Founding beta program

Founding Beta Program for Cannabis Financial Operations

CannaLedger helps cannabis operators build a structured financial workflow from transaction review through reconciliation, recurring journals, month-end close, executive reporting, and audit-ready financial operations.

Currently accepting a limited number of Ohio operators, accounting professionals, and cannabis-focused firms.

What CannaLedger Is

CannaLedger is a cannabis financial operations platform designed to help accounting teams move from disconnected bookkeeping workflows toward a structured bank-to-close process. The platform supports transaction review, reconciliation, recurring journal templates, month-end close readiness, executive visibility, and 280E-aware review workflows.

See the Workflow

A limited beta should not feel abstract. These are the operational workflows founding beta partners will help test and refine.

Review Queue

Structured transaction review before posting to the ledger.

Reconciliation

Bank and cash reconciliation workflows tied to month-end readiness.

Workflow previewRecurring Journals

Recurring Journals

Draft-only recurring journal templates for rent, accruals, allocations, and recurring adjustments.

Close Readiness

A guided view of what is complete, what needs attention, and what is ready for reporting.

Who The Beta Is For

  • Ohio cannabis operators
  • dispensaries and multi-location operators
  • cannabis CFOs and controllers
  • cannabis accounting professionals
  • cannabis-focused accounting firms
  • operators outgrowing QuickBooks and spreadsheets

Workflows Included In The Beta

Review Queue

Structured transaction review and sign-off before tie-out.

Transactions workspace

Deeper accounting investigation, search, and bulk work on classified activity.

Bank reconciliation

Worksheet tie-out with cleared activity and balance summary in one view.

Recurring journal templates

Template-driven recurring entries with draft-only generation for controlled posting.

Month-end close readiness

Readiness signals and blockers while operators and reviewers still have runway.

280E-aware review visibility

COGS vs nondeduct context woven into review and reporting surfaces—not tax advice.

Executive dashboard & reporting

Leadership visibility and close package workflow from the same operational picture.

What We Are Looking For

We are looking for a small group of operators and accounting professionals willing to provide practical feedback based on real cannabis accounting workflows. The goal is not high-volume signups. The goal is careful product validation with users who understand the operational pressure of cannabis finance.

  • real workflow feedback
  • monthly close process feedback
  • usability observations
  • accounting control suggestions
  • reporting and executive visibility needs

What Founding Beta Participants Receive

  • early access to CannaLedger
  • direct founder involvement
  • guided onboarding
  • influence on product direction
  • preferred future pricing consideration
  • priority support during the beta period

Expectations

What to expect during the program

CannaLedger is still evolving. Participants should expect product changes, workflow refinements, and occasional rough edges. The beta is best suited for teams willing to collaborate and provide honest feedback as the platform matures.

Interested in the Founding Beta?

If you are an Ohio cannabis operator, accounting professional, or cannabis-focused firm interested in helping shape CannaLedger, we would be glad to start a conversation.

Request Beta Conversation

Jeff Calloway

Founder | CFOCannabis

Painesville, Ohio