Private finance workspace

Run every company from one financial workspace.

Create polished invoices, track partial and full payments, record business expenses, manage GST and PST, and maintain a structured general ledger—all without switching between disconnected systems.

  • Separate company profiles, branding, and invoice numbering
  • Independent GST and B.C. PST controls, down to the line item
  • Accounting-ready general ledger behind everyday workflows
NS

Northshore Systems Ltd.

GST 842113967 RT0001 · PST 1042-8817

INVOICE

INV-2043

BILL TO

Harbourview Dental Group

TERMS · REFERENCE

Net 30 · PO 4471

Managed IT services — monthly G 1,850.00
Workstation hardware (×3) G+P 2,340.00
On-site installation G 480.00
Subtotal4,670.00
GST (5%)233.50
PST (7%)163.80
Total5,067.30
Payments applied−2,500.00
Balance due CAD 2,567.30
GENERATED BY FLUX LEDGER · PDF Partially paid

JE-0192 · POSTED AUTOMATICALLY

BALANCED

1100Accounts receivableDr  5,067.30
4000Service revenueCr  4,670.00
2310GST payableCr    233.50
2320PST payableCr    163.80

Chart of accounts · Multi-company

One workspace, properly separated companies.

Manage multiple legal entities without mixing their financial records. Flux Ledger combines convenient shared resources with independent company accounting—so your team works from one familiar interface while every invoice, tax setting, journal, and report stays tied to the correct company.

CO-01…n

Every company keeps its own identity

Each company receives independent branding, contact details, tax registrations, invoice numbering, chart of accounts, journals, and reports. Add companies as your organization grows.

SHARED

One customer directory

Customers are available across the workspace, so the same client can be billed by any of your companies without duplicate records.

ITEMS

Reusable items, flexible pricing

Save commonly used products and services without locking in a price. Set the final amount on each invoice — useful for hardware, project work, and charges that change from one job to the next.

ALL-CO

Separated books, broader picture

Move between companies in one click, or use an all-company view when you need to see money coming in and going out across the whole workspace.

4000 · Revenue — Invoicing & taxes

Invoice faster without giving up flexibility.

Reuse common service items, enter custom descriptions and prices, apply taxes line by line, and generate a professional PDF in seconds. GST and British Columbia PST are first-class features here—not afterthoughts.

Polished, customer-ready PDFs

Company branding, billing details, payment terms, purchase-order references, notes, and flexible line descriptions — ready to download, print, or attach to an email.

Taxes where they belong

Configure GST and PST independently for each company, then apply them line by line — some lines GST and PST, others GST only, others no tax at all.

Saved items or custom charges

Pick from commonly used line items or enter custom descriptions and prices directly on the invoice.

NEW INVOICE · LINE ITEMS

TAX PER LINE

Structural review — Phase 2 GST PST 3,200.00
Site survey equipment GST PST 1,180.00
Municipal filing fee GST PST 265.00
Drafting hours (14 × $95) GST PST 1,330.00
GST (5%) — on taxable lines285.50
PST (7%) — on PST lines only82.60
Invoice totalCAD 6,343.10

INV-2043 · PAYMENT HISTORY

Partially paid
Mar 03
Deposit — e-transfer 1,500.00

Recorded by S. Grewal

Mar 14
Cheque #1187 1,000.00

Applied to balance

Remaining balance 2,567.30

Updated automatically after every payment

EVERY INVOICE, ALWAYS ACCOUNTED FOR

Draft Sent Partially paid Paid Overdue Void

1100 · Accounts receivable — Payments

Deposits, instalments, and final settlements—on one invoice.

Record multiple payments against the same invoice—e-transfers, cheques, and everything between. Flux Ledger maintains the payment history, updates the remaining balance, and identifies partially paid invoices automatically, so outstanding and overdue amounts are always visible.

  • Full payment history kept on every invoice
  • Remaining balances updated the moment a payment lands
  • Receivables visible by company, customer, and status

6000 · Operating expenses — Books & reports

Every posted transaction has a place.

Flux Ledger connects invoices, customer payments, expenses, tax accounts, and general-ledger activity so financial records remain structured and traceable—while the everyday workflows stay approachable.

6000 · Expenses

Expense management with proper GL allocation

Record vendors, categories, payment methods, GST paid, PST paid, and eligible GST input tax credits. Allocate every expense to the right expense or asset account and the bank, cash, or credit-card account that paid it.

Attachments

Receipts stay with their expenses

Keep supporting documents beside the records they belong to. PDF and image attachments are stored privately in an organization-controlled Amazon S3 bucket, with authenticated access and short-lived download links.

Trial balance

Reports that answer real questions

Profit and loss, balance sheet, customer sales, line-item sales, receivables, GST/PST activity, expenses, and general-ledger activity — filtered by company, customer, date range, status, vendor, or account, and exportable to CSV.

Audit trail

Accounting structure without the intimidation

A structured chart of accounts with proper GL codes. Posted invoices, payments, expenses, and manual journals create balanced entries; fiscal-period controls, reversals, and an audit trail protect the record.

Private hosting · Data ownership

Your books, on your infrastructure.

Keep control of sensitive financial data. Flux Ledger is built for businesses that want to decide where their accounting records are hosted—not hand them to a third party’s cloud by default.

Privately hosted

Runs in Docker with PostgreSQL and can live entirely within your organization's own infrastructure.

Protected access

Authenticated access, secure sessions, and database access controls in front of protected accounting records.

Private documents

Receipts and vendor invoices stored in your own S3 bucket, served through authenticated, short-lived links.

Automated backups

Organization-controlled database backups, so the financial record is recoverable on your terms.

The Flux Ledger family

Consolidata

BY FLUX LEDGER

Every company. One trusted financial view.

Running your group’s books in Sage 50? Consolidata securely connects multiple Sage 50 companies to one read-only reporting workspace—fast consolidated visibility, company comparisons, financial statements, and source-level audit drill-down, without changing the books in Sage.

Talk to us about Consolidata

FOR SAGE 50 CANADIAN EDITION

  • Read-only Sage mirror — no write-back, ever
  • Combined views and side-by-side company comparison
  • Trial balance, income statement, and balance sheet
  • Drill from a KPI to the source journal entry
  • Verified delta synchronization across Windows servers

Who it’s for

Built for owners who run more than one business.

Owners operating more than one incorporated companyIT service providers and managed-service companiesSoftware and professional-services businessesConsultants, contractors, and project-based teamsCanadian companies charging GST, PST, or bothBusinesses that want control over where their data livesTeams that have outgrown spreadsheets

Flux Ledger keeps everyday workflows approachable for owners while maintaining the GL codes, balanced journals, and audit trail that accounting professionals expect.

Contact

See Flux Ledger with your companies in mind.

Tell us about your companies, how you invoice today, and what keeps the books complicated. We read everything that arrives and respond personally within two working days.

Demo request FLX-01

Replies go out personally, within two working days.