Invoice Otter

Bookkeeping

See income and expense activity in one bookkeeping view.

The bookkeeping workspace combines payments and expenses into a searchable ledger with practical filters and category management.

  • View expense and payment activity together in one ledger.
  • Filter by keyword and date range for focused reporting.
  • Create, rename, and maintain expense categories.
  • Export or review records before reconciling totals.

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Bookkeeping ledger screenshot area