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Monthly Books Review + Monitoring · For General Contractors, Builders & Construction Businesses

Your Projects Are Built Right. Your Books Should Be Too.

Connect QuickBooks or upload statements. Every month LedgerAI reviews your books and automatically categorizes materials from Home Depot and Lowe's, subcontractor payments, equipment purchases, and vehicle expenses. You review the flagged 1099s and unknowns. QuickBooks is updated automatically.

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Monthly report you can share with your CPA or bookkeeper · $149/month founding price · 10 founding spots open

LedgerAI  ·  Example Books Review  ·  General Contracting LLC  ·  Q4 2024
341 transactions scanned Oct 1 – Dec 31, 2024
31 Reclassified
7 Needs Review
3 Personal Charges
2 Duplicate Clusters
4 Contractors
$4,200 Flagged for Review
Flagged for your review
Marcus J. · Zelle $4,800.00 1099?
Cash Withdrawal $2,200.00 Low Confidence
Target (Personal) $142.50 Personal Charge
1st Books Review free, on your own books
1099 contractor totals tracked all year against the IRS reporting threshold
100% of QuickBooks updates wait for your approval
QB works with QuickBooks Online, or upload statements without it
14-day free trial, no credit card
Applied automatically
Home Depot, Lowe's, Grainger, rental yards, and 670+ other known vendors categorized without any action from you.
Flagged for your review
Cash and Zelle payments to subcontractors, unknown vendors, and personal charges go to your review queue first.
Written back to QuickBooks
Only the corrections you approve get written back. Nothing changes in QuickBooks until you say so.
Never changed silently
Anything outside high-confidence stays in your queue. Your books are never modified without approval.
What LedgerAI Finds

The four things that cost contractors
the most money at tax time.

LedgerAI looks for the specific issues that hit construction businesses hardest: materials on the wrong account, subcontractors with no 1099 trail, personal charges in job costs, and vehicle expenses not tracked correctly.

Material Error
Materials on the Wrong Account
Home Depot, Lowe's, and supply house purchases routinely land in "Office Supplies" or "Miscellaneous." LedgerAI corrects them to Job Materials or Equipment automatically.
Example · Corrections applied automatically
Home Depot $1,842.00 Office Supplies Job Materials
Lowe's $634.00 Uncategorized Job Materials
Grainger Supply $388.50 Miscellaneous Equipment
3 material corrections applied to QuickBooks automatically
1099 Risk
Subcontractor Payments Not Tracked
Cash, Zelle, and check payments to subs end up as "Uncategorized Expense." LedgerAI routes them to Contract Labor and flags anyone over the IRS reporting threshold for review before deadlines hit.
Example · 1099 contractor queue
Marcus J. · Zelle $6,200 YTD Needs W-9
Drywall Crew (Cash) $3,400 YTD Needs W-9
Part-time helper (check) $480 YTD Under threshold
Sub payments tracked all year; vendors over the 1099 review threshold are surfaced for review.
Personal Charge
Personal Expenses Mixed Into Business Books
Personal runs to Home Depot, Amazon, and gas stations on the business card inflate your cost of goods and distort your job profitability. LedgerAI identifies and separates them.
Example · Personal charges detected
Target $142.50 Personal
McDonald's $18.40 Personal
Amazon (household) $89.00 Personal
Personal charges are flagged and kept out of your business expenses for your review
Vehicle Tracked
Vehicle & Equipment Expenses Properly Categorized
Gas, oil changes, truck repairs, and equipment rental all tracked correctly under Vehicle Expenses and Equipment so your mileage and depreciation deductions are clean at year end.
Example · Deductions tracked
Shell Gas Station $94.00 Vehicle Fuel
AutoZone (truck) $187.00 Vehicle Repair
Sunbelt Rentals $540.00 Equipment Rental
Vehicle and equipment tracked. Deductions ready for tax time.
How It Works

From connected to clean books
in a single run.

LedgerAI handles the mechanical work of the first pass and puts only what actually needs a decision in front of you.

Step 1

Connect QuickBooks in 60 seconds

One-click OAuth. No API keys, no configuration. LedgerAI reads your transactions directly from QuickBooks and starts categorizing immediately.

