Every screen. Explained.
Take a look at exactly what you get — no marketing fluff. Just the real app.
Receipts & Donations
Log every payment the moment it comes in. Whether it's cash in the offering plate or a check in the mail — everything goes in one place, organized and searchable.
- Cash, Check, Card, and Zelle — all supported
- Full donor history with a single search
- Print, PDF, Email, or QR code receipts instantly
- Live KPI dashboard — today, this month, this year
- Weekly Pledge, Monthly, Building Fund, and custom types
Professional Invoices
Create clean, itemized invoices with line items, pricing tiers, taxes, and notes. Send them by email or print them on the spot — no third-party invoicing tools needed.
- Line items with qty, price tiers, and per-line tax toggle
- Coupon / promo code support with one-click Apply
- Recurring invoices — set it and forget it
- Unpaid / Paid status tracking at a glance
- Export to PDF or email directly from the invoice screen
Expenses & Bills
Track everything you spend — by vendor, category, and payment method. See your monthly income vs. expenses at a glance and know exactly where the money is going.
- Check, Cash, Card, Transfer, and Auto-Pay methods
- Assign expenses to employees for reimbursement tracking
- Link expenses to events or projects
- Built-in Payroll Calculator for quick pay runs
- Scan store receipts with OCR — auto-fills vendor and amount
Customizable Categories
Your organization isn't one-size-fits-all — your expense categories shouldn't be either. Add, rename, or remove categories any time to match exactly how you track spending.
- Default categories pre-loaded: Utilities, Payroll, Marketing, and more
- Add unlimited custom categories in seconds
- Shared across expenses and inventory
- Changes take effect immediately across all records
Events Calendar
Plan events, track their income targets, and monitor their status — all in a clean monthly calendar view. Color-coded so you always know what's planned, active, or done.
- Color-coded by status: Planned, Active, Completed
- Invoice Due and Expense markers directly on calendar days
- US holidays pre-loaded — DST, St. Patrick's Day, Good Friday, and more
- Click any day to quickly add events or view what's due
Event Planning Built In
Creating a langar, annual dinner, or community fundraiser? Set an income target, add notes, pick a location, and schedule up to 5 automatic reminders so nothing slips through the cracks.
- Income target tracking per event
- Up to 5 reminders: 1, 3, 7, 14, or 30 days before
- Event status: Planned → Active → Completed
- Appears on calendar the moment you create it
Full Control in Settings
Genesis Ledger adapts to your organization. Set up your name, address, EIN, tax rate, donation types, thermal printer, email server, and user roles — everything from one panel.
- Business Mode or Religious Org Mode — changes terminology throughout
- Custom receipt footer, 501(c)(3) nonprofit disclaimer toggle
- Multi-user with role-based permissions and full audit log
- Thermal printer setup (Epson TM-m30II and compatible)
- Email / SMTP, tax settings, appearance themes
Genesis AI — Included Free
Every copy of Genesis Ledger includes Genesis AI — a built-in assistant that runs entirely on your computer. No internet required, no API fees, no usage limits. Just open the chat and ask.
- Genesis AI Mini — lightweight model bundled inside the installer, works instantly offline
- Optional: download Genesis AI Standard during or after install for more personality and complex questions
- Knows your receipts, invoices, and expense data
- Quick-action buttons for common reports
- Runs locally — no API keys, no usage limits, no extra cost