Connect QuickBooks or upload statements. Every month LedgerAI reviews your books and automatically tracks your software subscriptions, client payment fees, home office expenses, and contractor payments. You review the flagged items. QuickBooks is updated. Tax time becomes a non-event.
Monthly report you can share with your CPA or bookkeeper · $149/month founding price · 10 founding spots open
LedgerAI looks for the specific issues that hit independent professionals hardest: tools on the wrong account, contractors with no 1099 trail, personal charges in business books, and missed home office deductions.
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.
Notion, Figma, AWS, Adobe CC, Stripe transaction fees, PayPal fees, Upwork service fees, and 670+ more vendors match instantly. Venmo and Zelle payments to contractors are routed to Contract Labor.
High-confidence corrections are written to QuickBooks automatically. Your review queue shows only what needs a real call: unknown vendors, Venmo payments to contractors, 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. Notion, Figma, Linear, Vercel, AWS, Loom, Stripe, PayPal, Upwork, Fiverr, Calendly, Zoom, Slack, and dozens more are in the built-in pattern library. Software subscriptions, platform fees, and tools are all categorized correctly on the first run.
Stripe processing fees, PayPal fees, and Venmo/Zelle payments are all recognized and categorized. Payment platform fees go to Bank Charges or Merchant Fees. Payments to other individuals are flagged as potential Contract Labor for 1099 review.
LedgerAI tracks internet bills, equipment purchases, and home-office-related spending so your CPA has everything needed to apply the home office deduction. The actual deduction calculation is done by your CPA; LedgerAI makes sure nothing is missing or miscategorized.
Payments to individuals via Venmo, Zelle, PayPal, or check are flagged as potential Contract Labor. Anyone paid over the IRS reporting threshold in the year is added to the 1099 review queue. You confirm the status; your CPA or LedgerAI's summary handles the filing prep.
Yes. The Pro plan supports full-year reviews on any date range going back to 2020. If you have years of messy QuickBooks, run the review on each year. The first run catches the most; every run after is faster.
Only miscategorized or uncategorized transactions are updated, and only after you approve the changes. Nothing is written to QuickBooks until you click approve.
Yes. Cancel anytime from your dashboard. No fees, no lock-in.
Run a books review, catch every miscategorized tool subscription and missed contractor 1099, and hand your CPA exactly what they need. 14-day free trial.
14-day free trial · No credit card required · Cancel anytime