Is AI safe to use on client books?

It can be, with the right controls. LedgerLink limits each employee to assigned clients, requires approval before posting, and logs everything, so the firm stays in charge.

Do my staff each need their own setup?

Each person adds the same connector and signs in as themselves. What they can reach comes from the access you set in LedgerLink.

How is LedgerLink priced?

$15 per QuickBooks company a month. Team members are free. 14-day free trial, no card needed.

For bookkeeping and accounting firms

AI that works the way a bookkeeping firm works

The hard part of AI in a firm isn't the AI. It's control: which client, which employee, who approved it, and can a reviewer trace it later. LedgerLink is the layer between your team's AI assistant and your clients' QuickBooks Online books that answers all four.

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

The problems firms run into

Connectors built for one company: one login per client and constant reconnecting.
No access control: anyone with the connector reaches every client.
No approvals: an AI that can post can post the wrong thing to the wrong client.
No trail: nobody can tell later whether a person or the AI made an entry, or why.

How LedgerLink solves them

All clients behind one connector, kept connected for you.
Assign companies per employee, read-only or read-and-post.
Preview and approve every posting; set a small-amount threshold if you want.
Each posting signed with who asked and why, plus a firm-wide activity log.
A monthly close checklist run against each client's QuickBooks.

Where firms save the most time

Bill entry from vendor PDFs, client questions that used to need a report run and an email, catch-up and clean-up work, A/R follow-up lists, and month-end reviews across a whole client list. The AI does the lookup and the drafting; your people do the approving.

Questions

Is AI safe to use on client books?: It can be, with the right controls. LedgerLink limits each employee to assigned clients, requires approval before posting, and logs everything, so the firm stays in charge.
Do my staff each need their own setup?: Each person adds the same connector and signs in as themselves. What they can reach comes from the access you set in LedgerLink.
How is LedgerLink priced?: $15 per QuickBooks company a month. Team members are free. 14-day free trial, no card needed.

Bring your whole client list to your AI.

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