  • All QB Online plans supported
  • No QB password stored or shared
  • Choose any date range: monthly, quarterly, or full year
Example · QuickBooks OAuth · Connecting...
✓ QuickBooks OAuth authorized
✓ Company: General Contracting LLC
✓ Period: Q4 2024
Loading Q4 2024 data...
341 transactions loaded
Step 2

Materials and subcontractor payments categorized automatically

Home Depot, Lowe's, Grainger, rental yards, and 670+ vendors match instantly. Cash and Zelle payments to subcontractors are routed to Contract Labor and flagged for 1099 review.

  • Materials, subs, vehicle, and equipment all handled
  • Your prior corrections applied first
  • AI reviews only genuinely uncertain items
Example · Categorization · Running patterns...
Home Depot $1,842.00 Job Materials auto
Shell Gas Station $94.00 Vehicle Fuel auto
Marcus J. · Zelle $4,800.00 Needs review... 1099?
Lowe's $634.00 Job Materials auto
326 matched  ·  7 sent to review queue  ·  3 personal detected
Step 3

You approve the decisions that matter

High-confidence corrections are written to QuickBooks automatically. Your review queue shows only what needs a real call: unknown vendors, Zelle payments to subcontractors, and anything the system is not sure about.

  • One-click approve or correct each item
  • Set a rule so the same vendor is handled automatically next time
  • Designed so a review takes minutes, not hours
Example · Review Queue · 7 items
Marcus J. · Zelle $4,800 1099?
Cash Withdrawal $2,200 Low Conf.
Target (Personal) $142.50 Personal?
Approve (4)
Review All (7)
See It On Your Own Books

Proof you can check yourself.

Your first Books Review is free, so the proof comes from your own books, not from quotes on a landing page.

Recognizes common vendor patterns without setup.
Surfaces vendors and categories that may need review; anyone over the 1099 review threshold is flagged for your call.
Helps organize payments, vendors, and owner questions before they pile up.
Creates a monthly report you can understand or share with your CPA or bookkeeper.
Pricing

Less time on cleanup. Cleaner books for tax time.

If your first books review does not surface meaningful cleanup opportunities, cancel during the trial and pay nothing.

Monthly Annual Save 20%
Essential
$69/mo

Monthly categorization and flagged item review

  • QuickBooks sync (1 company)
  • Unlimited transactions
  • AI auto-categorization with 674+ patterns
  • Subcontractor 1099 detection
  • Review queue: uncertain items flagged for your approval
  • Corrections written back to QuickBooks
  • Monthly books review report
  • Email support
Agency
$249/mo

For bookkeeping firms managing multiple clients

  • Everything in Pro
  • Up to 5 QB companies ($49 per additional)
  • Per-client vendor profiles
  • White-label reports
  • Priority onboarding

14-day free trial on all plans. No credit card required to start.

Questions contractors ask.

Does LedgerAI know construction supply vendors? +

Yes. Home Depot, Lowe's, Grainger, Menards, Fastenal, Ferguson, and most regional supply houses are in the built-in library. Materials, tools, equipment, and rental items are all categorized correctly on the first run.

How does it handle cash and Zelle payments to subcontractors? +

Cash withdrawals and Zelle payments to individuals are flagged for your review as potential Contract Labor. Anyone paid over the IRS reporting threshold year-to-date is added to the 1099 review queue. You confirm which payments are truly contractor payments and your CPA handles the filings.

Can it track job costs by project? +

LedgerAI categorizes every expense correctly (materials, labor, equipment, vehicle) and writes corrections to QuickBooks, where you can then organize by job/class. The categorization cleanup is the first step to accurate job costing.

What if I use personal and business cards interchangeably? +

LedgerAI detects common personal vendors and flags them as personal charges so they don't distort your job costs or deductions. This is one of the most common issues for contractors.

Can I review multiple years of messy books? +

Yes. The Pro plan supports full-year reviews on any date range going back to 2020. First run catches the most, every one after is faster.

Will it change my QuickBooks data? +

Only miscategorized or uncategorized transactions are updated, and only after you approve. Nothing changes until you click approve.

Can I cancel anytime? +

Yes. No fees, no lock-in.

Connect QuickBooks and see what your contractor books have been missing.

Run a books review, catch every miscategorized materials purchase and missed subcontractor 1099, and hand your CPA exactly what they need. 14-day free trial.

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14-day free trial  ·  No credit card required  ·  Cancel anytime

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