The approved scope changes in the handoff
Customer expectations, estimate details, change notes, and final billing need one connected record.
From estimate to completed job
Bookkeeping for service businesses and contractors
Keep estimates, customer approvals, appointments, job costs, expenses, deposits, invoices, payments, and supporting documents connected from the first request through month-end.
For contractors and service teams that need simple daily workflows without giving up accurate records, customer visibility, or owner control.
No credit card required for the 14-day trial. Add a card anytime; it is not charged until the trial ends.
Interactive product preview
Tell Allie what you need. See how she reaches the answer. You stay in control.
Type your request below. Public visitors use fictional records. Signed-in customers can securely ask Allie about the company they selected in their workspace.
Allie AI workspace
Public preview · Fictional example
Sign in to connect this request to your selected company.
AI review100%
- Read the evidence
- Find likely matches
- Check what is missing
- Prepare your review
1
estimate found
$1,200
deposit linked
$3,650
remaining balance
2
expense receipts
Allie’s recommendation
The invoice draft is ready. The approved scope, customer deposit, remaining balance, and job expenses all stay connected.
Allie prepares and explains. You approve what becomes official.
Preview approval is for demonstration only and never changes records.
Estimate
Job costs
Deposit
Invoice review
Payment
Report
Public preview values are fictional. Signed-in answers use only the selected company records the current user is authorized to access. Allie provides guidance and never silently posts, approves, files, or pays.
Keep the job and books aligned
Service work creates financial details before, during, and after the job
YourAILedger keeps the unresolved work visible so a clear screen never substitutes for a supported answer.
Materials and expenses are separated from the job
Receipts and supplier charges can be difficult to explain when they are not connected to the customer or project context.
Deposits and partial payments confuse the balance
Each payment must be applied to the correct invoice while preserving what remains due and when follow-up is needed.
How it works
Follow the financial work alongside the service
A guided workflow keeps each decision connected to the information and approval that support it.
- 1
Estimate and schedule
Capture the customer request, proposed work, pricing, timing, and approval details.
- 2
Document the job
Keep service notes, materials, expenses, changes, and supporting records connected as work progresses.
- 3
Invoice and collect
Convert approved work, apply deposits and partial payments, and keep the open balance visible.
- 4
Review the period
Reconcile payment and expense activity, resolve missing information, and prepare the month-end record.
Connected capabilities
The records, workflow, and owner decision stay together
Each capability supports the same goal: understandable books backed by the business records that created them.
Customer and project context
Keep estimates, appointments, job notes, and documents connected.
Expense organization
Attach receipts and explanations to the work that created the cost.
Invoice and payment tracking
Follow deposits, partial payments, overdue balances, and final collection.
Guided bookkeeping
Use plain-language assistance when a category or accounting step is unfamiliar.
Questions
What business owners usually want to know
Is this suitable for contractors?
Yes. The workflow is designed for service and project-based businesses that use estimates, job documentation, expenses, invoices, deposits, and staged payments.
Can I track deposits and partial payments?
Yes. Payments can remain connected to the correct invoice so the customer balance and follow-up status stay visible.
Can expenses be connected to a customer or project?
YourAILedger includes customer, project, expense, document, and service workflows intended to preserve that operational context.
Does it prepare contractor tax returns?
No. It helps organize bookkeeping and tax-preparation records, but it is not a tax preparer or tax advisor. Filing and tax decisions should be verified with a qualified professional.
Continue exploring
See the related workflow
These pages explain the connected parts of the YourAILedger bookkeeping system.
See how YourAILedger fits your real bookkeeping workflow
Start with a guided demo, review the plans, or begin a 14-day trial with owner-controlled bookkeeping tools.
YourAILedger provides bookkeeping organization, operational tracking, AI summaries, reminders, and educational guidance. It does not provide legal, tax, CPA, payroll-filing, or financial advisory services. Verify professional matters with a qualified professional.