Ledger, your AI bookkeeper.
Collect documents and prepare bookkeeping work across your clients. Keep the supporting records close and leave professional review with your team.
It proposes, you approve.
Nothing posts or sends without you.
Pick a scenario, or any box.
Scroll the diagram sideways to see the whole path.
You did not train to chase documents and code transactions.
Every close is the same grind. It is most of your week and none of the value.
The detail
Every close is the same grind: chase the client for statements, categorise hundreds of lines, reconcile, find the discrepancy, write the commentary. It is most of your week and none of the value.
The whole first pass, across your client books.
Each one draft-first. It does the work and shows you; you approve.
1Chases client documents
Tracks exactly what is missing per client, drafts the request in your voice, follows up, and files what comes back.
2Categorises transactions
Learns how each client's books already categorise, applies it to new transactions, and brings you only the ones it is genuinely unsure about.
3Reconciles the books
Matches statements to the ledger, lists what does not tie out, and quantifies the gap, per account. Catches duplicates, double-pays, and vendor overcharges while it is in there.
Month-end close, statements and reporting packs
4Runs the month-end close
Works the close checklist per client, flags what is blocking, and ranks your clients by how far from done they are.
5Reads statements & bills
Opens password-protected and scanned documents, extracts the numbers, and posts them to the right client.
6Drafts client reporting packs
Writes the plain-English commentary, what changed and why, what to watch, from the real numbers, in your voice. You edit and send.
Connect one client's books. See it work in minutes.
One click for QuickBooks, or drop in statements and ledgers.
You watch it work.
Nothing posts or sends without you.
Add each client and see every client in one place.
Connect QuickBooks, or bring the books from anything.
✓QuickBooks Online
Live P&L, balance sheet, aging, and reconciliation, read straight from the client's books.
✓Any other system
Xero, Sage, FreshBooks, Wave, spreadsheets, or plain bank statements. Export or upload and it reads them. No migration.
→Xero, direct
A one-click Xero connection like QuickBooks is on the way. Until then, Xero exports work today via upload.
Ledger runs privately for your practice.
Your Ledger runs in its own isolated, private environment. Your clients' data never touches another firm's, and it never trains anyone else's tools.
The detail
This is not one big AI that every firm shares. Your Ledger runs in its own isolated, private environment and learns only your books and your way of working. Your clients' data never touches another firm's, and it never trains anyone else's tools. It answers only to you.
It verifies its own work, and never acts without you.
Every rule it learns is backtested against the client's real history before it is trusted. It proposes, you approve, nothing posts or sends on its own. It is a tool for your practice, not a replacement for your judgment.
The detail
Every rule it learns is backtested against the client's real history before it is trusted, so it does not mis-categorise at scale. It is draft-first: it proposes, you approve, nothing posts or sends on its own. Each client's data stays isolated and private to you. It is a tool for your practice, not a replacement for your judgment.
Proof, speed, and pricing that answers to results.
A monthly verification report
What it did, what was backtested against your real history, what it caught, and your approval rate. If a month is clean, it says so.
First value in 48 hours
By hour 48 you have seen it catch something real or deliver its first report, and you decide from evidence.
A flat monthly price
One predictable monthly price, no success fees and no per-message billing. Every overcharge caught and every month closed is on the audit trail, so you can see what the fee bought.
Take a client's books off your plate this week.
Connect one client free and watch it do the first pass.