The paper routine
Print invoices. Find delivery notes. Stamp pages. Sort the pile. Assemble the folder. Find somewhere to keep it.
LEDGER-PREP · FOR WINDOWS
Less paperwork.
A simpler
month end.
Collect, check and digitally stamp your purchase documents. Build an organised PDF handover for accounts as the month progresses.
See the daily workflow ↓Automated purchase ledger collation
YOUR PURCHASE LEDGER, COMING TOGETHER
01 Less printing and filing
02 Supporting documents together
03 Ready throughout the month
SEE IT IN ACTION
Your paperwork.
One clear workflow.
Review the document alongside its details, keep delivery notes with invoices and prepare the next accounts handover.
Real application screens using fictional data. Select an image to enlarge it.
THROUGHOUT YOUR WORKING DAY
A little as you go.
Less to do at month end.
Keep the paperwork moving as it arrives, from the morning inbox to the next accounts handover.
- 01 / START THE DAY
Collect the paperwork
Check your configured mailbox, import saved files or collect documents from your scan folder. Optional automatic collection runs while the app is open.
- 02 / AS DOCUMENTS ARRIVE
Review the details
Check supplier, date, reference, amount and nominal code beside the document. Optional AI helps suggest details and matches for your review.
- 03 / KEEP IT TOGETHER
Link supporting documents
Attach delivery notes to their invoice, including notes from an earlier month. Open the complete bundle when you need the full picture.
- 04 / ADD THE CONTEXT
Stamp the document
Choose a stamp, drag it into place and save it. Add a nominal code or saved notes so accounts can see the instruction on the page.
- 05 / WHEN READY
Check and hand over
Mark reviewed documents checked and create a PDF handover. Send a batch today and another later, skipping unchanged documents already exported.
- 06 / MONTH END
Finish with confidence
Review outstanding items, complete the remaining handover and close the month when ready. The preparation has been building all month.
FAMILIAR STAMPS. DIGITAL DOCUMENTS.
Put the instruction
on the page.
PAID. CHECKED. ON HOLD. The familiar office stamp, placed directly on your document preview and included in your next PDF handover.
PAIDCHECKEDRECEIVEDPAY ASAPON HOLDCREDIT CARDEXPECT REFUNDNOM CODE
Insert saved document notes when accounts needs more detail. Choose the page, position the stamp and click Save stamp.
Originals remain unchanged. Stamps are visual annotations; they do not record payments, set the credit-card flag or replace Mark checked. Changes require another check before export.
RETHINK THE MONTHLY FOLDER
Give accounts the documents.
Lose the bulky folder.
No more assembling a large hardcopy purchase ledger folder at the end of every month. Prepare the documents as you go and hand over organised PDFs when accounts needs them.
The Ledger-Prep routine
Collect digitally. Review and link. Save your stamps. Mark checked. Create the handover and copy it to the chosen accounts folders.
PDF bundles put the invoice first, followed by its linked documents. New handovers include saved stamps and use recognisable supplier, reference and date filenames.
LESS REPEATED WORK
Time back from
the everyday admin.
Spend less time handling paper and searching for supporting documents. Actual savings depend on your volume and existing process.
Less paper handling
Keep electronic invoices digital. Scan paper documents into the same workflow and reduce printing, hole-punching and filing.
Less searching
Find documents by supplier or reference, with supporting delivery notes linked to the invoice.
Less repeat preparation
Generate further batches without exporting unchanged documents again. Amended documents can be handed over after rechecking.
A few useful details.
Does it replace accounting software?
No. Ledger-Prep prepares purchase documents for accounts. It does not make payments or post transactions into an accounting system.
Do I have to use AI?
No. You can enter and review document details manually. Optional AI processing requires a configured provider and may incur provider charges. You remain responsible for checking details and approving proposed joins.
Can I hand documents over during the month?
Yes. Standard exports include newly checked documents and amended documents checked again, while skipping unchanged previous exports. Copy batches to the same chosen destinations as the month progresses.
What do I need?
A 64-bit Windows PC running Windows 10 22H2 or later. Configure storage and the optional mailbox, scan-folder and AI connections you want to use. Mailbox collection and AI require internet access; cloud-folder synchronisation is handled separately by your cloud software.
Where can I find the current release?
Visit the Ledger-Prep section on COATX. The current 0.7.5 release is unsigned early access, so Windows may display an unknown-publisher warning.
GET LEDGER-PREP
Your next handover starts here.
Ledger-Prep 0.7.5 · Windows 10 22H2 or later, 64-bit · 42.2 MB installer
Download Ledger-Prep 0.7.5 ↓Unsigned early access. Windows may display an unknown-publisher warning. Existing users can also check for updates in Settings → Software Updates.