--- title: "Pinstripe Ledger | Monthly Business Snapshot" description: "Pinstripe Ledger is the monthly business snapshot in the Pinstripe client portal: revenue, expenses, profit, and cash on one page, with a note from your..." url: https://pinstripeservices.com/pinstripe-ledger updated: 2026-10-06 publisher: Pinstripe Business Services LLC --- Monthly business snapshot # Pinstripe Ledger: Your Month in Numbers, Inside Your Client Portal Pinstripe Ledger is the monthly snapshot we publish for bookkeeping clients: revenue, expenses, profit, and cash on one page, compared with last month, with a plain-English note from us. It is a summary of your books, not a tax filing. [Sign In to Your Workspace](https://pinstripeservices.com/auth) [Book a Fit Call](https://pinstripeservices.com/contact?source=pinstripe-ledger&intent=consultation) - **What you get:** Revenue, expenses, profit, cash, money owed to you, and bills you owe - **When:** Each month, after Pinstripe Close finishes - **Where:** Client portal on the web and in the iPhone and iPad app - **Cost:** Included with monthly bookkeeping ## What Is in Your Monthly Snapshot? ### The four numbers that matter Revenue, expenses, profit, and cash, each compared with the month before, so a rising cost or a falling balance is obvious at a glance. ### A six-month trend A simple chart of revenue over the last six months shows direction, not just one month in isolation. ### Money in and out What customers still owe you and what bills you owe, listed beside the headline numbers. ### A note from your bookkeeper One or two sentences on what changed and what to watch, such as an invoice that is more than 45 days old. ### Built for your phone Opens as a sheet in the iPhone and iPad app and as a card layout on the web, with large touch targets and no pinching. ### Works with your records We enter figures from your books or import the spreadsheet your accounting tool exports, whatever its column names. Anything we do not have shows as Not provided, never as zero. ## How Do You See Your Snapshot? Once your month is closed, the snapshot is waiting in your portal and you get a notification. 1. 1 ### Sign in to your workspace Use the same Pinstripe login you use for messages and meetings. 2. 2 ### Open the Ledger tab Select Ledger on your client dashboard. The latest published month is at the top. 3. 3 ### Tap View full snapshot See the trend chart, money owed, bills, and our note. 4. 4 ### Ask us about it Use Ask about this snapshot to message your bookkeeper from the same screen. ## Why We Built Pinstripe Ledger Most small business owners only look at their books when something goes wrong. A short snapshot every month, in the same place as your messages and files, turns bookkeeping into something you can actually use to make decisions. The snapshot is one of the last steps of [Pinstripe Close](https://pinstripeservices.com/pinstripe-close), our month-end process, which you can follow step by step in the portal. It sits beside [Pinstripe Sync](https://pinstripeservices.com/pinstripe-sync) for documents and [Pinstripe Talk](https://pinstripeservices.com/pinstripe-talk) for video calls. Pinstripe Ledger summarizes your books for your own use. It is not tax advice and it is not a tax return. See our [bookkeeping services](https://pinstripeservices.com/services/bookkeeping) for what we do each month. ## Frequently Asked Questions ### What is Pinstripe Ledger? Pinstripe Ledger is the monthly business snapshot in the Pinstripe client portal. It shows revenue, expenses, profit, and cash for the month, compares them with the previous month, and includes a short note from your Pinstripe bookkeeper. ### Who gets a Pinstripe Ledger snapshot? Clients on Pinstripe monthly bookkeeping. The snapshot is included, and there is no separate request or fee. ### When is my snapshot published? After your month-end close is finished. You can watch progress in Pinstripe Close, and the portal shows the date we expect to deliver. ### Is this a tax filing or tax advice? No. Pinstripe does not file taxes. The snapshot summarizes your books so you can see how the business is doing. ### What if a number is missing? It shows as Not provided. We never show a zero or a trend we cannot support. Profit appears only when both revenue and expenses are available. ### Can I see it on my phone? Yes. It works in the Pinstripe iPhone and iPad app and in any browser. ### Can I connect QuickBooks? Not yet. For now we enter your figures or import the report your accounting tool exports. Live syncing is something we plan to add later. ## Want Your Numbers Every Month? Clients can open Ledger from the portal today. Not a client yet? Book a 30-minute fit call and tell us about your books. [Sign In to Your Workspace](https://pinstripeservices.com/auth) [Book a Fit Call](https://pinstripeservices.com/contact?source=pinstripe-ledger&intent=consultation) ## Related Resources Thought Leadership ### [Looking for a Small Business Bookkeeper on Long Island? Here's What to Know Before You Hire One](https://pinstripeservices.com/blog/small-business-bookkeeper-long-island) Choosing a bookkeeper is more than finding someone to categorize transactions. Here is what to expect, what to ask, and how Long Island business owners can hire the right one. [Read more](https://pinstripeservices.com/blog/small-business-bookkeeper-long-island) Blog ### [How Much Does Bookkeeping Cost for a Small Business on Long Island?](https://pinstripeservices.com/blog/bookkeeping-cost-long-island) Bookkeeping costs vary by transaction volume, account complexity, payroll, and the condition of the books. Here is what Long Island business owners are actually paying for and how to compare quotes properly. [Read more](https://pinstripeservices.com/blog/bookkeeping-cost-long-island) Thought Leadership ### [Why Most Small Business Owners Make Decisions Without Real Data](https://pinstripeservices.com/blog/why-small-business-owners-make-decisions-without-data) Many business owners rely on gut feeling instead of real numbers. The problem is, that leads to bad decisions, missed opportunities, and unnecessary stress. [Read more](https://pinstripeservices.com/blog/why-small-business-owners-make-decisions-without-data) Thought Leadership ### [How to Organize Your Business Finances in 2026 (Without Falling Behind)](https://pinstripeservices.com/blog/organize-business-finances-2026) A practical guide for small business owners to streamline bookkeeping, automate finances, and build a clean financial foundation in 2026. [Read more](https://pinstripeservices.com/blog/organize-business-finances-2026) Thought Leadership ### [The Real Cost of Not Tracking Business Expenses (And Why It Adds Up Fast)](https://pinstripeservices.com/blog/real-cost-not-tracking-business-expenses) Ignoring expense tracking doesn't save time. It costs you money. Here's what disorganized finances actually cost your small business. [Read more](https://pinstripeservices.com/blog/real-cost-not-tracking-business-expenses) Guide ### [Small Business Bookkeeping Guide](https://pinstripeservices.com/small-business-bookkeeping-guide) A comprehensive guide to bookkeeping for small business owners. [Read more](https://pinstripeservices.com/small-business-bookkeeping-guide) --- Source: https://pinstripeservices.com/pinstripe-ledger. Contact: https://pinstripeservices.com/contact