Follow the claim clock.
Keep insurance receivables visible without treating every open balance like a homeowner who ignored an invoice.
Roofing accounts receivable software
Your aging report is not a chase list.
Ledger separates insurance, retainage, supplements, commercial GC work, and direct pay so your office can see what is collectible and what needs a different next step.
QuickBooks Online. 14 days. No card. Nothing is sent without review.
Built for roofingReceivables follow roofing payment paths
QuickBooks connectedYour accounting system stays the source
Owner controlledFollowups are drafted for review
Why normal aging fails
Late does not mean the same thing in roofing.
A homeowner invoice, a carrier check, and commercial retainage can all sit in the same aging bucket. They should not be worked the same way.
Held money is not late money.
Track retainage separately so it does not distort collections work or disappear inside an old balance.
Know when to chase.
Surface direct pay invoices when they cross the threshold your company actually uses.
From report to next action
One list your office can actually work.
Ledger classifies most receivables from the records already in QuickBooks. When the evidence is uncertain, it asks for review instead of inventing an answer.
The result is a cleaner queue with timing and language matched to the receivable type.
OPEN RECEIVABLENEXT STEP
InsuranceCheck claim status
Commercial retainageHold until contract milestone
SupplementReview documentation status
Direct payDraft followup for owner review
Example workflow only. Your company controls the rules and approves customer contact.
How Ledger works
Clear enough to use every week.
Ledger turns the accounting record into an operating view without replacing QuickBooks or hiding uncertainty.
See it on your booksConnect QuickBooks Online
Ledger reads the receivable records it needs. QuickBooks remains your system of record.
Classify the balance
Insurance, retainage, supplement, commercial GC, and direct pay move into the right workflow.
Review uncertain items
If the source does not support a confident answer, Ledger flags the item for a person to decide.
Work the next step
See the queue, review the drafted followup, and decide what leaves your company.
Claims included
Compare carrier scope with QuickBooks invoices.
Claims reads the values printed on a carrier estimate, matches the insured to a QuickBooks customer, and surfaces possible approved scope without a matching invoice for review.
Explore claim reconciliationIMPORTANT BOUNDARY
Evidence, not coverage advice.
Claims does not interpret policy language, decide coverage, predict payment, or contact a carrier. Uploaded files are processed for extraction and discarded after the request.
Simple pricing
Start with the books you already have.
Run the diagnostic before you buy. If Ledger makes the work clearer, keep it connected.
Ledger
$497 PER MONTH
Roofing AR operations, Claims, corrected aging, AR Leak Report, and drafted followups for owner review.
Check my roofing AR free →Your receivables. Your rules.
Find the money that is ready for a next step.
Check my roofing AR free
14 days. No card. No required call.