Working together
Your books.
The right people.
Give owners, bookkeepers, accountants, family and receipt submitters the access they need. Keep the work and the questions in one place.
In the details
What’s included.
- People and permissions for each role
- To Do, Calendar, Day view and personal reminders
- The Weekly Three and suggested to-dos
- Dom explains issues and suggests a next step in plain words
- Premium staff access with your permission, with activity logged
- Optional projects and AI employees modules
Start with your statements.
OctoberOperating-October.pdf128 transactions · bank totals checked
CheckedBusiness-card-October.pdf42 transactions · statement totals checked
Checked✓No bank login needed. Bring in your PDF bank and card statements.
Illustrative product view · Example data, not client records.
Good to know
Your permission comes first.
Premium adds DoLedger staff help inside your books with your permission. Support access is logged. The people-and-permissions tools keep roles distinct.
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