Frequently asked.

Do I have to do any bookkeeping?+

No. OwnerLedgr reads your bank transactions via Plaid and your revenue via Stripe and Shopify, then categorizes automatically. There's nothing to reconcile.

Is my banking data secure?+

We connect through Plaid with read-only access — we can never move money. Access tokens are encrypted at rest, and sessions are signed and HTTP-only.

Which banks and tools do you support?+

Any bank Plaid supports, plus Stripe for invoicing and Shopify for store revenue. More integrations are on the way.

How is profit calculated?+

Revenue (Stripe + Shopify + bank inflows) minus categorized expenses, updated in real time as transactions post.

What about taxes?+

Set a percentage and OwnerLedgr auto-tracks a tax set-aside from your net income, so quarterly taxes never surprise you.

Can I cancel anytime?+

Yes. Flat monthly fee, cancel whenever. No per-seat charges, ever.