Ledgerly
Bookkeeping SaaS

Ledgerly

Lightweight ledger for small businesses. Every entry persists to a live database, so books stay consistent across the whole team.

LaravelPostgreSQLReactReports

Category

Web App

Scope

SaaS bookkeeping platform

Role

Full-stack engineer

Timeline

Q2 2024 → ongoing

Overview

The story

Ledgerly was built as a lightweight bookkeeping platform for small businesses that had outgrown spreadsheets but didn't need a heavy ERP. It handles invoicing, expense tracking, categorisation, reconciliation and tax-ready monthly reports — all backed by a live database so books stay consistent across the team.

Problem

Small business owners juggled three spreadsheets, a notebook and WhatsApp screenshots to track income — month-end took two days and the numbers rarely matched.

Solution

A single ledger with categorised entries, live P&L, role-based access for the accountant, and tax-ready CSV exports. Every change is database-backed so the whole team sees the same truth.

Business value

Replaces fragile spreadsheets with a single source of truth for income, expenses and tax-ready monthly reports.

Outcome

Owners and accountants share one live ledger with categorised entries, reducing month-end reconciliation from days to minutes.

Highlights

  • Income and expense capture with categories
  • Live profit and loss totals
  • Tax-ready monthly summaries
  • Multi-user shared ledger
  • CSV / PDF export
  • Audit trail per entry

Tech stack

  • Laravel 11API & business logic
  • PostgreSQLTransactional store
  • React + TanStackDashboard UI
  • TailwindDesign system
  • Supabase AuthUser & role management

Reconciliation time

−92%

days → minutes

Active businesses

40+

across 3 sectors

Entries / month

12k

and growing

Uptime

99.9%

12-month rolling

How it was built

Process

  1. 1

    Discovery

    Sat with two owners through a full month-close to map every spreadsheet, formula and edge case.

  2. 2

    Schema first

    Designed normalised ledger tables before any UI — accounts, transactions, categories, fiscal periods.

  3. 3

    Build & test

    Laravel API + React dashboard shipped behind a feature flag, with a parallel-run period against the old sheets.

  4. 4

    Roll out

    Migrated historical data, trained users in 30 minutes, kept spreadsheets read-only for one quarter as a safety net.

"Closing the month used to ruin my Sundays. Now I export a clean report in two clicks and it just matches."

Joyce M. · Owner, Nairobi cleaning co-op

Live demo

Try it now

Real interface wired to a live database — changes you make persist for every visitor.

Income

KES 0

all-time

Expenses

KES 0

all-time

Net position

KES 0

Profitable

Cash flow (14 days)

healthy

Top categories

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