Today, we’re launching the building block of all financial reporting: a ledger. Journalize Ledgers is the simplest way to record transactions and generate statements. Developers can use our API to get started in minutes, and finance teams can quickly build reports and export data to spreadsheets. Finance Ledgers were designed for finance teams to build standard financial statements out of the box. Select any date range for a report, and view by YTD, QTD, MTD Support for hierarchical account numbers, infinte sub-accounts View either point-in-time balances or deltas One-click export to CSV, Excel, or Google Drive Drill down into the specific transactions and see supporting details We’ll help import your existing chart of accounts In the below screenshot, we create a report and then drill down to the specific line items.
Over the past few weeks, a number of blog posts have come to light explaining the basics of double-entry accounting for developers. I aim to share a simple - and elegant, I think - database schema for recording and tabulating ledger entries. Engineers tend to hand-wave over accounting terminology, dispensing with terms like “debit” and “credit” - after all, why not just use positive and negative numbers? I think this leads to confusing results.
At Journalize, we spend a lot of time looking at general ledger entries! A lot of our product development boils down “Does this look right to you?” with a screenshot pasted from Excel. We were doing this so much we needed a better tool, so we built Journalize Snippets. Snippets is the “Pastebin” or “Github Gists” of journal entries. Just paste in your list of debits/credis and share a link. Here’s an example.
As of today, you may now import data to Journalize using our Zapier integration! One of the most common questions we’ve gotten is “how do I get data into Journalize?” We already have an easy API for streaming data into our platform. Now, you may automate that process using our native Zapier app. One of the most common questions we’ve gotten is “how do I get data into Journalize?” We already have an easy API for streaming data into our platform.