The grunt work of your practice, handled. Ledger does the first pass across your client books, data entry, categorising, chasing documents, reconciling, and hands you clean work to approve. It learns your practice and runs privately for you alone. You stay in control; it does the tedious part.
Every close is the same grind: chase the client for statements, categorise hundreds of lines, reconcile, find the discrepancy, write the commentary. It is most of your week and none of the value. Firms that hand this to AI report the equivalent of about 7 extra weeks of capacity per person a year.
Each one draft-first. It does the work and shows you; you approve.
Tracks exactly what is missing per client, drafts the request in your voice, follows up, and files what comes back. The part of the close that stalls on other people, handled. the biggest time sink, gone
Learns how each client's books already categorise, applies it to new transactions, and brings you only the ones it is genuinely unsure about. It backtests its own rules against real history first, so it does not mis-post at scale. 40 to 70% of the hours
Matches statements to the ledger, lists what does not tie out, and quantifies the gap, per account. Catches duplicates, double-pays, and vendor overcharges while it is in there. up to 96% faster
Works the close checklist per client, flags what is blocking, and ranks your clients by how far from done they are, so you work the queue instead of guessing. 30 to 50% faster close
Opens password-protected and scanned documents, extracts the numbers, and posts them to the right client. No more manual data entry from a PDF.
Writes the plain-English commentary, what changed and why, what to watch, from the real numbers, in your voice. You edit and send. The part clients pay for, drafted in minutes.
One click for QuickBooks, or drop in statements and ledgers. It reads them, even scans and password-protected files.
Categorises, reconciles, flags what is missing, and drafts the chase, on that client's real numbers. You watch it work.
Nothing posts or sends without you. Approve once and it keeps the client's books moving, month after month.
Add each client, connect their QuickBooks, and see every client in one place. Start with one to prove it, then bring on the rest.
You do not have to move your clients off what they use.
Connect directly in one click. Live P&L, balance sheet, aging, and reconciliation, read straight from the client's books.
Xero, Sage, FreshBooks, Wave, spreadsheets, or plain bank statements. Export or upload and it reads them, even scanned or password-protected files. No migration.
A one-click Xero connection like QuickBooks is on the way. Until then, Xero exports work today via upload.
This is not one big AI that every firm shares. Your Ledger runs in its own isolated, private environment and learns only your books and your way of working. Your clients' data never touches another firm's, and it never trains anyone else's tools. It answers only to you.
Every rule it learns is backtested against the client's real history before it is trusted, so it does not mis-categorise at scale. It is draft-first: it proposes, you approve, nothing posts or sends on its own. Each client's data stays isolated and private to you. It is a tool for your practice, not a replacement for your judgment.
Most AI projects fail quietly. Ours reports to you like an employee on probation.
Every month you get the receipts: what it did, what was backtested against your real history, what it caught, and your approval rate. If a month is clean, it says so. Nobody else at this price shows you this.
Not a three-month implementation. Connect on day one; by hour 48 you have seen it catch something real or deliver its first report, and you decide from evidence.
A predictable monthly floor, plus per-result pricing on the things that make you money: an overcharge caught, a month closed, a job booked. Your bill tracks the value, not the hype.
Connect one client free and watch it do the first pass. If it saves you the afternoon, bring the rest.