Connect QuickBooks or upload statements. Every month LedgerAI reviews your books and automatically categorizes legal research costs, bar dues, court filing fees, expert witness payments, and client cost advances. IOLTA trust account movements are flagged immediately for your review.
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 solo attorneys and small firms hardest: research costs in the wrong account, trust account movements that need review, missing 1099 trails, and client costs that never get billed.
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.
Westlaw, LexisNexis, bar dues, court filing portals, and 670+ vendors match instantly. IOLTA trust movements are flagged immediately. Payments to expert witnesses are routed to Contract Labor for 1099 review.
High-confidence corrections are written to QuickBooks automatically. Your review queue shows only what needs a real call: trust account movements, 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. Westlaw, LexisNexis, Casetext, state bar dues, CLE credits, PACER, court filing portals, process servers, and legal software like Clio and MyCase are all in the built-in library. Legal research, bar expenses, and court costs are categorized correctly on the first run.
Any transaction that appears to involve a trust account or IOLTA transfer is flagged immediately for your review. LedgerAI does not automatically categorize trust movements; it surfaces them so you can verify the correct account classification and prevent ethics violations.
Yes. Court fees, filing costs, process server invoices, and expert charges can be tracked as client advances. LedgerAI categorizes them correctly so your QuickBooks reflects the full cost picture. The billing reconciliation is still done in your practice management software, but the underlying books are clean.
Payments to expert witnesses, contract attorneys, and freelance paralegals 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. Useful for cleaning up books before a tax filing or during a practice transition.
Only miscategorized transactions are updated, and only after you approve each change. Trust movements are flagged, never automatically reclassified.
Yes. Cancel anytime from your dashboard. No fees, no lock-in.
Run a books review, catch every trust issue and missed expert witness 1099, and hand your CPA exactly what they need. 14-day free trial.
14-day free trial · No credit card required · Cancel anytime