PrimerLedger in 12 slides.
For your partner, your bookkeeper or your team: what PrimerLedger does, in a few minutes. Use the arrow keys, swipe, or go full screen.
PrimerLedger in 12 slides
Download the deck (PDF, 2.0 MB)Easier than Excel. Clearer than a notebook.
Invoices, expenses, stock and reports for Philippine small businesses.
₱299 a month · 3 months free · no card needed
The books of a small business, after closing time.
- 1 Receipts in a box Supplier bills and receipts are somewhere. The one you need is not.
- 2 Invoices in a notebook Who paid, who paid half, who has not paid at all?
- 3 A spreadsheet that never adds up One wrong formula and the month is off. Nobody knows since when.
“Saan napunta ang pera?” Where did the money go?
PrimerLedger keeps four columns for you.
- Sell Invoices with your TIN, logo and signature. Every payment recorded.
- Spend Expenses by category, with the receipt kept on the record.
- See Dashboard and reports that add themselves up.
- Keep Roles, an activity log and a recycle bin. Nothing disappears.
Sell
An invoice in a minute. Every payment in its place.
Pick the customer, add the items, and download a PDF with your logo, TIN and signature.
- Partial payments: the balance is always right
- Overdue invoices are flagged for you
- Attach the PO or delivery receipt to the invoice
- Tag each sale by store or online channel
Spend
Every expense, with its receipt.
Record supplier bills line by line, by category and subcategory, and upload the receipt or bill with it.
- Photo or PDF of the receipt kept on the record
- A warning before you record the same bill twice
- Suppliers and what you still owe them
- No more lost invoices
See
Know where the money went.
Sales, expenses and profit for the month, compared with last month, without a single formula.
- Click any bar to see the invoices behind it
- Profit and loss, cash in against cash out
- Aging: who is late, and by how much
- Compare with last period or last year
Keep
Nothing disappears.
Invite your staff and your bookkeeper with the right role. Every change has a name and a time.
- Owner, Admin, Accountant and Viewer roles
- Activity log of every change
- Recycle bin: restore with one click
- Export everything, any time
From Excel
Your spreadsheet, minus the formulas.
If you can keep a sheet in Excel, you can use PrimerLedger. And your accountant still gets Excel.
- Totals that add themselves up
- One ledger of invoices and expenses
- Choose the columns, filter the month
- Export to Excel, CSV or PDF in one click
For accountants
Every client in one place.
Keep the books for several businesses with one login, and switch between them without signing out.
- Your own Accountant role in each company
- The same reports for every client
- Exports your client can read
- Each company has its own plan and trial
Why not just a spreadsheet?
| PrimerLedger | A spreadsheet | A notebook | |
|---|---|---|---|
| Invoice PDF with your TIN, logo and signature | Included | A template you build | Handwritten |
| Partial payments and balances | Automatic | By formula, if you build it | By hand |
| Overdue invoices | Flagged for you | You check | You check |
| Receipts kept with the expense | Uploaded to the record | A separate folder | A box |
| Warning before a double entry | Included | No | No |
| Profit and loss, aging | One click | If you build it | Ask your bookkeeper |
| Undo a delete, see who changed what | Recycle bin and activity log | Not reliably | No |
One plan. ₱299 a month.
- Every feature, 3 months free
- No card needed to start
- Each company has its own plan
- Pay by bank transfer or GCash
- Stop any time: your records stay readable and exportable
3 months free. Every feature.
No card needed. Then ₱299 a month.
Open your books tonight.
Three months free. By the end of the first week, you'll know exactly where your money went.