LedgerAI connects to QuickBooks and automatically categorizes materials, tools, equipment rentals, and subcontractor payments. You approve. QuickBooks is updated. Your CPA gets clean books.
LedgerAI looks for the specific issues that hit electricians and trade contractors hardest: materials on the wrong account, subcontractors with no 1099 trail, personal charges in business books, and tools not properly tracked.
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.
Graybar, Home Depot Pro, Ferguson, Fastenal, and 670+ more vendors match instantly. Zelle payments to subcontractors 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, Zelle payments to contractors, and anything the system is not sure about.
"I had four subcontractors paid via Zelle all year, all sitting in Uncategorized Expense. LedgerAI found every one of them, corrected the categories, and flagged three for 1099 review I would have missed. It also caught $6,400 in Graybar and Home Depot materials that were in Office Supplies. My accountant said these were the cleanest trade contractor books she had reviewed in ten years."
"Graybar, Ferguson, Home Depot Pro, Klein Tools: LedgerAI knew every supplier without any setup. I spend 15 minutes reviewing the report instead of 4 hours fixing QuickBooks."
"The 1099 catches alone saved me from a potential audit. Three subs I had been paying Zelle all year and none of them were tracked correctly until LedgerAI ran."
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. Graybar, Ferguson, Fastenal, Home Depot Pro, Lowe's Pro, and regional supply houses are all in the built-in pattern library. Materials, tools, and equipment purchases are categorized correctly on the first run without any manual setup.
Payments to individuals via Zelle and Venmo are flagged for your review as potential Contract Labor. You confirm or correct each one. Anyone over $600 year-to-date is added to the 1099 review queue.
LedgerAI detects common personal vendors (grocery stores, streaming services, clothing retailers, food delivery) and flags them as personal charges. You confirm which ones are truly personal and they are separated from your business P&L. This is one of the most common issues for contractors who use one card for everything.
LedgerAI categorizes to the right expense accounts in QuickBooks. Job costing is handled by QB's built-in class tracking, which LedgerAI's corrections feed into correctly.
Yes. The Pro plan supports full-year books reviews on any date range going back to 2020. If you have a backlog of messy QuickBooks, run the review on the years you need cleaned up. The first run catches the most; every review after is faster as the system learns your vendors.
Only miscategorized or uncategorized transactions are updated, and only after you approve the changes. Every correction shows before and after so you know exactly what changed. Nothing is written to QuickBooks until you click approve.
Yes. Cancel anytime from your dashboard. No cancellation fees, no lock-in. Your QuickBooks data stays exactly as-is.
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.
14-day free trial · No credit card required · Cancel anytime