Turns activity into a Books Review
Every line categorized, personal charges separated, low-confidence rows flagged, captured in one review packet.
LedgerAI reviews your QuickBooks file or uploaded statements, separates what belongs in the books, flags the decisions that need you, and prepares a clean package for your accountant.
No credit card · QuickBooks OAuth · You approve QuickBooks write-backs · CPA-ready summary
Review 7 items before applying changes to QuickBooks.
Illustrative example. LedgerAI surfaces potential deductions. Your CPA decides tax treatment.
General finance assistants can explain activity. LedgerAI turns business activity into a review workflow.
Every line categorized, personal charges separated, low-confidence rows flagged, captured in one review packet.
Decisions that need your call surface as a short queue. You approve them. LedgerAI does not auto-categorize on your behalf.
Possible-personal rows are pulled out of business expense totals so the books reviewed reflect the business, not the owner.
Every approved change shows what was written, what failed, and what was skipped. QuickBooks-safe updates with a paper trail.
Summary CSV, transactions CSV, 1099-candidates CSV, plus a read-only share link your CPA can open without an account.
Your vendor rules, account choices, and payment-source mappings persist as Memory Bank patterns. Future reviews remember what you already decided.
QuickBooks keeps the ledger. LedgerAI finds what should be corrected before you close the books. Final tax treatment is your CPA's call.
LedgerAI does the mechanical work of the first pass and puts only what actually needs a decision in front of you.
OAuth in 60 seconds, or import bank and card statements if you are not on QuickBooks yet.
Every transaction runs through known-vendor patterns and your saved rules first. Only genuinely uncertain rows go to AI.
High-confidence corrections are prepared with a full diff. Nothing is written to QuickBooks until you approve.
A short queue holds the calls a human should make: ambiguous vendors, possible personal charges, contractor flags.
Connected QuickBooks accounts get the updates posted with a change log. Statement-only customers get a CSV export.
A read-only share link gives your CPA the period's summary, contractor candidates, and exception list. They make the final tax call.
LedgerAI builds a Memory Bank from the categories you confirm, so repeat vendors become easier to review over time.
Approve a vendor once and it is never in your review queue again. The first review catches the most. Every one after is faster.
If your first books review does not surface meaningful cleanup opportunities, cancel during the trial and pay nothing.
Monthly categorization and flagged item review
Full-year review, 1099 tracking, and vendor memory
For bookkeeping firms managing multiple clients
14-day free trial on all plans. No credit card required to start.
Yes. LedgerAI connects to an existing QuickBooks Online account. If you don't have one, QuickBooks starts at $35/month. LedgerAI works with all QB Online plans.
For well-known vendors, accuracy is very high. For less common vendors or ambiguous transactions, LedgerAI assigns a confidence level. High-confidence items are applied automatically. Uncertain items go into your review queue. Accuracy improves over time as it learns your specific vendor patterns from corrections you approve.
Only miscategorized or uncategorized transactions are updated. Everything else stays exactly as-is. You get a full report showing every change before and after, and the review queue shows what was flagged rather than automatically applied.
That is what the Full Year Books Review is for. Run it on any past year or date range. LedgerAI categorizes what it can confidently handle and puts the rest in your review queue. You approve corrections before anything is written to QuickBooks. Works back to 2020.
Yes. We use OAuth2 to connect to QuickBooks and never store your QB password. All data is encrypted in transit over HTTPS; our managed PostgreSQL database uses volume-level encryption provided by our hosting infrastructure. We follow Intuit's partner security requirements and never sell your data or use it to train AI models outside your account.
No. LedgerAI handles the mechanical cleanup pass: categorizing known vendors, flagging uncertain items, surfacing duplicates, and building your review queue. Your bookkeeper or CPA still handles the work that requires professional judgment. Most customers find their accounting bills go down because they hand over cleaner books.
General finance assistants can help explain spending. LedgerAI is built to prepare a Books Review, keep track of owner decisions, remember business-specific account choices, and package the work for QuickBooks or your accountant. LedgerAI surfaces potential issues and decisions. You approve decisions. Your CPA decides tax treatment.
Yes. Cancel anytime from your dashboard with one click. No cancellation fees, no lock-in. Your QuickBooks data stays exactly as-is.
Run a free Books Review and get a clear summary of what is corrected, what needs review, and what your accountant should see next.
14-day free trial · No credit card required · Cancel anytime