Scattered records
Business activity lives across different files. Bring the context behind each entry into the same working view.
Follow-up overdue
Financial operations, connected
Know what is due. Keep your books moving.
Bring business records, expected income and receipts into one working view. Give your team a clearer way to reconcile, follow up and close.
Book a demo- Connected business records
- Clear reconciliation
- Shared financial visibility
Every record, connectedEnquiry → Progress → Closure
Workspace / LedgersIllustrative view
A clearer financial picture.
FTRecordsOne working view
ReceiptsAmounts matched
ExceptionsNext steps assigned
Reconciliation queueNext actionStatus
Brokerage receiptMatched to policyMatched
Partner paymentReview differenceException
Business incomeReceipt recordedReceived
Nothing falls throughOne owner. A clear next step.
Built for the way
finance teams actually work.
Finance teams
Business owners
Branch teams
Operations teams
Reconciliation teams
Growing businesses
Small gaps in records become big gaps in visibility
Unclear balances
Expected and received amounts can drift apart. Keep open items visible so teams know what needs attention.
Pending verification
Slow closure
Unassigned differences wait until month-end. Give exceptions an owner and a documented resolution.
Difference to review
One operating platform.
Start module by module.
Organise business records
Track expected income
Record received amounts
Review reconciliation differences
Coordinate finance and operations
Keep a clear activity trail
From business activity to a clearer financial view
Record
Keep the source behind the number
Connect financial entries with the business activity they represent. Give finance and operations a common starting point.
- Organised records
- Business context
- Shared ownership
1Organised records2Business context3Shared ownership
Reconcile
Give every difference a next step
Review expected and received amounts together. Track exceptions and record how they were resolved.
- Expected versus received
- Exception review
- Resolution history
1Expected versus received2Exception review3Resolution history
Start with the workflow that needs attention.
Book a demoFAQs
How does Ledgers fit with Insurance and Loans?
Ledgers focuses on the financial records and reconciliation behind business activity. Discuss how it should connect to your Insurance or Loans workflow during the demo.
Can we use it for an existing business?
Yes. Start by reviewing your current records, reporting needs and opening data with the FiNTRACK team.
Will it replace our accounting software?
The implementation scope depends on your accounting and reporting requirements. We will review existing systems and the intended division of responsibilities before onboarding.