finance-backoffice · agent
Billtray
15 h/mo saved
connected$3,900One-time
Included in Growth · $990/mo
finance-backoffice · tool
Ledgerline
Customer invoices that leave the building the same day the work is done
new
12 h/mo
Saved
25 min
Setup
7
Systems touched
8
Credits per run
Included in Starter · $290/mo
No separate purchase
- Deployment
- hosted
- Setup
- 25 min
- Hours saved / month
- 12
- Included from
- Starter
- Credits per run
- 8
03 — Proof
What is measured, and what is not.
The hours and the setup time are catalog math at a stated volume. Production telemetry is not published yet, and nothing here pretends otherwise.
Catalog math
60 invoices/month × 12 min to draft, attach the PO/work ticket, PDF, and email
Run telemetry
04 — What it does / 4 outputs
Draft, number, attach, and send customer invoices, then post them to the books.
- Customer-facing PDF invoice
- sent email
- posted AR invoice in QuickBooks or Xero
05 — One run
What one run takes in, and what it puts back.
No sandbox on this page yet. This is the real input and output contract from the record, not a demo recording.
In
- Closed-won deal or order
- customer record
- line items
- PO number
- tax code already on the customer
- send-from mailbox
Out
- Customer-facing PDF invoice
- sent email
- posted AR invoice in QuickBooks or Xero
- send log
06 — How it works / 25 min setup
Three steps, then it is furniture.
01
Connect QuickBooks Online and Xero
Scoped authorisation, revocable from your IdP or the dashboard.
02
Point it at the work
Closed-won deal or order, customer record.
03
It runs
Customer-facing PDF invoice — on a trigger or a schedule, 25 minutes after you start.
07 — Features / 7 listed
What is actually in the box.
- Customer defaults from the last posted invoice (terms, tax code, bill-to, CC list)
- Line items from Stripe, a CSV, or a HubSpot/Salesforce closed-won deal
- Sequential numbering that does not collide with numbers already in QuickBooks or Xero
- PDF + email send from your domain, with a send log (who, when, bounce)
- Posts the invoice to QuickBooks Online or Xero; does not keep a second AR subledger
- Remembers per-customer attachment rules (PO required, timesheet required)
- Void/credit-note path that writes the credit back to the same books
08 — Data
Does it fit your stack and your data?
| Input | Output |
|---|---|
| Closed-won deal or order | Customer-facing PDF invoice |
| customer record | sent email |
| line items | posted AR invoice in QuickBooks or Xero |
| PO number | send log |
| tax code already on the customer | |
| send-from mailbox |
09 — Integrations / 7 systems
It touches these, and nothing else.
10 — The money
Your hours, your hourly cost.
Two numbers: the hours this product removes at the catalog's stated volume, and the cost of an hour, which only you know.
12
You type this one. We do not know what an hour costs you.
Recovered per month
$600
12 h × $50 an hour, before the credits a run spends.
Where the hours come from: 60 invoices/month × 12 min to draft, attach the PO/work ticket, PDF, and email.
11 — Pricing
This one comes with the plan.
Included
Included in Starter · $290/mo
- No separate purchase. Runs spend credits from the plan’s monthly grant.
Per run
8 credits
$0.16 a run at the Starter rate of $0.0200 per credit, less on every tier above it.
Credit class: light
Every run carries a published hard ceiling. A run that hits it stops and re-quotes instead of billing on.
12 — Packs / 2 packs
What else is in the pack.
Part of the Jobdraw pack
The pay-application packet, assembled from the job, before the PM certifies a single percent
- Sheetfold
The schedule of values is rolled forward from last month's workbook and has to foot, and Sheetfold consolidates source workbooks into one mapped table with a control total and a footing exception.
- Billtray
Line-level backup is AP invoices coded to a cost code, and Billtray from the finance shelf is the product that pulls vendor bills out of the mailbox and codes them against the job's history.
