WP Manifestindependent plugin directory
manifest / utilities / wpledger

WPLedger Accounting

A WordPress plugin implementing a double-entry accounting system: companies, chart of accounts, journal entries, three financial statements (Balance Sheet, Income Statement, Cash Flow Statement), PDF export, and a REST API that accepts data from external invoicing and project-management tools.

by WPLedger · github.com/ibuilder/wpledger · website

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/ibuilder/wpledger/archive/refs/heads/main.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.
Readme github.com/ibuilder/wpledger ↗

A WordPress plugin that brings full double-entry accounting to WordPress — chart of accounts, journal entries, financial statements, PDF export, WooCommerce integration, and a REST API.

Features

  • Double-entry ledger — every transaction balances debits and credits; corrections are new entries, nothing is ever overwritten
  • Chart of Accounts — ASSET, LIABILITY, EQUITY, REVENUE, EXPENSE with subtypes; active/inactive toggle
  • Financial Statements — Balance Sheet, Income Statement, Cash Flow Statement, Trial Balance, General Ledger; all with PDF download (Dompdf)
  • Recurring Journal Entries — templates that post automatically via WP-Cron (monthly, quarterly, annually) with idempotency protection
  • WP Dashboard Widget — monthly P&L snapshot (Revenue, Expenses, Net Income, Cash Balance)
  • WooCommerce Integration — automatically journals WC orders and refunds; customer PDF invoices on My Account
  • REST API — wpledger/v1 namespace, authenticated with WordPress Application Passwords; endpoints for companies, journal entries, and reports
  • QuickBooks CSV export — IIF-style export for importing into external accounting software
  • Multi-company — manage separate books for multiple entities in one install

Requirements

  • WordPress 6.0+
  • PHP 8.0+
  • MySQL 5.7+ / MariaDB 10.3+
  • Composer (for local development)

Installation

From wordpress.org (recommended)

Search for WPLedger Accounting in Plugins → Add New.

Manual

  1. Download wpledger-0.1.0.zip from the releases page
  2. Upload via Plugins → Add New → Upload Plugin
  3. Activate — tables are created automatically on activation

From source

git clone https://github.com/ibuilder/WPLedger.git
cd WPLedger
composer install

Copy or symlink the folder into wp-content/plugins/, then activate.

Building a submission zip

.\build.ps1

Produces wpledger-0.1.0.zip — a clean, production-ready archive with dev files, hidden files, and unnecessary vendor stubs stripped out.

Database tables

All tables use the WordPress table prefix + wpl_:

Table Purpose
wpl_companies Company/entity records
wpl_accounts Chart of accounts
wpl_journal_entries Journal entry headers
wpl_journal_lines Individual debit/credit lines
wpl_recurring_entries Recurring entry templates

Tables are created via dbDelta() on activation and dropped cleanly by uninstall.php.

Accounting invariants

  1. Every entry has ≥ 2 lines; total debits must equal total credits
  2. Balances are never stored — they are always derived from the ledger
  3. Assets = Liabilities + Equity (Balance Sheet balanced flag)
  4. Net cash change = change in cash-flagged accounts (Cash Flow reconciles flag)
  5. All monetary values are DECIMAL(18,2); PHP arithmetic uses bcmath

Architecture

wpledger.php          — plugin header + bootstrap
includes/
  Admin/              — AdminMenu, DashboardWidget
  Db/                 — Schema (dbDelta table creation)
  Export/             — QuickBooksExporter
  Integrations/       — WoocommerceSync, WcInvoice
  Pdf/                — PdfRenderer (Dompdf wrapper)
  Rest/               — RestCompanies, RestJournal, RestReports, RestIntegrations
  Services/           — Ledger, Statements, Recurring
assets/
  css/admin.css
  js/admin.js
vendor/               — Composer dependencies (Dompdf, Masterminds HTML5, etc.)

License

GPL-2.0-or-later — see LICENSE