Ledger is built specifically for optometry practices. We understand the difference between a diagnostic instrument, an optical frame inventory, and a contact lens trial kit. Our depreciation defaults match IRS medical equipment classifications, and our multi-location sync is designed for the way practices actually operate — not how accountants wish they did.

Yes. Upload any CSV or XLSX file and Ledger's import wizard maps your column headers to structured fields. We handle messy data — inconsistent date formats, missing serial numbers, split location names — and flag anything that needs your attention before committing.

Ledger classifies each asset as owned, financed, or operating lease. For leases, we build the full amortization table (principal, interest, remaining balance by month) and track it separately from your owned asset depreciation schedule — giving you a clean separation for your accountant and your insurance carrier.

Add the new location to your account and import their asset list. Ledger reconciles duplicate serial numbers, flags assets with no purchase documentation, and produces a gap analysis report showing what's missing before your accountant asks. Most acquisition reconciliations finish in under two hours.

Ledger stores no patient data — we track equipment, not people. That said, we are SOC 2 Type II certified, encrypt all data at rest and in transit, and maintain audit logs of every change to every asset record. Your practice's financial data is treated with the same standards your EHR requires.