Client money records for care teams, all in one place.
CareLedgerPro helps UK care providers record client-money and petty-cash transactions, attach receipts, reconcile balances, and keep a clear staff-only audit trail.
Built for admin, finance, and care teams inside a single provider — not for invoicing, family access, or split-funding workflows.
Client ledger
ReconciledBuilt for UK care providers
Designed around the realities of residential and supported care.
Staff-only access
Role-based permissions keep sensitive records limited to authorised people.
Append-only activity history
Every entry, correction, and sign-off is time-stamped.
- Per-client balances and transaction history
- Receipt capture and attached supporting records
- Reconciliations with sign-off and discrepancy tracking
- Role-based staff access and a full activity history
Client money needs more than a spreadsheet
Managing money on behalf of vulnerable people carries real responsibility. Teams need a reliable way to record cash received, purchases made, receipts kept, balances updated, and signatures captured — without relying on paper books, scattered files, or manual spreadsheets.
CareLedgerPro gives staff one place to record the everyday movement of client money and petty cash, so managers can review activity quickly and your organisation can keep a clearer record of what happened, when, and by whom.
Scattered records make review slow and error-prone.
24
Clients
3
Care units
£1,240
This month
2
Pending review
One place to record, review, and evidence client-money activity.
A focused ledger for staff-side client money
CareLedgerPro is a staff-facing ledger designed for UK care providers that need a practical, structured system for handling client money and petty cash. It supports the controls teams rely on: separate records per client, itemised entries, receipt evidence, running balances, and sign-off where required.
Because the platform is built for internal staff use, it stays focused on the work your team actually does — recording transactions, reviewing balances, reconciling cash, monitoring spending plans, and preparing evidence for internal checks and inspections.
Practical tools for day-to-day client-money recording
Everything your team needs to record, review, and evidence client-money activity in one place.
Record transactions
Individual client ledgers with running balances and full history.
Ledger
Attach receipts
Evidence stays with the entry; reasons recorded when missing.
Evidence
Cash reconciliation
Compare recorded vs actual cash with sign-off.
Reconcile
Signature workflow
Capture signatures, marks, witnessing.
Sign off
Petty-cash tracking
Per-unit floats with running history and low-balance visibility.
Floats
Spending plans
Weekly/monthly limits with live progress.
Budgets
Communication feed
Staff-only messages linked to ledger activity.
Notes
Audit trail
Every action recorded in structured history.
History
How it works
- 1
Record money received or spent.
- 2
Attach receipts or note why one isn’t available.
- 3
Running balances update automatically.
- 4
Reconcile recorded figures with actual cash held.
- 5
Review activity, export reports, and prepare for internal audit or inspection.
Designed for accountability
Every step is recorded and reviewable.
Built to support your internal controls, not replace them.
Reporting & Controls
Reports that support review and evidence
Generate clear records at client, unit, and organisation level — making it easier to review balances, transaction history, reconciliations, and outstanding actions in one place.
Controls designed for accountable money handling
Separate client records, receipt attachment, dated entries, running balances, and sign-off workflows. Access can be scoped by team or care unit.
Who it’s for
Care providers managing client money
- Care providers managing client money
- Admin and finance teams
- Managers reviewing reconciliations and exceptions
- Staff who need a clearer alternative to paper books and spreadsheets
Built by a UK care professional working with providers who needed a clear, staff-only record of client money and petty cash.
Bring client-money records into one clear system
Replace paper logs and spreadsheets with a staff-only ledger built for the realities of care services. Record transactions, attach receipts, complete reconciliations, and keep a clear history of client-money activity in one place.