LedgerPacket Bookkeeper-ready month-end workflow

Free vendor receipt audit

Send your vendor list. Get a bookkeeper-ready receipt workflow.

For US Shopify and e-commerce operators who lose time every month chasing invoices, receipts, payout exports, ad bills, SaaS receipts, and vendor portal downloads before their bookkeeper can close the month.

Start free audit See monthly plans
Step 1 Send only your vendor list and current process
Step 2 Get a missing-receipt checklist and month-end workflow
Step 3 Decide if the $49 cleanup is worth it
No upload No bank statements or sensitive docs needed

What you get

A month-end packet your bookkeeper can actually work with.

Vendor map

We group your vendors into sales platforms, payment processors, ad platforms, shipping, SaaS, and general invoices.

Missing receipt risks

You see which portals, exports, ad bills, fees, refunds, and SaaS receipts are most likely to be missing each month.

Bookkeeper-ready folder structure

We turn the chaos into a monthly folder layout for sales, payouts, vendor invoices, ads, shipping, tax, payroll, and missing items.

Close workflow

You get a simple day-by-day month-end workflow, so the same document hunt does not restart from scratch every month.

Example packet

What the audit turns into

A free audit does not ask for your financial documents. It only needs your vendor list and how you currently collect receipts. The output is a checklist you can hand to your operator, assistant, or bookkeeper. 

2026-05/
  01-sales/
  02-payment-processors/
  03-vendor-invoices/
  04-ads-marketing/
  05-shipping-fulfillment/
  06-tax-vat/
  99-missing-items/

Plans

Start free. Upgrade only if the monthly receipt chase is real.

The recurring promise is simple: never chase the same receipts again every month.

Free Audit $0

Vendor map, missing receipt checklist, and first month-end workflow.

Start free audit
Setup $49 one-time

We turn the audit into your first bookkeeper-ready close packet.

Request setup
Monthly LedgerPacket $99 /mo

We keep each month’s receipt packet ready before your bookkeeper asks.

Start monthly
Bookkeeper Plan $299 /mo

Up to 5 client packets for bookkeepers who need clean monthly handoffs.

Ask about clients

Scope

Receipt ops, not bookkeeping.

LedgerPacket helps you collect, organize, name, and hand off receipts and invoices. Your bookkeeper still owns the books, categorization, reconciliation, and tax decisions.

We organize receipts and invoices. Vendor portals, ad bills, SaaS receipts, payout exports, and missing item lists.
We do not do bookkeeping. No reconciliations, journal entries, chart-of-account decisions, or filing.
We do not access bank accounts. The free audit needs only your vendor list and current process.
We do not give tax advice. We prepare cleaner packets so your bookkeeper or CPA can work faster.
No vendor portal login needed for the free audit. Paid setup can be done from your exports, shared folders, or guided handoff.

Intake

Create your first receipt audit

This takes about 3 minutes. A vendor list is enough to start.

Do not upload bank statements, tax documents, or receipts here. This first audit is based on process and vendor mapping only.

Output

Audit result

Fill in the intake to generate a checklist and monthly close workflow.