- Vendorgate
"Missing waiver blocks that line from ready" is Vendorgate's exact behaviour for a subcontractor packet — chase the COI and the compliance file, flag the expiry, and hold the record until it is green.
- Fieldpull
Sub invoices, stored-material lists and waiver PDFs arrive as documents, and Fieldpull extracts their mapped fields into the draw lines so the PM is reading numbers rather than re-keying them.
- Sheetfold
Part of the Lanehold pack
Milestone exceptions and missing PODs, named, before the customer asks where the freight is
- Driftnote
Lanehold watches milestones and must say whether a miss is real or the tracker being wrong, which is Driftnote's defining output: the break, the cut that moved, and a tracking-suspect flag.
- Shipask
"Where is my freight" is a where-is-my-order ticket answered from the fulfilment record, and Shipask is the product that answers it with tracking and ETA and parks the ones it cannot match.
- Heatlist
The exception list is a queue a coordinator works down before the customer calls, and Heatlist produces exactly that daily list with the misses that escalated off it logged.
- Fieldpull
A POD is a document whose absence blocks the invoice, and Fieldpull is what reads the delivery paperwork into the shipment record and queues the ones with nothing attached.
- Driftnote
13 — Security
Runs on nox.markets.
You type or upload into our app. Data lands in our region, is processed there, and the results stay in our app until you export them or a connected write-back exists.
Run payloads are kept for your workspace retention window — 30 days by default on Starter and Growth, 90 on Scale and Enterprise, with zero retention available on Enterprise.
14 — Customers
Someone like you, running this.
15 — Detail
The long version, including what it will not do.
Most 10–200 person firms still build invoices in QuickBooks, Word, or a spreadsheet, then email the PDF by hand. The delay is not the PDF. It is hunting the PO number, the bill-to address that accounting actually uses (not the one in the CRM), the tax treatment, and whether this customer wants net-15 or net-30. Ledgerline is a hosted invoice desk: you pick the customer and the line items (or pull them from Stripe / the CRM), it fills the rest from the last invoice to that customer, and it sends from your domain.
It posts the invoice to QuickBooks Online or Xero after send, so AR aging and the invoice the customer received are the same document. It does not chase payment — that is Duesday — and it does not calculate multi-state sales tax beyond what your books already store. If your volume is under ~20 invoices a month, a QuickBooks recurring invoice is cheaper. Ledgerline pays when the bottleneck is the 10 minutes of assembly around each send. It is free to use with no account required.
16 — Questions / 5 answered
Before you buy.
What does it need from me before it can run?
Closed-won deal or order; customer record; line items; PO number; tax code already on the customer; send-from mailbox. Nothing else is collected for a run.
How long does setup take?
25 minutes. Runs on nox.markets. You authorise QuickBooks Online, Xero, Stripe, HubSpot, Salesforce, Gmail, Google Workspace once.
What does it cost to own?
No separate price: it is included from the Starter plan upwards.
What does it hand back?
Customer-facing PDF invoice; sent email; posted AR invoice in QuickBooks or Xero; send log.
Where does the hours-saved number come from?
60 invoices/month × 12 min to draft, attach the PO/work ticket, PDF, and email
17 — Related / 4 products
More on the Finance & Back-Office shelf.
Popular Popular finance-backoffice · tool
Floatcast
11 h/mo saved
connected$1,490One-timeIncluded in Growth · $990/mo
New finance-backoffice · tool
Outlay
19 h/mo saved
connected$1,490One-timeIncluded in Starter · $290/mo
New finance-backoffice · tool
Bidline
8 h/mo saved
hosted$490One-timeIncluded in Starter · $290/mo
18 — Collections / 2 shelves
Where it sits on a shelf.
Ledgerline runs 12 hours of this a month.
Or keep looking: Finance & Back-Office · Products for this team · The whole catalog
Included in Starter · $290/moSee the plans