Connect QuickBooks or upload statements. Every month LedgerAI reviews your books and automatically categorizes dental supply orders, lab fees, equipment purchases, and staff contractor payments. Large equipment gets flagged for depreciation instead of expensing. You review. QuickBooks is updated.
Monthly report you can share with your CPA or bookkeeper · $149/month founding price · 10 founding spots open
LedgerAI looks for the specific errors that hit dental practices hardest: supplies on the wrong account, large equipment expensed instead of depreciated, contractor payments missed for 1099, and personal charges buried in practice books.
LedgerAI handles the mechanical work of the first pass and puts only what actually needs a decision in front of you.
One-click OAuth. No API keys, no configuration. LedgerAI reads your transactions directly from QuickBooks and starts categorizing immediately.
Henry Schein, Patterson, Benco, dental labs, and 670+ vendors match instantly. Large equipment purchases are flagged for depreciation review. Contractor payments are routed to Contract Labor.
High-confidence corrections are written to QuickBooks automatically. Your review queue shows only what needs a real call: large equipment, contractor payments, and anything the system is not sure about.
Your first Books Review is free, so the proof comes from your own books, not from quotes on a landing page.
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. Henry Schein, Patterson Dental, Benco, Darby Dental, and most regional dental supply distributors are in the built-in library. Supply orders, lab invoices, and dental equipment are categorized correctly on the first run without any manual setup.
Any single purchase above a configurable threshold is flagged for your review with a note suggesting potential depreciation treatment. LedgerAI never makes the depreciation decision for you; it surfaces large capital items so your CPA can apply the right tax treatment.
Yes. Lab fees are categorized as dental lab costs or COGS depending on your chart of accounts setup. Outside lab work is separated from in-house supply orders automatically.
Payments to RDHs hired as contractors, temp hygienists, and outside lab technicians are flagged as potential Contract Labor. Anyone paid over the IRS reporting threshold year-to-date is added to the 1099 review queue.
Yes. The Pro plan supports full-year reviews on any date range going back to 2020.
Only miscategorized transactions are updated, and only after you approve each change. Nothing is written until you click approve.
Yes. Cancel anytime. No fees, no lock-in.
Run a books review, catch every miscategorized supply order and missed contractor 1099, and get the clean books your CPA needs. 14-day free trial.
14-day free trial · No credit card required · Cancel anytime