Start free. Connect QuickBooks, run your first books review, and see exactly what we find before paying anything.
All plans include a 14-day free trial · No credit card required · Cancel anytime
Every detail, side by side.
| Feature | Essential | Pro | Agency |
|---|---|---|---|
| Account | |||
| QuickBooks companies | 1 | 1 | Up to 5 +$49/additional |
| Transactions per month | Unlimited | Unlimited | Unlimited |
| Free trial | 14 days | 14 days | 14 days |
| Categorization | |||
| AI auto-categorization | ✓ | ✓ | ✓ |
| Review queue (flagged items) | ✓ | ✓ | ✓ |
| QB auto-writeback | ✓ | ✓ | ✓ |
| Owner-draw & transfer detection | ✓ | ✓ | ✓ |
| Correction memory (learns your patterns) | ✕ | ✓ | ✓ |
| Vendor master per-vendor rules & 1099 tracking | ✕ | ✓ | ✓ |
| Per-client vendor profiles | ✕ | ✕ | ✓ |
| Reports & Insights | |||
| Monthly books review report | ✓ | ✓ | ✓ |
| Review period | Current month / YTD | Any time frame | Any time frame |
| Full-year books review | ✕ | ✓ | ✓ |
| Duplicate & anomaly detection | ✕ | ✓ | ✓ |
| 1099 contractor queue verify before filing | ✕ | ✓ | ✓ |
| Bank statement import & reconciliation | ✕ | ✓ | ✓ |
| CSV data export | ✕ | ✓ | ✓ |
| White-label reports | ✕ | ✕ | ✓ |
| Support | |||
| Email support | ✓ | ✓ | ✓ |
| Priority support | ✕ | ✓ | ✓ |
| Priority onboarding | ✕ | ✕ | ✓ |
LedgerAI connects to your QuickBooks and automatically categorizes your expenses. High-confidence transactions are applied directly; unusual vendors, mixed-use charges, and international payments land in a review queue for you to approve or correct. Corrections are written back to QuickBooks automatically. Think of it as automating the first 80% of the cleanup work, not the final judgment.
No. LedgerAI automates routine categorization and flags issues. It doesn't give tax advice, file returns, or make final accounting decisions. Most customers use LedgerAI to reduce the manual cleanup time they (or their bookkeeper) spend each month, then hand cleaner books to their CPA at tax time.
For well-known vendors (Amazon, Home Depot, Adobe, etc.) accuracy is very high. For less common vendors or unusual transactions, LedgerAI assigns a confidence level. High-confidence items are applied automatically; medium and low confidence items go to your review queue. Over time, as you correct and approve items, the system learns your preferences for specific vendors.
Yes. Every plan includes a 14-day free trial, no credit card required. Connect QuickBooks, run your first books review, and see exactly what we find before paying anything.
Absolutely. No long-term contracts, no cancellation fees. Cancel from your account dashboard at any time and your plan stays active through the end of your billing period.
Yes. LedgerAI currently requires an active QuickBooks Online subscription. We sync directly with your QB account to read transactions, apply corrections, and generate reports. Support for additional platforms is on our roadmap.
Yes. LedgerAI uses OAuth2 to connect to QuickBooks and never stores 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 security requirements and never sell your data or use it to train models outside your account.