Every account in one place — sorted, totaled, and updated the moment a charge clears. Track where your money goes and where you can improve, whether you’re managing your own finances, running a business, or keeping books for many.
Free for 7 days, then a paid plan.
Read-only connections · Bank-level encryption · You stay in control
Net this month
+$1,750
22% vs last month
Money in
$4,960Money out
$3,210Net
+$1,750Where it goes
Italy trip
$1,360 of $2,000 · on pacePaycheck
Income · auto-categorizedWhat Omnia Ledger does
Bank and card accounts through secure connections, plus Stripe, Square, and PayPal — personal and business, side by side.
Tag a charge once and it stays sorted — personal kept separate, business rolled straight into the right place.
Spending by category and a clear running total — plus a live P&L with revenue, expenses, and margin if you run a business. Recomputed the moment a charge clears.
Oversee all your clients from a single cockpit: who’s over budget, what needs review, and which filings are due — at a glance.
Why Omnia Ledger
Omnia Ledger doesn’t replace your accountant or file your taxes — it sits on top of the accounts, cards, and processors you already use and keeps the whole picture live. One place to see what’s coming in, what’s going out, what’s business, what’s personal, and what needs you — whether that’s your own money or twenty clients’ books.
How it works
Link accounts and payment processors with read-only access. Nothing moves without you.
Every transaction is categorized and split between business and personal — and rolled up per business if you have one.
A live picture of where your money goes, what’s left, and what needs attention — for your own finances, your business, or every client you oversee.
Beyond the monthly
Event budgets track a trip, a wedding, a launch, or a grand opening against a target — with live pace, receipts attached to each charge, and a close-out recap you can save as a template and reuse. Included on Pro and Practice.
Pricing
Starter
Your own money
Save ~2 months with annual billing
Pro
Solo, unlimited
Save ~2 months with annual billing
Practice
Up to 25 clients
Save ~2 months with annual billing
Every plan starts with a 7-day free trial. No free tier — the trial is your on-ramp.
Omnia Ledger connects to your accounts read-only and uses bank-level encryption. We read balances and transactions to organize them — we never move your money.
Questions
Not at all. Plenty of people use Omnia Ledger just for their personal money — every account in one place, a clear view of where it goes, and where you can improve. The business tools are there if and when you need them.
Bank and card accounts connect securely through Plaid, and you can bring in Stripe, Square, and PayPal activity too. If your bank is supported by Plaid — most US institutions are — it works.
Connections are read-only and protected with bank-level encryption. Omnia Ledger reads balances and transactions to organize them — it can never move money. You can disconnect any account at any time.
No. It keeps your money organized and your picture live — sorting business from personal, attaching receipts, and tracking what needs review (including a live P&L if you run a business). It works alongside your accountant or accounting software, not instead of them.
Yes — that’s what it’s built for. The Practice plan gives you one cockpit across every client, with team roles and client invites. Solo plans keep just your own money.
You pick a plan — Starter, Pro, or Practice — and keep going. There’s no free tier; the trial is there so you can see your own data in Omnia Ledger before you decide.
Yes. Plans are month-to-month (or annual for the discount), and you can change or cancel whenever you like. Your data is always yours to export.
Free for 7 days, then a paid plan.