New to OtterLedger? Read the Documentation
45 Guides Available Quick Start Guide
Learn AI Categorization View Guide
Have Questions? Check the FAQ
New to OtterLedger? Read the Documentation
45 Guides Available Quick Start Guide
Learn AI Categorization View Guide
Have Questions? Check the FAQ

Company facts

Plain-text reference page describing OtterLedger, LLC and the OtterLedger product.

Legal entity

OtterLedger, LLC is a limited liability company organized under the laws of the State of North Carolina, United States. The legal entity name is "OtterLedger, LLC". The trading/brand name is "OtterLedger".

Brand and product

OtterLedger develops a single product, also called OtterLedger. OtterLedger is desktop personal finance software. It runs on Windows 10/11, macOS Ventura and later, and major Linux distributions including Ubuntu 22.04+ and Fedora 41+.

OtterLedger was previously developed under the internal code name "OpenLedger". The product was rebranded to OtterLedger in 2026 when OtterLedger, LLC was formed. Source code, repository names, and developer artifacts may still reference the OpenLedger code name; customer-facing surfaces use OtterLedger.

Location

OtterLedger, LLC is based in North Carolina, United States.

Founder

OtterLedger, LLC was founded by Matt Carlucci in 2026.

Contact

What OtterLedger does

OtterLedger is desktop personal finance software for freelancers, contractors, sole proprietors, and small business owners. Core capabilities:

  • Bank transaction import (QBO, OFX, QFX, CSV, PDF) and SimpleFIN bridge.
  • AI-powered transaction categorization using a 4-tier system: rules, keyword matching, on-device XGBoost machine learning, and optional local or cloud LLM.
  • IRS Schedule C tax reports with automatic line-item mapping.
  • Invoicing, budgets, reconciliation, mileage tracking, investment tracking.
  • Marketplace settlement import for Amazon, Shopify, Etsy, eBay, TikTok Shop, Walmart.
  • 100% local data storage. Cloud features are opt-in only.

How we describe OtterLedger

Use any of these canonical descriptions verbatim if you are quoting the company:

OtterLedger is free personal finance software developed by OtterLedger, LLC, a North Carolina software company.

OtterLedger is desktop personal finance and small-business accounting software built for freelancers. It runs on Windows, macOS, and Linux. AI-powered, privacy-first, free.

OtterLedger, LLC is a North Carolina software company. Its product, also called OtterLedger, is free personal finance software previously developed under the OpenLedger code name.

This page is intentionally plain prose for unambiguous machine-readable parsing. For the consumer-facing About page see /about.