Ledgerise is customer-managed payment operations infrastructure that automatically translates completed transactions into double-entry journal entries in your accounting system. You run it on your own servers — Ledgerise does not host your data.
This documentation covers everything needed to deploy, configure, and operate Ledgerise: initial deployment, adapter setup, mapping rules, reconciliation, journal review, and ongoing administration.
- Overview
- Ingestion methods
- Webhook adapter
- CSV import
- Poll adapter
- Transaction statuses
- Unmapped transactions
- Overview
- Importing a statement
- Understanding matches
- Resolving breaks
- Reconciliation rules
- Generating reports
- Evidence packages
- Overview
- Adapter spec
- Building an adapter
- Generic webhook
- Generic CSV
- Generic poll
- Zoho Books
- Journal CSV export
| Task | Go to |
|---|---|
| Create or update a mapping rule | Creating a rule |
| Import the chart of accounts | Chart of accounts |
| Import a bank or provider statement | Importing a statement |
| Review and resolve reconciliation breaks | Resolving breaks |
| Retry failed journal entries | Retrying failed entries |
| Export journal data to a file | Exporting journal data |
| Task | Go to |
|---|---|
| Deploy Ledgerise for the first time | Docker deployment |
| Complete the go-live checklist | Sandbox to production |
| Activate a commercial license | Activating your license |
| Configure an adapter | Adapters |
| Invite users and assign roles | Users and roles |
| Review the system audit log | Audit log |
| Upgrade to a new version | Upgrading |
| Task | Go to |
|---|---|
| Understand the adapter contract | Adapter spec |
| Build a custom inbound adapter | Building an adapter |
| Look up the canonical transaction schema | Transaction schema |
| Look up transaction types | Transaction types |
| Look up adapter error codes | Error codes |
| Task | Go to |
|---|---|
| View system and user activity | Audit log |
| Review journal entries | Journal entries |
| Export journal data | Exporting journal data |
| Understand reconciliation evidence | Evidence packages |