NewLedger
newledger
Accounting

All-in-One Client Management Platform: Boost Efficiency

Centralize client data, billing preferences, and transaction history in a single workspace. Automate client onboarding, track project milestones, and manage multi-currency invoicing while maintaining GDPR-compliant records. Strengthen relationships with real-time insights and customizable workflows, saving you hours weekly.

InvoicingOnline PaymentsQuotes & EstimatesCredit NotesExpensesProjectsChart of AccountsBookkeepingClientsReports & AnalyticsEmail SetupTeam PermissionsMore Features...
Unified Client Dashboard: Track & Manage All Relationships Effortlessly

Access a searchable client directory with advanced filters (status, location, spend tier). Bulk-edit profiles, sync with CRM tools, and monitor client health scores. Export/import CSV data or integrate with Salesforce/Zapier for unified operations and a 360-degree client view.

360° Client Insights: Profiles, Finances & Activity History at a Glance

Instantly view key metrics: YTD spend, overdue invoices, project history, and communication logs. Track client-specific KPIs, document sharing activity, and preferred payment methods. Set custom alerts for contract renewals or budget thresholds to stay proactive.

Real-Time Transaction Monitoring & Financial Analytics: Never Miss a Detail

Track payments, invoices, and credits with drill-down filters (date, amount, currency). Auto-match transactions to projects, flag discrepancies, and generate client-specific financial summaries. Mobile-friendly view for on-the-go updates, ensuring you're always informed.

Flexible Client Profiling: Custom Fields, Tags & Segmentation for Targeted Marketing

Build tailored profiles with custom attributes: industry verticals, client tiering, project tags, or SLA terms. Create dynamic client segments (e.g., 'High-Value EMEA Clients') for targeted communication and reporting, maximizing your outreach.

Multi-Currency Client Billing with Auto FX Conversion: Global Ready

Invoice clients in 140+ currencies with auto-updated exchange rates. Set client-specific currency preferences, track FX gains/losses, and comply with international tax regulations. Reconcile multi-currency accounts in real time, simplifying global transactions.

Bulk Client Data Import/Export with AI-Powered Mapping: Seamless Migration

Migrate client data from spreadsheets or legacy systems using smart field matching. Cleanse duplicates, validate addresses/VAT IDs, and auto-assign client categories during import. Schedule CSV syncing for recurring updates, ensuring your data is always accurate.

Join NewLedger today and experience effortless financial management and much more, designed for the Singapore market.

Start Your 14-Day Free Trial
We use cookies and similar technologies to enhance your browsing experience and personalise content. You can manage your preferences by clicking the button below.