LedgerLink

AI accountant for QuickBooks

An AI accountant on your team, working in every client's QuickBooks

LedgerLink turns Claude or ChatGPT into an AI accountant your whole firm can use. It looks things up across any client's QuickBooks Online books, drafts the entries, and posts them only after a person on your team approves. Your staff stay the accountants; the AI does the lookups, the typing and the first draft.

14 days free, no card needed. $15 per company a month after that.


What your AI accountant does

  • Enters bills from vendor PDFs and emails: finds the vendor and the right expense account, shows a preview, posts on your yes.
  • Finds and fixes miscoded or uncategorized transactions, and transactions with no payee.
  • Records customer payments against the right invoices, including partial payments.
  • Answers client questions in seconds: what was paid, what's open, what changed from last month.
  • Runs reports on demand: P&L, balance sheet, A/R and A/P aging, sales by customer, and more.
  • Drafts journal entries and adjusting entries for your review, one at a time or in a batch.

Across all your clients, under your rules

Every client company your firm connects is reachable through the same connector. The AI always has to name the client before it touches anything, and each employee only reaches the clients you assign. Every posting is previewed, approved, signed with who asked for it and why, and recorded in your firm's activity log.

Why firms use it instead of hiring for data entry

  • No new software for your team to learn: they work in Claude or ChatGPT in plain words.
  • Priced per client, not per seat: $15 per QuickBooks company a month, with unlimited team members.
  • Nothing posts without a person's approval, so quality control stays with your reviewers.

Questions

Is an AI accountant safe for client books?
LedgerLink never lets the AI post on its own. Every write is shown as a preview and only recorded after a person on your team confirms it, and everything is logged.
Does it replace my bookkeepers?
No. It takes the lookups, typing and first drafts off their plate so they can review more clients. People still approve every posting.
Which AI does it use?
Your own Claude or ChatGPT. LedgerLink is the connection to QuickBooks Online with your firm's access rules and approvals.

Related

Bring your whole client list to your AI.

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