Stay audit-ready
Continuous anomaly detection and change history to prevent tax-time surprises.
Cash-flow clarity
Forecasts combine AP/AR timing to flag shortfalls 30 days ahead.
Close faster
Automated workflows reduce manual work so you reclaim 20+ hours monthly.
For Firms
Serve more clients with higher margins.
Scale your practice with AI-powered automation that handles repetitive work while you focus on high-value advisory services. Deliver better outcomes with confidence and audit-ready compliance.
Serve more clients per team
Automations and AI categorization scale client capacity without extra headcount.
Evidence-built compliance
Immutable audit trails and reconciliations keep every client engagement compliant.
Compress monthly close
Anomaly detection and workflows cut close cycles across your portfolio.
Grow advisory margins
Deliver forecasting and insights as premium advisory services.
Ready to run finance work with more control?
Build one workspace for close review, evidence collection, and forecasting across every client or entity.
Experience AI Finance Immediately
Start your free trial and experience AI-powered document intelligence, smart categorization, and predictive analytics with your own data—or use our samples to see AI in action instantly.
No AI Restrictions
Full access to AI categorization, anomaly detection, and cash flow forecasting. Experience the complete AI capabilities without limitations.
Your Data, AI Insights
Upload your receipts and transactions to see how AI finds deductions, saves time, and provides actionable insights for your business.
Instant Value Demonstration
Sample datasets and interactive demos show immediate AI value. See exactly how much time and money you'll save before upgrading.
Try AI Features Right Now
Document Intelligence
Upload receipts and watch AI extract data instantly
Smart Categorization
AI categorizes transactions with machine learning
Anomaly Detection
AI flags unusual transactions and potential risks
Cash Flow AI
30-day cash flow predictions with confidence scores
AI in Your Pocket
Experience Coledger on mobile with camera capture, voice categorization, and real-time insights. Your AI-powered finance assistant travels with you.
Trial Highlights
- Full AI features unlocked
- Sample datasets for instant testing
- No credit card required
- Real business value demonstration
Calculate Your ROI
Model the return from a tighter finance operating loop.
Use the calculator to estimate review hours recovered, exception risk reduced, and capacity gained once evidence, approvals, and forecasting live in one place.
ROI Calculator
Average monthly transactions processed
Typical deductions claimed per month today
Hours your team spends on close activities
Your Estimated Annual Benefits
Additional Tax Deductions
$22,080
More deductions found via AI receipts
Time Savings Value
$48,240
26.8 hours/month saved
Total Annual Value
$70,320
$5,860 per month
Ready to capture this value?
* Calculations based on Coledger customer averages: 23% more deductions captured, 67% faster month-end close, 3x client capacity for accounting firms.
* Time value estimated at $150/hour for SMBs, $75/hour for firm staff costs.
Business Outcomes
Turn finance noise into clear action, trusted evidence, and forecastable outcomes.
- Compress close-time review without sacrificing controls
- Trace every exception back to source evidence instantly
- Give partners and controllers one place to operate together
8-minute receipt-to-ledger
Upload receipts and get AI-categorized transactions with evidence trails—less manual entry.
AI categorization with high accuracy
Continuous learning reduces corrections and keeps books clean year-round.
Audit-ready compliance built in
Each transaction keeps source evidence, change history, and reviewer trails for audit defense.
Source-linked expense tracking
Go from receipt to transaction to deduction without losing evidence.
Cash flow forecasts that prevent surprises
Combine AP/AR timing with trends to predict cash shortfalls 30 days ahead.
Faster month-end close
Automated reconciliation and workflows reduce close-time scramble.
Success Stories
Real results from businesses using Coledger.
See how SMBs and accounting firms are capturing more deductions, avoiding surprises, and scaling their operations with confidence.
Small Business Owner
Founder & CEO
Atlas Brewing Co.
Captured 23% more deductions in the first quarter. The AI found missed expenses I would have never caught, and my tax preparation was completely stress-free.
Accounting Firm Partner
Partner
LedgerWorks Advisory
We scaled from 15 to 45 clients with the same team. Automation handles the repetitive work so we can focus on high-margin advisory services that clients actually value.
CFO of Multi-Entity SMB
CFO
Northwind Holdings
Cash flow forecasts helped us avoid a $50K shortfall. Now we have 30-day advance notice and can make better working capital decisions across all entities.
Pricing
Transparent plans that scale with your practice.
Start capturing more deductions today. Upgrade when you need multi-client workflows, banking integrations, and advanced cash flow insights.
Starter
For startups and SMBs to capture more deductions and avoid tax surprises
- 1 company
- AI receipt categorization
- AI anomaly detection
- Basic reports (P&L, Balance Sheet)
- 500 transactions / month
- Tax deduction tracking
- Cash flow forecasting
- Receipt OCR with evidence trails
- Data export (CSV / PDF)
- Email support
Professional
Best for firms scaling to more clients with automation and audit-ready controls
- 5 companies
- Banking & accounting integrations
- Full reports + PDF / CSV export
- AI categorization + anomaly detection
- 10,000 transactions / month
- Receipt OCR with evidence trails
- Cash flow forecasting
- Priority support
Enterprise
For complex environments needing unlimited scale, SSO, and SLAs
- Unlimited companies
- Unlimited integrations & providers
- All platform features
- Unlimited transactions
- Dedicated customer success manager
- SSO + advanced security controls
- Custom onboarding & migration
- SLA guarantee
Compare plans
Put every operator, document, and control signal on the same rail.
Coledger is built for accounting firms, outsourced finance teams, and multi-entity operators who need faster decisions with cleaner operational context and fewer reconciliation dead zones.
Immediate value, no setup required
Start with the live demo workspace and see receipts, review queues, evidence rails, and forecast signals already wired together.