Features

Everything in one place.
Nothing missing.

TrackLedgr covers the full operational lifecycle — from first asset intake to contract renewal alerts and client-facing portals.

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Asset Management

Full lifecycle tracking for every asset you manage

From laptops and servers to software licences and network hardware — TrackLedgr tracks it all. Every asset has a complete history: who added it, what it costs, when payments were made, which customer it belongs to, and what documents are attached.

  • Custom fields for any asset type
  • Payment history with amount, method, and notes
  • File and document attachments per asset
  • Deactivation workflow with date tracking
  • Category and tag filtering
  • Real-time cost dashboard by customer and category
Asset Detail ● Active
Asset Name
Dell XPS 15 #042
Customer
Acme Corporation
Monthly Cost
$89.00
Category
Laptop
Recent Payments
Jan 2025$89.00 ✓
Dec 2024$89.00 ✓
Nov 2024$89.00 ✓
Contract Tracking

Never miss a renewal or expiration again

Contracts attached to assets, customers, or standalone. Each one has a start date, end date, value, and attached document. TrackLedgr sends email alerts before renewals are due so you're never caught off guard.

  • Upload and store contract documents
  • Automatic renewal email notifications
  • Expiring soon dashboard widget
  • Link contracts to specific assets or customers
  • Contract value and payment tracking
  • Overdue and upcoming views
Upcoming Renewals
Microsoft 365 Business
Acme Corp · $2,400/yr
7 days
Fortinet Support Contract
MedGroup · $1,800/yr
14 days
Adobe Creative Cloud
DesignCo · $660/yr
32 days
VMware vSphere
TechStart · $4,200/yr
45 days
Client Portal

Give clients visibility without extra work

Each customer gets their own portal login. They see exactly their assets, their contracts, and their documents — nothing from other customers, no configuration needed. Portal access is scoped at the database level, not just the UI.

  • Per-customer scoped access
  • Assets, contracts, and documents in one view
  • Read-only by default — no accidental changes
  • No separate software or credentials to manage
  • Reduces client email and status requests
  • Branded with your company identity
AC
Acme Corporation Portal
Logged in as portal@acme.com
14
Assets
2
Renewing Soon
8
Documents
Your Assets
Dell XPS 15 #042Active
MacBook Pro M3Active
Cisco Meraki MXRenewing
Reports & Exports

The numbers you need, when you need them

Real-time dashboards show costs by customer, category, and time. Export full audit reports for compliance reviews or billing reconciliation. Every data point is exportable — no data locked inside.

  • Cost breakdown by customer and category
  • Payment history reports
  • CSV and JSON export formats
  • Activity audit log export
  • Upcoming renewals report
  • Deactivated asset history
Monthly Cost by Customer
Acme Corp
$3,240
TechStart
$2,180
MedGroup
$1,560
DesignCo
$890
Bulk Import

Migrate from spreadsheets in minutes

Upload an Excel file, map your columns to TrackLedgr fields, review row-level validation results, and import. Partial imports are supported — valid rows go in even if some rows have errors.

  • Excel (.xlsx) upload with drag-and-drop
  • Interactive column mapping UI
  • Row-level validation with specific error messages
  • Partial import — valid rows aren't blocked by bad ones
  • Preview before committing
  • Import history log
📊
assets-export.xlsx
847 rows detected
Column Mapping
asset_name →
Asset Name
client →
Customer
monthly_fee →
Monthly Cost
✓ 841 valid rows ⚠ 6 rows with errors
See It In Action

All features available in the live demo

The demo runs a fully-loaded environment with real data so you can explore every feature without any setup.

Explore Security →