A few good questions
Let’s make
that clear.
The essentials, in plain words.
Do I need to connect my bank login?
No bank login is needed to start with PDF bank and card statements. DoLedger reads the lines and checks them against the statement’s own totals.
Can I switch from QuickBooks?
DoLedger brings in your chart of accounts, opening balances, Check Detail and Deposit Detail reports. Keep the source records together so you and your accountant can review the move.
What is the difference between Lite, Standard and Premium?
Lite does one job: Receipts, Payables or Processing. Standard is the full set of tools, done yourself. Premium adds DoLedger staff working in the books with your permission.
Can I upgrade from Lite without moving everything?
Yes. Lite is a starting point for one job. You can grow into full DoLedger books with nothing to move.
Do my customers and payees need a login?
Customer and payee portals use private links and do not require a login. Customers can see invoices and statements; payees can see amounts owed, payments and purchase orders, and upload a W-9.
Does DoLedger run my payroll?
DoLedger records what your existing payroll company runs. It is not described here as a replacement payroll service.
Does a difference in card deposits mean money is definitely missing?
No. Timing, fees, reserves, direct payments and other details may explain a difference. DoLedger helps investigate the records. A claim is not a guarantee of recovery.
Is this for personal books too?
Yes. DoLedger includes Personal books for households, alongside business books and tools for people with several companies.
What will it cost?
Pricing is coming soon. Final plans, service scope, add-on pricing and purchase terms will be confirmed before purchase.