LedgerLink
NewMade for firms, not single businesses

Every client's QuickBooks, inside Claude and ChatGPT.

QuickBooks' own AI connector is built for one business at a time. LedgerLink is the missing layer for bookkeeping firms: every client behind one link, each employee limited to the books you assign, and every posting approved, signed and logged.

  • Try it on a free QuickBooks sandbox. No real client books needed.
  • Nothing posts without a person's yes. Every entry is previewed first.
  • 14 days free, no card. Then $15 per company a month.

59,300+ QuickBooks tasks run through LedgerLink so far

Not ready? Get a 2-minute walkthrough by email

Claude

LedgerLink · 4 companies

Show Acme Bakery's open bills over $500


Why this didn't exist before

AI assistants learned QuickBooks. Nobody taught them how a firm works.

Plug QuickBooks into Claude or ChatGPT today and you get one company, one login, and no say over who can do what. That's fine for a business owner. For a firm with 40 clients and six staff, it's a non-starter. So we built the layer in between.

01

A secure bridge to QuickBooks

Built on Intuit's official QuickBooks Online API. Every client's login is kept encrypted and refreshed automatically, so nobody re-connects every week.

02

A firm-wide permission layer

Who can reach which client, read or post, checked on every single request. Remove someone and their access ends at once.

03

Guardrails the AI can't skip

Postings come back as a preview first. Nothing reaches the books until the person says yes. That's enforced by our server, not left to the AI.

04

An audit trail reviewers trust

Every lookup and posting is logged by person and company, and every transaction is signed with who asked for it and why.

How it works

  1. 01

    Connect your clients' QuickBooks

    Sign in to each client's QuickBooks Online once. LedgerLink keeps the connection fresh so you don't have to.

  2. 02

    Choose who sees which books

    Add your team and tick the companies each person can work on. Nobody gets more than you give them.

  3. 03

    Paste one link into Claude or ChatGPT

    Each person gets their own connector link. Their AI can read and post to the books they're allowed, and only those.

Made for how firms actually work

One link, many companies

Stop juggling one connector per client. Every company you manage sits behind a single, secure link.

Per-employee access

Staff only see the clients you assign. Remove someone and their link stops working right away.

Read and write

Look up invoices and balances, or create bills, payments and journal entries, with the same controls as your team.

Every write is signed

Anything the AI posts carries a private note saying who asked for it and why, so your reviewers can trace it.

Always asks which client

When someone has several companies, the AI has to name the client before it touches anything. No guessing.

Full activity log

See every lookup and every posting, by person and by company, in one place.

Activity log

Every action recorded
  • 9:41 AMAcme Bakery LLC

    Maria L. · Created bill

    Sysco · $1,284.10

  • 9:38 AMAcme Bakery LLC

    Maria L. · Looked up

    Open bills from Sysco

  • 9:12 AMRivera Builders Inc

    Dan K. · Recorded payment

    Inv 1042 · $6,500.00

  • 8:55 AMNorthside Dental PC

    Dan K. · Ran report

    A/R aging summary

Not ready to sign up?

Get the 2-minute walkthrough by email

How it works, what your team sees, and how approvals keep the AI from posting anything you didn't okay. Or ask for a quick call and we'll show you on your own setup.

Or click around the live demo now →

One email, no newsletter. We never share your address.

Simple pricing

Pay per QuickBooks company. Team members are always free.

Per company

14 days free

$15per company a month

  • ✓ Unlimited team members
  • ✓ Choose which books each person can reach
  • ✓ Read and write, with signed postings
  • ✓ Full activity log
  • ✓ Works with Claude and ChatGPT
Start free trial

How the trial works

  1. Sign up with your work email. No card, no waiting list.
  2. Connect a QuickBooks company and try it with your AI for 14 days.
  3. Keep going by adding a card. You only pay for the companies you connect.

Questions

Does this replace QuickBooks?
No. Your books stay in QuickBooks Online. LedgerLink is the secure bridge between QuickBooks and your AI assistant.
Which AI tools does it work with?
Claude (web, desktop and Claude Code) and ChatGPT, plus any tool that supports MCP connectors.
Can my staff see clients I haven't assigned them?
No. Each person's link only reaches the companies you tick for them, and that's checked on every request.
Can Claude or ChatGPT connect to QuickBooks Online?
Yes, through MCP connectors. LedgerLink is a hosted QuickBooks Online MCP server that connects Claude and ChatGPT to every client company your firm manages, not just one.
How is this different from Intuit's own QuickBooks connector?
Intuit's connector is made for a business looking at its own company. LedgerLink is made for firms: many client companies behind one connector, access set per employee, every posting previewed and approved, and an activity log for reviews.
Can the AI post transactions without approval?
No. Every bill, invoice, payment or journal entry comes back as a preview, and it's only recorded after the person says yes. That's enforced by our server, not by the AI.
Can I try it without connecting a real client?
Yes. You can connect a free Intuit sandbox company with sample data. Sandbox companies are never billed.
How much does it cost?
$15 per connected QuickBooks company a month, with unlimited team members. The first 14 days are free and no card is needed.
Do you store my clients' financial data?
We store the QuickBooks connection, encrypted, and an activity log with a short summary of each action. Your clients' books stay in QuickBooks and pass through to your AI without being copied to our servers.

Learn more

Bring your whole client list to your AI.

Start your 14-day free trial. No card needed.

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