InEx Ledger
FOR SOLO OPERATORS IN THE U.S. AND CANADA

Keep clean books.Fix the uncertain stuff.Hand off a stronger package.

InEx Ledger gives solo operators a focused bookkeeping system for imports, receipts, invoices, review, and CPA hand-off without the drag of a bloated accounting suite.

  • Import transactions and see exactly what still needs cleanup
  • Attach receipts, mileage logs, notes, and support files where they belong
  • Send invoices and keep replies tied to the record
  • Review only the items that actually need judgment
  • Export PDF and CSV workpapers built for CPA hand-off
No charge today. Set up your business first. Choose Basic or secure Pro billing after setup.
Guided product tour

From messy records to a cleaner handoff.

InEx Ledger
EM

Transactions

Track the money and see what needs cleanup.

Schedule C and T2125-friendly categories

Needs category12Still uncategorized
Missing receipts9Proof still needed
Warnings6Need review
Ready48Mapped and clean
Search transactions...
DateDescriptionCategoryAccountAmountStatus
May 16, 2026Client paymentSales RevenueOperating Account$1,250.00Ready
May 16, 2026Shell fuelVehicleBusiness Card-$65.00ML
May 17, 2026Phone servicePhone & InternetOperating Account-$89.42AL
May 18, 2026Imported chargeImported ExpenseCash Account-$42.18NC
InEx Ledger
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Expense review checklist

One transaction. Every row shows what is set and what is still missing.

Vehicle expense · May 18, 2026 · -$89.42

CategoryVehicle & TransportationAssigned
Tax lineNot mappedBlocks export
ReceiptMissingNo file yet
Mileage supportMissing logBlocks vehicle claim
InEx Ledger
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Receipts & Support

Attach the proof behind the number.

Receipts, notes, mileage logs, and worksheets stay with the transaction.

Latest attachmentAccepted
Fuel receipt May 18, 2026 $89.42 captured
Support files Mileage log

Vehicle trip log attached

Review note

Client visit to supplier. Business purpose confirmed. Keep with vehicle support.

InEx Ledger
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Invoices

Send invoices without leaving your books.

Invoice activity stays tied to the record.

InvoiceINV-2048

Consulting retainer - sent to client

StatusAwaiting reply

Client opened the invoice email

ReminderFollow up in 3 days

Ready from the same record

InEx Ledger
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Messages

Client replies come back into your account.

The conversation stays with the invoice history.

Client reply

Can you resend this with the updated address before payment?

Linked invoice

INV-2048 - Consulting retainer - still unpaid

Next step

Update invoice and resend without leaving the thread.

InEx Ledger
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Exports

Generate review-ready workpapers.

Schedule C or T2125/T4A review package

Export readiness 3 blockers - 5 warnings

Category cleanup, missing receipts, and mileage support still open.

Package

Income: $48,220.14

Expenses: $18,094.32

Net: $30,125.82

Review-ready Download PDF
Prepared PDF export Schedule C review packet
Blockers3
Warnings5
Excluded12
Export IDPDF-2048
InEx Ledger
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Redacted export history

Full export when needed. Redacted history by default.

See package status without leaving sensitive identifiers behind.

Stored recordRedacted export

Hash kept. Sensitive ID withheld from history.

Snapshot statusStale

Receipts changed after the export.

Diagnostics2 changes found

Transaction edits and new support files since export.

InEx Ledger
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Installment reminders

See installment deadlines before they become urgent.

Installment reminder for your region

Instalment 2 payment is due June 15. Draft estimate: CA$238.33. Pay via CRA.

Countdown, authority, and draft estimate appear before the deadline sneaks up.

Review-ready records

See what is missing before export.

Receipts + support trail

Attach proof, notes, mileage logs, and worksheets.

Schedule C + T2125/T4A

Built for U.S. and Canadian solo-business records.

Redacted export history

Keep sensitive export history safer by default.

Why tax time gets messy

Your records are not usually in one place.

Transactions live in one list. Receipts sit in photos or folders. Mileage stays in notes. Invoice replies get buried in email. Then tax time shows up and you are left guessing what is missing.

Missing receipts

Expenses are there, but the proof is not.

Unclear categories

Imported rows still need real business labels.

Scattered invoice communication

Replies live outside the bookkeeping record.

Mileage and support gaps

Vehicle and allocation details get cleaned up too late.

Sensitive export files

Stored history should not casually keep everything.

Last-minute cleanup

The hard review work gets pushed to the end.

How it works

The serious bookkeeping workflow for solo operators.

InEx Ledger is built to keep transactions, receipts, invoice records, review flags, and exports in one focused system so the books stay cleaner all year, not just at filing time.

Track the money

Income, expenses, accounts, recurring items, CSV imports, and cleanup status in one ledger.

Attach the proof

Receipts, support files, mileage logs, allocation worksheets, and review notes stay with the transaction.

Clean the categories

Use region-aware categories mapped for Schedule C or T2125/T4A review work.

Send and track invoices

Send invoices from InEx Ledger and keep client replies inside your account.

Know what needs attention

Warning flags explain missing categories, receipts, tax mapping, mileage support, and handoff review items.

Export the package

Generate PDF and CSV workpapers with blockers, excluded items, receipt coverage, and support checklists.

Expense review checklist
One warning can reveal the next few fixes.

Each blocker is grouped clearly, so you can resolve the export issues without decoding a crowded table.

