Open Ledger IL
עברית View on GitHub

Every feature

For a עוסק פטור today and a עוסק מורשה tomorrow.

Feature list

Every feature

What ships today, grouped by job.

Documents

  • Quotes, payment requests and pro formas (חשבון עסקה)
  • Receipts and credit receipts as עוסק פטור
  • Tax invoices, invoice/receipts and credit invoices as עוסק מורשה
  • English or bilingual Hebrew and English documents
  • Duplicate any document in one click
  • Create a receipt from any open document, with its payment filled in
  • Cheque payments with bank, branch and account number
  • Delete a draft only after you confirm

Numbering and compliance

  • One gapless series per document type, with your own starting numbers
  • Final documents locked by database triggers and a hash chain
  • PDF with your logo and signature, sealed with a PAdES digital signature
  • ITA allocation numbers (מספר הקצאה), sandbox and production, with a retry queue
  • פטור ceiling meter with alerts and a guided switch to מורשה
  • Issuing on/off switch, to keep issuing in your current system

Currency

  • Documents in ILS, USD, EUR and other currencies
  • Bank of Israel rates, cached daily
  • A receipt takes the rate of the document it pays
  • Type your own rate, or tick "use latest rate"
  • Foreign and ILS totals printed in their own columns
  • Client balances kept in the client’s currency

Sending

  • Email with To, CC and BCC on every document
  • A CC list per client and a BCC copy list for your own records
  • WhatsApp short link that opens a preview page with your logo
  • A ready greeting in English or Hebrew, by the client’s language
  • Digital-document consent recorded per client
  • Payment reminders before and after the due date
  • A clear confirmation once a document is marked as sent

Recurring documents

  • Weekly, monthly, quarterly or yearly schedules for retainers and pro formas
  • Payment terms in days, set on each copy
  • An end date to stop the schedule
  • Issue and email on its own, or wait for your approval
  • Approvals page on the computer and the phone
  • Slack notice when a copy waits for approval

Clients and dashboard

  • A page per client with contacts, documents and a ledger per currency
  • Open balances, aging and an overdue list
  • Create a receipt straight from the overdue card
  • Cash flow, income by month and top clients
  • Sortable tables, newest first by default

Contracts and work orders

  • Contract and work order templates with fields you define, in English and Hebrew
  • Service Agreement included in the first work order, signed once
  • Client signs on the phone or the computer: fill in, draw, confirm with an email code
  • Signed PDF with an evidence page and a certified PAdES signature
  • Work order numbers on their own series, filled in for you
  • Signing reminders, and contracts signed elsewhere uploaded to the client record
  • Turn a signed work order into a pro forma

Business documents

  • VAT and company certificates, bookkeeping and withholding confirmations
  • Claude reads the type, names and dates
  • Expiry warnings on the dashboard
  • Your assistant and accountant open the same list

Expenses and import

  • Upload a receipt or snap a photo, Claude reads supplier, date and amount
  • Import a month of expenses from Google Drive
  • Import customers and past documents from another system
  • Imported documents keep the exchange rate printed on them, never a guessed one
  • Documents with no printed rate are flagged for you to fill in

Reports, exports and backups

  • Income, expenses, profit and loss, open items and client ledgers
  • Download as PDF, XLSX or CSV
  • Monthly accountant pack and an accountant login with an end date and access log
  • Unified file (מבנה אחיד) v1.31 for the Tax Authority
  • PCN874 export (allocation-number column)
  • Quarterly backups to R2 and Google Drive

On your phone

  • Installs on the home screen like an app
  • Quick page: photo, gallery, new document and recent activity
  • Bottom tab bar and tables that turn into cards
  • Photos taken offline upload when you are back online
Screenshots

What you get

Documents list with status, related documents and open amounts
Documents and their relations. Every document with its status, the documents it came from or led to, and what is still open.
Payment requests list with overdue and open totals
Payment requests that close. Record a payment and the receipt links back to the request. Partial payments keep the rest open.
Client page with details, contacts and ledger
Clients and their ledger. One page per client with contacts, consent status, documents and a running ledger per currency.
Expenses list with suppliers and categories
Expenses to review and file. Documents read by Claude land in New. Check the supplier, amount and category, then file.
Reports catalog
Reports for you and your accountant. Income, expenses, profit and loss, open items and ledgers. Download as PDF, XLSX or CSV.
Business settings with logo and signature
Your business, your brand. Business details, logo, signature, payment methods and bank details printed on your documents.
The rules

Six rules the code enforces

The database refuses to break them.

  • A final document never changes A mistake is fixed with a credit document or a cancellation, never an edit. Database triggers block updates to a final row.
  • Numbers come only from finalize Drafts carry no number, so a deleted draft never leaves a gap in the series.
  • No tax invoice PDF without its allocation number When the ITA requires a מספר הקצאה, the PDF waits for it.
  • A demand and its receipt count once A payment request or pro forma is a charge, the receipt is the income. Reports never add both.
  • Rates are dated VAT, the פטור ceiling and exchange rates are stored with the date they apply from.
  • Sandbox and production never mix ITA sandbox and production credentials, tokens and numbers are kept apart.