How It Works

About 10 minutes to set up. Quick check-ins to stay current.

No accounting degree, no chart of accounts, no learning curve. Here's the whole journey — from empty account to knowing what you actually kept.

Start Free for 14 Days
14-day free trial · $0 charged today · 30-day money-back guarantee
The Journey

Five steps. Then it mostly runs itself.

Set up your business

Add your business details, commission structure, and income goals. Lulu Ledger uses them to do the deal math for you from day one.

About 10 minutes

Connect your accounts

Link your bank and cards through secure, read-only Plaid sync. Transactions flow in automatically from then on. Prefer manual entry? That works too — connecting is optional.

One-time connection

Track your deals

Add each deal to the pipeline as it happens. Lulu Ledger calculates gross commission, your split, and fees automatically — and carries the deal from prospect to closed.

A minute per deal

Review transactions & receipts

Confirm suggested categories, snap receipts as you get them, and accept the matches Lulu Ledger proposes. The books stay current in quick check-ins, not weekend marathons.

Quick check-ins

Understand the results

The dashboard, P&L, and insights stay live — what came in, what you kept, what it cost to earn, and how this year compares to last. Export clean reports for your CPA anytime.

Always current

Your first sitting shows your real numbers.

Set up in about 10 minutes. Full product, free for 14 days.

Start Free for 14 Days
14-day free trial · $0 charged today · 30-day money-back guarantee