Category Vehicle & Transportation
Assigned and ready for export.
Tax line Not mapped
Needs review before export.
Receipt/support Missing
No file attached yet.
Mileage support Missing mileage log or actual-expense support
Still blocks the vehicle support claim.
Cleanup without guessing

Know exactly what is blocking your export.

Before you export, InEx Ledger surfaces what still needs attention: missing categories, missing receipts, tax-line mapping, mileage support, business purpose, allocation, home-office support, capital-asset review, possible duplicates, and handoff review items.

Receipts & Support

Keep the proof with the transaction.

Attach receipts, mileage logs, allocation worksheets, home-office support, capital-asset support, tax-profile support, and review notes so the story behind the transaction stays connected.

Receipt uploads

Keep photo and file proof tied to the right expense.

File support

Attach supporting files that are not just receipts.

Review notes

Record business-purpose and cleanup notes where they belong.

Mileage logs

Track mileage support for vehicle-related records.

Allocation worksheets

Keep business-use calculations with the expense.

Home-office support

Store square-foot and support records for later review.

Capital-asset support

Separate asset support from ordinary expense proof.

Tax-profile support

Keep setup and filing-related support closer to the export trail.

Exports built for review

Give your tax preparer a package, not a pile.

Export organized PDF and CSV workpapers with transaction totals, category summaries, tax-line mapping, receipt coverage, unresolved exceptions, excluded items, and final review notes.

Schedule C exports

For U.S. solo businesses that need a cleaner handoff.

T2125/T4A workflows

For Canadian sole proprietors and self-employed records.

CPA hand-off checklist

Show what is ready, missing, and still needs judgment before handoff.

Excluded items schedule

Separate transfers, owner draws, tax payments, refunds, reversals, and other non-P&L items.

Sensitive by design

Full exports when needed. Redacted history by default.

Some exports need sensitive tax details. That does not mean your stored export history should keep full private identifiers forever. InEx Ledger is built to generate the full package when needed while keeping stored export history redacted by default.

Ephemeral tax ID handling

Sensitive tax identifiers are used only through the secure export flow.

Redacted export history

Stored export records keep status and history without preserving full sensitive details.

Content hash verification

Track that an export was generated without exposing everything inside it.

Stale export awareness

Know when transactions, receipts, support files, or categories changed after an export.

Invoice communication that stays with the record

Send invoices. Keep replies with your books.

Send invoices from InEx Ledger. When a client replies, the message lands back inside your account and stays connected to the invoice record instead of getting lost in email.

Invoice created

Build and send the invoice from the same product you use for your books.

Invoice emailed

Track when it was sent and what still needs a reply.

Client reply received

Client questions come back into your account instead of disappearing into email.

Conversation tied to the record

If payment or a dispute needs review later, the thread is still there.

Fewer tax surprises

See installment deadlines before they sneak up.

When an installment payment is coming up, InEx Ledger surfaces the due date, countdown, draft estimate when available, and a link to pay through the relevant tax authority before it turns into last-minute cleanup.

Instalment 2 payment is due June 15 - in 21 days. Draft estimate: CA$238.33. Pay via CRA.

Due date, countdown, draft estimate, and pay link stay visible before it turns into a last-minute problem.

US + Canada

Built for solo-business records on both sides of the border.

Canada should not feel hidden, and the U.S. setup should not be generic. The wording, reminders, distance tracking, and export context adjust to the business setup.

United States

Schedule C workflows, 1099 and self-employed recordkeeping language, mileage, receipts, installment reminders, PDF and CSV exports, and review cleanup before handoff.

Canada

T2125 and T4A workflows, kilometres, GST/HST support, receipts, CRA installment reminders, PDF and CSV exports, and review cleanup before handoff.

English French Spanish Multiple businesses
Pick the right tool

When InEx Ledger makes sense.

Use InEx Ledger if...

You are a solo operator, freelancer, contractor, consultant, creator, or small service business that wants clean records, support files, warning flags, invoice replies, and review-ready exports.

Use a full accounting suite if...

You need payroll, inventory, complex accounting workflows, larger teams, deeper permissions, or heavier integrations.

Use a spreadsheet if...

You only have a few transactions and do not need receipts, mileage, invoice replies, tax mapping, workpaper exports, or review readiness.

Pricing

Start free. Upgrade when you want the full bookkeeping workflow.

No charge today. Confirm billing after setup.

Pro

Pro - $12/ month

$12/ month Billed monthly at $12.

For solo operators who want one serious workflow for transactions, receipts, invoices, review, and CPA hand-off exports.

  • Unlimited transactions
  • Receipts and support files
  • Mileage and kilometre tracking
  • Vehicle expense support
  • Recurring transactions
  • CSV imports
  • Invoice sending
  • Client replies inside InEx Ledger
  • Review flags and cleanup checklist
  • Schedule C or T2125/T4A exports
  • PDF and CSV workpapers
  • Estimated tax installment reminders
  • Redacted export history
  • Additional businesses
  • English, French, and Spanish
Create free account

No charge today. Confirm billing after setup.

Basic - free

For light recordkeeping and getting started. Keep the essentials simple before you need the full review workflow.

Pro

For solo operators who want the full bookkeeping workflow: import, receipts, invoices, review, and export in one place.

Coming next Later

We are exploring a few deeper workflow ideas, but today the product stays focused on bookkeeping, invoices, receipts, review, and exports.

FAQ

Clear answers before you start.

Ready when you are

Serious books. Less drag. Cleaner handoff.

Bring in the transactions, attach the proof, fix the uncertain items, and export a stronger package before tax time turns into a rebuild project.

No charge today. Billing is confirmed after setup.