On April 30, 2023, we will no longer be supporting the accounting software for Lendio. Please review our FAQ’s for questions to assist with the transition.

Financial insight tools to manage your expenses

Make sound decisions and better manage your cash flow

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Product Features

Know your Cash Flow

Easily track your company’s health and identify any capital shortcomings you may face. From seasonal shifts to areas of sustained growth, we’ll help you know what your company is facing.

Customized Invoices

Create personalized invoices and allow your customers to pay by credit card with our free software. To take it to the next level, ensure you don’t miss a payment, with recurring invoices.

Financial Reports

Understand the financial health of your business with reports like profit and loss, balance sheet, tax summary, customer statements, and accounts receivable.

Track expenses automatically

Simply link your bank account and credit cards and get your expenses and income categorized.

Effortless payroll with Gusto

Set yourself up for success with our integration with Gusto, which includes easy payroll tracking and automatic calculation, filing, and payment of your taxes.

Send quotes and estimates

Easily create a quote or estimate to send to customers. Get it approved online and converted to an invoice with one click.

Features at a glance

Save time and always have a clear view of your business with Lendio’s accounting tools.

Customized invoices

Create personalized invoices and allow your customers to pay by credit card. To ensure you don’t miss a payment, set up a recurring schedule.

Create quotes and estimates

Easily create a quote or estimate to send to customers. Get it approved online and converted to an invoice with one click.

Financial reports

Understand the financial health of your business with reports like profit and loss, balance sheet, tax summary, customer statements, and accounts receivable.

View unpaid invoices

You will always know where your invoices sit – unpaid, overdue and paid.

Track expenses automatically

Simply link your bank account and credit cards and get your expenses and income categorized.

Process discounts and refunds

Add discounts to invoices and process refunds/returns with no hassle.

Add sales tax to invoices

Add different state sales tax and it will be added to the invoice based on your customers’ locations.

Taxes done right

Invite your accountant to access your transactions and financial reports and they’ll do the rest.

Security is the top priority

Your data is backed up to multiple data centers and encrypted. Export your data anytime because it’s yours.

Outstanding Support

Your bookkeeping success is important to us. Please reach out if you need help, we are more than happy to assist.