Lledger
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Getting Started

From signup to your first GST return in under 30 minutes.

1

Create your account

  • •Go to ledger.hatched.digital/signup and enter your email address.
  • •You'll receive a magic link — click it to sign in. No password needed.
  • •Your 14-day free trial starts immediately.
2

Set up your business

  • •Enter your business name and type (sole trader or company).
  • •Add your GST number if registered. Ledger will configure the right GST period automatically.
  • •Enter your bank account number for invoice payment details.
  • •Set your financial year balance date (most NZ businesses: 31 March).
3

Upload your bank transactions

  • •Download a CSV from your bank. Ledger supports ANZ, ASB, BNZ, Westpac, Kiwibank, and Emerge.
  • •Go to Dashboard and click 'Upload CSV'. Drag and drop or select the file.
  • •Ledger automatically detects your bank format and imports the transactions.
  • •Duplicates are automatically detected and skipped.
4

Code your first 30 transactions

  • •Each transaction needs an account code (e.g. 4000 = Telephone, 3600 = Motor Vehicle).
  • •Click 'Code' next to a transaction and select the right account from the dropdown.
  • •After you've coded 30 transactions, Ledger's AI activates and starts coding the rest automatically.
  • •AI suggestions show a confidence score. Review and click 'Approve' to confirm.
5

Let AI do the rest

  • •Click 'Code All with AI' to batch-code uncoded transactions.
  • •The AI learns from your approvals — it gets smarter over time.
  • •High-confidence suggestions (90%+) can be bulk-approved with one click.
  • •Flagged transactions (private use, missing receipts, unusual amounts) appear in the Flagged tab.
6

Check your GST

  • •Go to the GST page. Ledger calculates your GST return automatically from coded transactions.
  • •Review the pre-flight check: uncoded transactions, missing documents, and any warnings.
  • •Export your GST return as CSV (IRD GST101A format) or JSON.
  • •File in myIR using the box numbers Ledger provides.
7

Create your first invoice

  • •Go to Invoices → New Invoice.
  • •Add a client (name + email). Set line items, quantities, and prices.
  • •Click 'Create' to save as draft. Click 'Send' to email to your client.
  • •Generate a Stripe payment link so clients can pay online instantly.

Ready?

The whole thing takes about 5 minutes.

Create your account →