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Ledger Care

Run billing with clarity. Manage invoices, payments, and subscription access with structure across users, roles, and locations.

Works with Client Connect.

Cohessra is designed as one workflow across operations and the client experience.

Billing operations that stay predictable.

Ledger Care is built for repeatable billing workflows: clear status, clear access, clear ownership.

Invoices that don’t get lost

Create invoices, track status, and follow through without chasing context across tools.

Subscription access with clear rules

Keep access predictable with trials, plan changes, and cancellations handled in a consistent flow.

Team structure that matches operations

Use users, roles, and locations so access matches how the business is run.

What you can do

A small set of practical workflows, described plainly.

Create and manage invoices.

Generate invoices, attach supporting files when needed, and track outcomes from sent to paid.

Accept payments securely.

Reduce payment friction with a portal-first approach designed for clear client actions.

Manage subscription plans.

Keep upgrades, downgrades, and cancellations understandable for both staff and clients.

Operate across locations.

Use a location model so permissions and visibility stay consistent across offices.

Operational controls built in

Role-based access keeps sensitive work controlled without slowing down day-to-day operations.

Role-based permissions

Built for controlled access without slowing day-to-day work.

MFA-supported authentication

Built for controlled access without slowing day-to-day work.

Admin visibility into billing health

Built for controlled access without slowing day-to-day work.

See Ledger Care in your workflow.

We’ll walk through billing and subscription access based on how your team operates today.