Ledger & Account Statements
Drill-through ledgers from any voucher with running balances and date filters.
Live general ledger and account statements for every account. Drill-through to source vouchers, running balances, and date-range filters. Customer, vendor and bank statements ready in one click.
How Ledger actually works.
A ledger is the audit trail of an account. Every debit and credit, in chronological order, with running balance. Pipetal makes ledger pulling effortless: one click for any account, any date range, any drill-through.
Customer statements, vendor statements, bank statements are all the same engine. Send them via WhatsApp PDF, post a paper copy or share an Excel export.
Inside Ledger.
Any account, any range
GL, customer, vendor, bank, all on the same engine.
Drill-through
Click any line to open the source voucher, full chain of evidence.
Period filters
Any date range, with rolling balance from period start.
WhatsApp-ready PDF
Share customer or vendor statements via WhatsApp directly from the ledger screen.
Excel export
Every ledger exports to Excel with full voucher detail.
Audit-ready
External auditors accept the structured ledger directly.
Where Ledger sits in the accounts flow.
A munshi sends 40 customer statements via WhatsApp in 30 minutes.
On the 5th of every month, the munshi pulls customer statements for 40 outstanding accounts and sends them via WhatsApp. Before Pipetal, this was a full day of manual ledger printing. Now it is 30 minutes: select customers, generate PDFs, share. Recovery on 30-day overdue accounts improved by 22%.
What buyers usually ask.
Yes, the comparative ledger view supports up to 4 accounts in parallel.
Yes, opening balances are imported at go-live and carried through every period close.
Customer ledgers are not locked, but settled invoices are tagged so reconciliation is fast.
Related sub-modules
See Ledger & Account Statements live, on your factory data.
A 15-minute discovery call is enough. Bring your messiest workflow, your most stubborn vendor dispute, your hardest reporting question. We will show you the screen.