Getting Started with Ledger

Welcome to Ledger — cloud accounting designed for accountants and small businesses in Sri Lanka and beyond.

Creating your account

1. Go to app.ledgerpro.ai and click Sign up
2. Enter your email and choose a strong password (minimum 12 characters)
3. Verify your email address by clicking the link we send you
4. Complete the onboarding wizard to set up your first entity

Setting up your entity

An entity is the business or organisation you’re managing accounts for. During onboarding you’ll be asked to enter:

• Business name — the legal name of the entity
• Base currency — the primary currency for your accounts (e.g. LKR, USD)
• Financial year end — the date your financial year closes
• GST/VAT registration — whether the entity is tax-registered

Connecting your bank

1. Navigate to Banking in the left sidebar
2. Click Connect account
3. Enter your bank account details (account name, number, currency)
4. Ledger will import your transactions — you can then reconcile them

Sending your first invoice

1. Go to Invoices → New Invoice
2. Select or create a contact (your customer)
3. Add line items with descriptions, quantities, and unit prices
4. Set the invoice date and due date
5. Click Send to email the invoice directly from Ledger