Stop paying someone to retype receipts into your CRM. LedgerLink does it the instant a payment clears — accurately.
Every terminal swipe and online payment posts itself to the right client — amount, tip, and card, in seconds.
Smart matching finds the existing client by email, phone, or name — so your customer list stays clean, not cluttered.
Card-present swipes without an email wait in a one-tap review list. LedgerLink never guesses onto the wrong record.
Connect your two accounts and LedgerLink handles the rest in the background.
A customer pays on your terminal or checkout — exactly as you do today. Nothing changes for you.
We find the right client by email, phone, or name — with a confidence check, never a duplicate.
A note with the amount, tip, and card posts to that client, and a follow-up is queued. Done.
Most payments match and post on their own. The few that can't — a terminal swipe with just a name — land in a short review list.
LedgerLink works the same across every home-service trade — high-ticket jobs, repeat customers, and terminals in the field.
Use a different processor or CRM? LedgerLink is built to add platforms — sign up and tell us what you run, and we'll prioritize it.
No engineer, no field mapping, no training. Here is exactly what happens.
Enter your business name and email. That is your LedgerLink workspace — no password, no credit card.
Click Connect and pick your Stripe account on Stripe's own page. You grant read-only access, so LedgerLink can see completed payments. It can never charge, refund, or move money — your payouts and rates don't change.
Click Connect and authorize on Jobber's page. This lets LedgerLink find your clients and add notes. When you see a success message, that side is done.
Run a small payment using an existing client's email. Within seconds a note appears on that client — the whole loop, working.
Swipes that carry only a name wait in a short review list where you confirm the right client in one tap. Then you're fully hands-off.
LedgerLink is intentionally limited — it reads payments and writes notes. That is the whole surface.
LedgerLink can see completed payments — it can never charge a card, issue a refund, or move a dollar.
You connect your processor and CRM. Nothing routes through us; your payouts land in your bank exactly as they do now.
Access tokens are AES-256 encrypted at rest, and you can revoke LedgerLink from your own dashboards anytime.
Keep your reader, your rates, and your workflow. LedgerLink runs quietly alongside them.
Two minutes to connect your processor and CRM. Then it runs itself.
No password. No credit card. Cancel anytime.
LedgerLink is read-only on payments. It never moves your money or changes your processor.
Each opens a secure authorize page in a new tab. When it shows a success message, come back — that side is connected. Once both are done, payments start syncing.
No. LedgerLink connects with read-only access to your payments. It can't charge cards, issue refunds, or change your payout account — it only reads completed payments to log them. Disconnect anytime from your processor's dashboard.
No — you connect your own Stripe account. Nothing routes through us; your money flows to your bank exactly as it does now. LedgerLink just gets notified so it can sync the record.
Terminal swipes often carry just the cardholder name. LedgerLink matches on name and puts anything uncertain in a review list for you to confirm — it will never post to the wrong client automatically.
Today LedgerLink runs on Stripe + Jobber. The engine is built to add platforms — Square, Clover, and more CRMs are on the roadmap. Sign up and tell us what you use, and we'll prioritize it.
Not at all. Keep your reader and your workflow. LedgerLink runs quietly in the background on every payment.
Connect your processor and CRM once. Let every swipe file itself.
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